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The Australian’s Money Cafe – Why the takeover boom is only starting
Roger Montgomery
August 2, 2021
Roger Montgomery joined James Kirby in this episode of The Australian’s Money Cafe to discuss how to find value on the ASX, whether the capital city property market is expensive or relative, and a share market ‘pick’ ready to reward for years to come.
by Roger Montgomery Posted in Podcast Channel.
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Chinese afterschool tutoring industry given the regulatory cane
David Buckland
July 30, 2021
The Chinese government has just released a number of new regulations for its USD $100 billion after school tutoring industry (AST). The new regulations effectively eliminate most of the sector and materially impair the current capital deployed in these industries. Continue…
by David Buckland Posted in Companies.
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Are we about to see a profit and dividend bonanza?
Andreas Lundberg
July 30, 2021
We are about to enter reporting season, when most of our listed companies report their results for the prior financial year. With stock market indices at all-time highs, it looks like the market is expecting many of our larger companies to come out with solid earnings and dividend announcements. Perhaps more interesting will be their forecasts for the year ahead. Continue…
by Andreas Lundberg Posted in Companies, Market commentary.
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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.
