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Align Technology’s long runway for growth
Roger Montgomery
July 5, 2021
For this series of articles, I asked the team at Polen Capital to describe each of the companies currently in the portfolio. Today, we look at dental device company Align Technology. Based in San Jose, California Align Technology is a global medical device company that pioneered the development of invisible orthodontics with its Invisalign system. Continue…
by Roger Montgomery Posted in Companies, Polen Capital, Stocks We Like.
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Farewell Fiscal 2021, Hello Fiscal 2022
David Buckland
July 2, 2021
The Australian All Ordinaries Index finally broke through its late-2007 record high in early-2020. It was then confronted with the short sharp COVID-19 related crash in March 2020, and since then the upward momentum has surprised the most optimistic commentators. Recording a return of 26.4 per cent in the year to June 2021, excluding dividends, the Australian All Ordinaries Index had a wonderful year. Continue…
by David Buckland Posted in Market commentary.
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The 3 red lines that could bring iron ore prices back to earth
Andreas Lundberg
July 1, 2021
Chinese property construction accounts for close to 30 per cent of world seaborn iron ore demand, and is probably the most important demand driver impacting the iron ore price. But with Chinese regulators trying to crimp the sector, population growth turning negative, and urbanization peaking, I think today’s lofty iron ore price will prove to be short-lived. Continue…
by Andreas Lundberg Posted in Editor's Pick, Energy / Resources.
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Some encouraging updates from Avita Medical
Joseph Kim
June 30, 2021
If you are a longer-term shareholder of Avita Medical (ASX:AVH), it is likely you would have experienced a rather disappointing journey over the past 12 months. COVID-19 and lockdowns in the US have stymied the RECELL roll-out just as it was gaining steam, as well as preventing recruitment for its various label extension plays in vitiligo, paediatric scalds and wound care. Continue…
by Joseph Kim Posted in Companies, Health Care, Stocks We Like.
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oOh!Media screens as a cheap recovery story
Dominic Rose
June 29, 2021
Economic reopening and cyclical reflation trades have rewarded investors handsomely over the past six months or so, particularly those offering immediate leverage to the stronger than expected demand recovery scenario currently playing out. Continue…
by Dominic Rose Posted in Companies, Stocks We Like.
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MEDIA
Small caps are a buy. Roger that.
Roger Montgomery
June 28, 2021
Roger joined Ausbiz to discuss three small cap ideas. Investing in smaller companies not only offers the opportunity to benefit from company ownership, but there is also potential for rapid growth. You can find the three small caps Roger believes will be a good addition to the portfolio here.
by Roger Montgomery Posted in Editor's Pick, TV Appearances.
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Top small cap ideas
Roger Montgomery
June 28, 2021
It is always interesting chatting about the big macroeconomic forces impacting and influencing corporate profits, property prices and job prospects. But our main game is investing. And investing in smaller companies not only offers the opportunity to benefit from company ownership, there’s the potential bonus of rapid growth, long-term growth or both. Continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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National Storage REIT: Resilience and Growth
Gary Rollo
June 25, 2021
Despite a challenging backdrop through COVID, National Storage REIT (ASX:NSR) has continued its strong trajectory into 2H FY21, supported by market conditions and ongoing portfolio optimisation. The self-storage sector has demonstrated its resilience through COVID and is benefitting from changes to how people live and work. Continue…
by Gary Rollo Posted in Editor's Pick, Montgomery Small Caps Management Video Series, Video Insights.
