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August 2021 Reporting Season Calendar
Roger Montgomery
July 29, 2021
August 2021 reporting reason is a bit of an unusual one – we’ve never really had so much information going in. We can generally expect a very buoyant reporting season and a bit of a dividend bonanza. We estimate earnings and dividends for CY21 will come in at least 15 per cent higher than the peak calendar year 2018. Continue…
by Roger Montgomery Posted in Companies.
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What should we expect from reporting season 2021?
Roger Montgomery
July 29, 2021
Profit season unofficially kicked off this week with half-year results from diversified resources behemoth Rio Tinto yesterday. Perhaps the most insightful observation is the lack of downgrades during confession season. Continue…
by Roger Montgomery Posted in Companies.
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MEDIA
ABC Nightlife – Will the optimism continue?
Roger Montgomery
July 28, 2021
The Australian market has had a fantastic start to the week with some big gains in blue chip banks, mining giants and Telstra. While share prices are climbing consumer confidence is doing the opposite, so what is driving the optimism in markets? Roger joins Phil Clark on ABC Nightlife to discuss. Listen here.
by Roger Montgomery Posted in Radio.
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Have the Praemium Board hung up the ‘For Sale’ sign?
Dominic Rose
July 28, 2021
When the Board of Directors suddenly sacks the CEO of a company ‘effective immediately’ the share price typically tanks as investors stampede for the exit, shooting first, asking questions later. However, in the curious case of Praemium (ASX:PPS), a subscale wealth platform player with a chequered history of tactical execution, such news instead sent the share price soaring, up almost 50 per cent over two months. What could this perhaps counterintuitive market reaction be signalling? We think the company has been put in play for potential corporate activity. Continue…
by Dominic Rose Posted in Companies, Editor's Pick, Stocks We Like.
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Why Amazon is one of the most forward-thinking businesses in the world
Roger Montgomery
July 27, 2021
American multinational ecommerce, cloud computing, digital streaming, and artificial intelligence company Amazon (NASDAQ:AMZN) is a top 10 holding in the Polen Capital Global Growth Fund and the team at Polen Capital see it as one of the most innovative and forward-thinking businesses in the world. Continue…
by Roger Montgomery Posted in Consumer discretionary, Polen Capital, Stocks We Like.
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The people behind the process – Montgomery Small Companies Fund
Scott Phillips
July 26, 2021
It’s been a while since I last did a profile piece on a member of the Montgomery team and in that time, we had two skilled investment professionals join. I lift the lid and see what makes the people behind the process, the blog posts and the numbers tick. I catch up with one of our newest Portfolio Managers on our Australian Small Companies team – Gary Rollo. Continue…
by Scott Phillips Posted in Editor's Pick, Montgomery News and Updates.
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Polen’s Q2 2021 portfolio commentary
David Buckland
July 23, 2021
In this week’s video insight, Portfolio Manager of the Polen Capital Global Growth strategy, Jeff Mueller, discusses the results for the June 2021 Quarter. To remind readers, the Polen Capital Global Growth Fund appreciated by 10.9 per cent in Australian Dollars, outperforming the benchmark by 2.0 per cent, after expenses. Leading contributors were dominant tech-based companies and in this video Jeff talks about portfolio holdings Adobe, and the recently acquired AON. Continue…
by David Buckland Posted in Polen Capital, Video Insights.
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Just Google it
Roger Montgomery
July 23, 2021
Over the three months to 30 June 2021 the Polen Capital Global Growth Fund increased by 10.91 per cent delivering an out-performance of 1.96 per cent compared to its benchmark the MSCI ACWI, in Australian Dollars. Stock selection within the communication services sector added relative value, led by Alphabet and Facebook. With Alphabet (NASDAQ: GOOG) being one of the top three contributors to performance in the quarter. Continue…
by Roger Montgomery Posted in Companies, Polen Capital, Stocks We Like.
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