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It’s ok to say no
Roger Montgomery
June 9, 2021
According to today’s Australian Financial Review, “a perfect storm for deal making has Australia on track for a record year of merger and acquisition activity.” In our February blog post RBA lays out welcome mat for takeover mania! Who might be next? we predicted this year’s wave of corporate activity. Continue…
by Roger Montgomery Posted in Companies.
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The global business of sport
Roger Montgomery
June 9, 2021
Headquartered in Germany with a history dating back to 1924, Adidas is a global leader in the manufacturing of athletic apparel and footwear, trailing only Nike in terms of revenues and units sold. The company with the distinctive three stripes identity mark reported net sales in 2020 of over €23 billion. Continue…
by Roger Montgomery Posted in Companies, Polen Capital.
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Why property prices should continue to climb
Roger Montgomery
June 8, 2021
CoreLogic has just reported that national dwelling prices rose by 2.3 per cent in May. That’s an annualised rate of more than 28 per cent. And with lenders continuing to provide cheap and easy access to credit, and investors showing lots of interest, I don’t see the property market cooling off any time soon. Continue…
by Roger Montgomery Posted in Property.
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Is Capricorn Metals due a re-rate?
Joseph Kim
June 7, 2021
Capricorn Metals is a junior gold company that is entering an exciting time in its development phase. With the company very close to first gold pour and commissioning underway at its 100 per cent owned Karlawinda project in WA, we believe there is significant re-rating potential if the company successfully executes on targeted project metrics over the next 6-12 months. Continue…
by Joseph Kim Posted in Companies, Energy / Resources.
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US travel demonstrates vaccination is the path to normal
Roger Montgomery
June 4, 2021
In this week’s video insight Roger discusses why he believes vaccinations are the surest path to reopening. US airlines are reporting steady improvement in bookings, in the last three weeks, booking volumes and prices for July travel have returned to near 2019 levels, with some flights back to 90 per cent capacity. The good news surrounding the benefits of vaccinations keeps coming, will this spur hesitators to get vaccinated?
by Roger Montgomery Posted in Video Insights.
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Abbott Laboratories building life-changing technologies
Roger Montgomery
June 4, 2021
In March Montgomery Investment Management 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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Building an export industry for cannabis medicines
Andreas Lundberg
June 3, 2021
The medicinal cannabis industry is gaining significant momentum, however, still remains in the early stages of growth. Zelira Therapeutics recently reported record quarterly cash receipts for the third quarter, up 249 per cent on H1 FY21. Continue…
by Andreas Lundberg Posted in Companies, Health Care.
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MEDIA
Equity Mates – 30 year stocks for Bryce’s 30th
Roger Montgomery
June 2, 2021
Roger joined Alec Renehan and Bryce Leske on Equity Mates to discuss why I think stocks in the medical sector are worth owning for the long term and if I had to buy a stock for 30 years – what would it be?
by Roger Montgomery Posted in Editor's Pick, TV Appearances.
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