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Chinese tech giant Alibaba keeps growing
Roger Montgomery
July 15, 2021
Over the month of June 2021, the Polen Capital Global Growth Fund delivered a return of 6.46 per cent, outperforming the benchmark, the MSCI ACWI, in Australian Dollars, by 2.0 per cent. And over the June 2021 quarter, the Fund put on 10.91 per cent for an out-performance of 1.96 per cent. Today we look at a top 10 holding in the Fund, Chinese e-commerce backbone Alibaba (HKG: 9988). Continue…
by Roger Montgomery Posted in Companies, Polen Capital.
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Is Tabcorp’s demerger of the Lotteries & Keno division a good idea?
Stuart Jackson
July 14, 2021
Tabcorp has released the results of its strategic review into the structure of the company the board announced three months ago. The decision has been made to pursue a demerger of the Lotteries & Keno division from the company. While a trade sale of the Wagering & Media division has been rejected for the time being under this plan, the company intends to continue talking to the three bidders for the business. Continue…
by Stuart Jackson Posted in Companies, Editor's Pick, Stocks We Like.
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Wesfarmers to enter the “pharmacy distribution plus health, wellbeing and beauty” sector
David Buckland
July 13, 2021
The week kicked off with Wesfarmers (ASX:WES) making a $687 million non-binding, indicative offer to acquire Australian Pharmaceutical Industries (ASX:API) at $1.38 per share by way of a scheme of arrangement. Continue…
by David Buckland Posted in Companies, Editor's Pick, Stocks We Like, Takeovers.
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MEDIA
The end-of-year report card for the Australian All Ordinaries Index FY21
David Buckland
July 12, 2021
David joined Ausbiz to discuss whether markets in FY22 will perform as well as FY21. If we continue to see strong earnings growth then we can expect pockets of very strong growth over the foreseeable future. Watch here.
by David Buckland Posted in TV Appearances.
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Facebook’s growing market opportunity
Roger Montgomery
July 12, 2021
In March we introduced the Polen Capital Global Growth Fund to Australian investors. The Boca Raton-based manager Polen Capital was established in 1979 and over the past 32 years the flagship US Portfolio has been able to compound earnings growth above 15 per cent annually versus approximately six per cent annually for the S&P 500. Continue…
by Roger Montgomery Posted in Companies, Polen Capital, Stocks We Like.
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The blog benefits from takeovers, while investors benefit from the blog!
Roger Montgomery
July 9, 2021
I’m really impressed by the investment teams we have assembled here at Montgomery. Not only are the funds they are managing generating outperformance for investors, but they are producing content here at the blog that is proving extremely useful and profitable, for free! Continue…
by Roger Montgomery Posted in Investing Education.
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Is a high level of immigration a bad idea?
Andreas Lundberg
July 8, 2021
Treasury last week published the 2021 Intergenerational Report which looks at the 40-year outlook for Australia’s economy. One of its key assumptions is an expanding population, fed by high levels of immigration. But, given the downsides – like urban congestion, ecological destruction and reduced wealth per capita – is gearing Australia for a rising population good public policy? Continue…
by Andreas Lundberg Posted in Editor's Pick, Market commentary.
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Two travel stocks the small cap team likes
David Buckland
July 7, 2021
In this week’s video insight David interviews portfolio manager of the Montgomery Small Companies Fund Dominic Rose to discuss two travel stocks held in the Fund. Alliance Aviation and Corporate Travel Management are in the bucket of businesses that have been disrupted by the global pandemic although we believe their business models have the ability to use the disruption to their advantage and emerge in much stronger competitive positions. Continue…
by David Buckland Posted in Companies, Stocks We Like, Video Insights.
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