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Inflation fears will soon fade…
Roger Montgomery
November 19, 2021
Investors worry about inflation but forget to consider the income side of the equation. Will inflation fears this time next year be a distant memory? I currently believe investors should take advantage of any inflation scare that adversely impacts equity prices, as an opportunity. Continue…
by Roger Montgomery Posted in Editor's Pick, Global markets, Market commentary.
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ASX Listed Small Companies – discerning the wheat from the chaff
David Buckland
November 18, 2021
The Montgomery Small Companies Fund has delivered excellent returns since its inception on 20 September 2019, with an average 14 per cent annualised out-performance, after expenses, over its ASX Small Ordinaries Accumulation Index benchmark. Going through the portfolio on a regular basis with Portfolio Managers Gary Rollo and Dominic Rose I am always impressed in the way they treat individual companies which are currently loss-making. Continue…
by David Buckland Posted in Companies, Stocks We Like.
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ABC Nightlife – what does rising inflation mean?
Roger Montgomery
November 17, 2021
I joined Phil Clark on ABC Nightlife to discuss what the rise in inflation rates in the US mean for Australia. Inflation figures in the US are the highest they have been in 30 years, but in reality when you dissect what is going on with the inflation rate in the US and the rest of the world you realise that the factors that have led to the spike are already turning down. Listen here.
by Roger Montgomery Posted in Editor's Pick, Radio.
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Polen Capital identifies what makes a quality digital marketplace
Polen Capital
November 17, 2021
As e-commerce growth accelerates it is important that online marketplaces constantly improve their services to stay relevant. Polen Capital identify the characteristics that companies should exhibit which will best position them to reap the long-term benefits of the secular shift to online shopping. Continue…
by Polen Capital Posted in Companies, Consumer discretionary, Polen Capital.
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Unemployment figures surprise negatively
Andreas Lundberg
November 15, 2021
On Thursday 11 of November, the monthly unemployment numbers from ABS were released and disappointed the market by increasing by 0.6 percentage points from 4.6 per cent in October to 5.2 per cent. The consensus amongst forecasters was a slight increase to 4.8 per cent so we can understand that the market took this negatively as it is quite a large variation and also a sharp reversal of the trend of falling unemployment that we have seen since the peak at the initial phase of the pandemic. Continue…
by Andreas Lundberg Posted in Market commentary.
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US inflation has touched a thirty year high in October
Roger Montgomery
November 12, 2021
Just-reported US inflation has touched a thirty year high in October. US annual inflation is now at 6.2 per cent with price increases recorded for everything from fuel, new and used cars to rent and supermarket groceries. Investors in the US are now concerned with holidays around the corner, and with supply chains still disrupted, inflation could go even higher. Continue…
by Roger Montgomery Posted in Global markets, Market commentary.
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Polen’s Rob Forker answers who are the most patient investors
Polen Capital
November 11, 2021
While individual small-cap stocks can be seen as higher risk, investing in the small-cap space – a breeding ground for breakthrough businesses – can be a thrilling pursuit that offers meaningful upside potential. The flip side is that many of these businesses can burn bright and fade fast, carrying more risk. Continue…
by Polen Capital Posted in On the Internet, Polen Capital.
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How restrictive work practices at ports are costing us more
Roger Montgomery
November 11, 2021
According to a new report by the ACCC, imported goods are costing us all far more than they should. And it’s largely because enterprise agreements covering stevedores at our container ports contain provisions that limit the ability of port operators to automate, cut labour costs and choose who they hire. These provisions are hampering productivity, increasing disruptions, and driving up the cost of goods. Continue…
by Roger Montgomery Posted in Manufacturing.
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