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Why it’s time to get on board cruise ship stocks
Roger Montgomery
October 13, 2021
The COVID-19 pandemic has hit the cruise industry hard, with hundreds of ships forced to sit idle at docks around the world. Needless to say, the market valuations of cruise ship firms have plunged. But all that is about to change. Bookings are surging once again as global travel reawakens. Which is why I think cruising businesses, like Carnival and Royal Caribbean, could be a once-in-a-generation investment opportunity. Continue…
by Roger Montgomery Posted in Companies.
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Polen Capital Global Growth goes long ICON PLC
David Buckland
October 12, 2021
When David Polen established Polen Capital in 1979, I’m sure he could not have dreamed of an organisation that in 2021 is staff owned, with US$73 billion of funds under management, which comprises three strategies being run by three dedicated teams from three locations – Large Company Growth out of Boca Raton Florida, Small Company Growth out of Boston and Emerging Markets Growth out of London. Continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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Just how small is a global small or mid-cap stock?
Dean Curnow
October 11, 2021
In the lead up to the launch of Polen Capital’s second strategy being offered to Australian and New Zealand investors, the Polen Capital Global Small and Mid Cap Fund, I wanted to explore what is a global small and mid cap stock (herein SMID) and how this compares to some of the larger companies listed locally here in Australia. Continue…
by Dean Curnow Posted in Polen Capital.
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Why Flight Centre’s share price could continue to soar
Roger Montgomery
October 8, 2021
Since August 20 this year to the time of writing, Flight Centre’s (ASX:FLT) share price has risen almost 66 per cent, from $13.74 to $22.90. It’s been spurred on by investors wanting to profit from the reopening of travel, particularly outbound international travel. And despite being heavily shorted, I believe there are some compelling reasons why the share price has further to run. Continue…
by Roger Montgomery Posted in Airlines, Companies, Editor's Pick.
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Three themes driving the Montgomery Small Companies Fund’s performance
David Buckland
October 8, 2021
In this week’s video insight David interviews portfolio manager of the Montgomery Small Companies Fund Gary Rollo to discuss the three themes which have helped deliver the Fund’s strong out-performance. Since its inception the Montgomery Small Companies Fund has turned $1 into $1.62 compared to its benchmark the S&P/ASX Small Ordinaries Accumulation Index which turned $1 into $1.26. Continue…
by David Buckland Posted in Montgomery Small Caps Management Video Series, Video Insights.
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Why near-term bank dividends should remain strong
Stuart Jackson
October 7, 2021
We recently held a webinar to discuss our thoughts from the August reporting season. First, I would like to thank those that listened to the webinar. In this series of posts I would like to provide thoughts on some of the questions about the bank stocks that were asked by those attending starting by answering: What are your thoughts on the major banks for the medium and long term for their dividends? Continue…
by Stuart Jackson Posted in Companies, Financial Services.
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Are booming house prices making us a nation of home loan liars?
Andreas Lundberg
October 7, 2021
When applying for a mortgage, it seems many of us are not honest with our lenders. In fact, according to recent research by UBS, around half of new loans are awarded based on false information. And not only are more people lying on their mortgage application, they are lying far more about their income, cost of living, other assets, and other borrowings. The big question for investors is whether these ‘liar loans’ could have a downstream impact on the lenders. Continue…
by Andreas Lundberg Posted in Property.
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ABC Nightlife – Have all the easy gains been made?
Roger Montgomery
October 6, 2021
I joined Phil Clark on ABC Nightlife to discuss the slowdown in markets and share my take on the outlook for asset prices over the next few months with a slowing economic growth rate. So far 2021 has given investors plenty to be happy about. After the September slowdown, have the easy gains all been made? Listen here.
by Roger Montgomery Posted in Editor's Pick, Radio.
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