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Where to invest if inflation takes hold
Roger Montgomery
November 5, 2021
Will inflation be transitory or more long lasting? Right now, the jury is out, and only time will tell. But the signs do not look good due to surging energy prices, supply bottlenecks and worker shortages. My advice is to focus on high quality companies with real pricing power. Continue…
by Roger Montgomery Posted in Global markets, Market commentary.
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Why I am still keen on Codan
Andreas Lundberg
November 4, 2021
The share price of electronic solutions and metal detector maker, Codan (ASX: CDA), has fallen around 42 per cent since June. It’s now back where it was around 12 months ago. But instead of being concerned, I believe the company continues to have a very bright future. Continue…
by Andreas Lundberg Posted in Companies, Editor's Pick, Stocks We Like.
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Polen Capital Global Small and Mid Cap Fund has left the starting block
David Buckland
November 3, 2021
The Polen Capital Global Small and Mid Cap Fund was launched on Thursday 21 October 2021, and at the time of writing, it has invested in 30 companies with a weighted average market capitalisation exceeding US$9 billion, across 12 countries. For context, this is a fraction of the big global names like Apple (US$2.25 trillion), Microsoft (US$2.0t), Amazon (US$1.7t), Alphabet (US$1.5t) and Facebook ($0.87t). Continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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Key take-outs from Coles’ and Woolworths’ Q1 sales
Stuart Jackson
November 3, 2021
Australia’s two supermarket giants, Coles and Woolworths, have just reported their September quarter sales figures. While it’s hard to make comparisons with the same period last year – due to the impact of the COVID-19 lockdowns – there were some meaningful take-outs from the results. Continue…
by Stuart Jackson Posted in Companies, Editor's Pick, Stocks We Like.
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What to do when a takeover offer is made for a stock you own
Joseph Kim
November 2, 2021
Lately, we’ve seen numerous takeover offers for ASX-listed companies like Smartgroup, Hansen Technologies, and Iress. These offers inevitably leave investors wondering whether to buy more shares, sell their holding or sit tight. The answer is always the same: it depends on the context. In this blog, I set out a few tips to help you assess the best way to respond to a takeover offer. Continue…
by Joseph Kim Posted in Companies.
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Despite the lockdowns, JB Hi-Fi continues to show the strength of its brand
Roger Montgomery
November 1, 2021
The past few months have been tough for most retailers so it was heartening to see JB Hi-Fi’s first quarter 2022 sales results. Despite having to shut over half its stores during the period, the electronics and white goods retailer only reported a small drop in year-on-year sales. With the economy – and stores – opening up again, the numbers point to another strong year. Continue…
by Roger Montgomery Posted in Companies, Consumer discretionary.
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Two businesses to put in your Christmas stocking
Roger Montgomery
October 29, 2021
At the Montgomery Small Companies Fund, our small caps team’s approach is to invest in businesses that benefit from supportive underlying themes. Two themes we like right now are what we call Stable Compounders and Structural Winners. And we have two preferred stocks – one in each theme – that we think will provide solid long-term returns. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Market commentary, Stocks We Like.
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Three things we’ve learnt from AGM season
Roger Montgomery
October 28, 2021
With annual general meeting (AGM) season underway, we’re starting to see some interesting trends. One is that, overall, results have been better than expected. Another is that, in Australia, margins are coming under pressure as inflation starts to bite. And a third is that the retail sector is experiencing a subdued start to FY22 – perhaps because many of us satiated our shopping urges during the COVID-19 lockdowns. Continue…
by Roger Montgomery Posted in Companies, Consumer discretionary, Stocks We Like.
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