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Profiting from small brands with big reach
Roger Montgomery
October 28, 2021
Packed the car and readying to take a re-opening road trip? Enjoyed a responsible G&T during lockdown? If you have, you may be familiar with some of the brands I am about to discuss. What you may not know is that these businesses, whose products you may already be using, are listed global small caps. You may also like to hear they’re owned in the Polen Capital Global Small and Mid Cap Fund. Continue…
by Roger Montgomery Posted in Companies, Polen Capital, Stocks We Like.
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Did JobKeeper waste $40bn of public money?
Andreas Lundberg
October 27, 2021
Australia’s Department of the Treasury has just released a report into the JobKeeper Payment scheme. It shows that vast sums of money were transferred from taxpayers to companies that – in hindsight – should not have qualified for assistance. This includes almost $14 billion to businesses whose turnover increased during the lockdowns. This mis-use of taxpayer money leaves me with three big questions. Continue…
by Andreas Lundberg Posted in Market commentary.
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Why Westpac is the biggest holding in The Montgomery Fund
Stuart Jackson
October 26, 2021
In a recent webinar to discuss the August reporting season, I was asked to provide thoughts on questions about the bank stocks. In my third post, I am covering: Why is Westpac the biggest holding in the Montgomery Fund. Why do you like it, more than anything else? Continue…
by Stuart Jackson Posted in Companies, Editor's Pick, Financial Services, Stocks We Like.
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Buy Hold Sell: 5 small caps with big dividends
Roger Montgomery
October 25, 2021
In this episode of Livewire’s Buy Hold Sell Roger joined James Marlay and Simon Conn to discuss three small cap stocks that boast impressive dividends. While large caps usually get all the attention from dividend seekers, small caps often punch above their weight and here we share small cap stocks with sustainable dividends. These three stocks have paid out an average 6.2 per cent yield (including franking credits) over the last 12 months.
by Roger Montgomery Posted in On the Internet, TV Appearances.
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Better simpler strategy – how Etsy has survived and thrived
David Buckland
October 25, 2021
In this blog, Professor Felix Oberholzer-Gee from the Harvard Business School, helps to explain how Etsy has survived and thrived from the potential Amazon onslaught. Continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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Your Wealth – Why Roger Montgomery is still bullish on this market
Roger Montgomery
October 22, 2021
In this Your Wealth Podcast with Gemma Dale from Nabtrade Roger explains why he thinks the fears of a significant downturn are overstated by discussing the macro trends underpinning market growth, why a correction could happen but won’t be cataclysmic and how rising interest rates could affect share performance.
by Roger Montgomery Posted in On the Internet, Podcast Channel.
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Specialist platform flows surprising to the upside
Dominic Rose
October 22, 2021
The ASX-listed specialist wealth management platforms are showing no signs of slowing momentum, with all three players delivering record net inflows over the September quarter (1Q22), coming in materially ahead of market expectations. Continue…
by Dominic Rose Posted in Companies, Stocks We Like.
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3Q2021 Polen Capital Global Growth Commentary
Polen Capital
October 21, 2021
In this video Head of the Large Company Growth Team and Portfolio Manager Damon Ficklin discusses the reasons behind the decline in the MSCI ACWI during the September quarter. The most notable themes include higher inflation and the expectation for higher interest rates in the coming years. The market is digesting the expected change in monetary policy around the world and other key factors which include slowing growth, policy changes in China and the COVID-19 pandemic. Continue…
by Polen Capital Posted in Polen Capital, Video Insights.
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