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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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Sydney Board recommends takeover offer at $8.75
Joseph Kim
November 10, 2021
Back in July, the IFM consortium lobbed a full takeover offer for Sydney Airport (ASX:SYD), Australia’s busiest gateway. With the airport about to change hands, here’s why Montgomery Fund’s retained most of its shareholding in SYD throughout the takeover period to date. Continue…
by Joseph Kim Posted in Airlines, Companies, Editor's Pick, Stocks We Like.
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Two companies benefiting from the reopening trade
David Buckland
November 9, 2021
In this week’s video insight David interviews portfolio manager of the Montgomery Small Companies Fund Dominic Rose to discuss how the rapid vaccination rates have provided a catalyst for the reopening trade. With this in mind the Montgomery Small Companies Fund has broadened their reopening exposures to include a number of domestic opportunities, including Accent Group and oOh!media. Continue…
by David Buckland Posted in Video Insights.
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Goodman Group continues to ride the boom in online shopping
Roger Montgomery
November 8, 2021
Australian property company, Goodman Group (ASX:GMG), specialises in industrial sites that cater to the digital economy. And, perhaps predictably – given the past 18 months of retail lockdowns – its share price has done well. The company’s recent trading update was extremely upbeat, announcing higher levels of profitability and expectations for increased earnings for the year ahead. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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