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The Big Four bank trade is looking stretched
Stuart Jackson
June 22, 2021
Stuart joined Ausbiz to discuss whether some of the high price to earnings multiples of the big banks mean it is time to cash out. The banks have been clear out-performers this financial year, up 58 per cent versus the market. But are they now overpriced? Watch here. Continue…
by Stuart Jackson Posted in TV Appearances.
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Aeris Resources: Could we see a 10 bagger from last year’s placement price of $0.03 per share? Drilling is the truth!
David Buckland
June 22, 2021
The Aeris Resources (ASX: AIS) Executive Chairman, Andre Labuschagne, continues to show all the tenacity of his son, Marnus. When the Montgomery Small Companies Fund took up the placement in AIS just over a year ago at $0.03 per share, the thesis was simple. Continue…
by David Buckland Posted in Companies, Editor's Pick, Energy / Resources, Stocks We Like.
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Adobe’s opportunities for margin expansion
Roger Montgomery
June 21, 2021
For this series I asked the team at Polen Capital to describe each of the companies currently in the portfolio. Today, we look at global creative software distributor Adobe. Continue…
by Roger Montgomery Posted in Companies, Polen Capital, Stocks We Like.
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Why we need to reduce our reliance on China
Andreas Lundberg
June 18, 2021
Just a few days ago, WA Premier, Mark McGowan called on the Federal Government to back down from any rhetoric that could be offensive to China. His concern, of course, is around his state’s mineral exports. But given China’s bullying tactics, surely a better response would be for our exporters to broaden their export markets. Continue…
by Andreas Lundberg Posted in Global markets.
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The future of workplaces
Tim Kelley
June 17, 2021
Last year I was intrigued to hear Marc Andreesen of Silicon Valley venture capital firm Andreesen Horowitz[1] comment on the impact that widespread lockdowns in the US had had on the many enterprises that Andreesen Horowitz is involved with. Andreesen’s expectation had been that the sudden transition to work-from-home would negatively impact the progress of portfolio companies towards their commercial goals, and in the venture capital world, where cash burn rates are a critical issue, a company’s rate of progress is very closely tracked. Continue…
by Tim Kelley Posted in Market commentary.
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What to learn from the last year’s IPO winners and losers
Gary Rollo
June 16, 2021
IPOs can give you wonderful returns if you get them right, but burn your money if you don’t. And that’s clearly shown in the trajectories of the companies that have listed since the COVID-induced market lows in March 2020. Because, while there were some big winners – like Cettire (ASX:CTT), Aussie Broadband (ASX:ABB) and Universal Stores (ASX:UNI), there were also some clear losers. Continue…
by Gary Rollo Posted in Companies, Editor's Pick.
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Autodesk’s shift to software-as-a-service
Roger Montgomery
June 15, 2021
In March Montgomery Investment Management introduced the Polen Capital Global Growth Fund to Australian investors. In this series of articles the team at Polen Capital describe companies currently in the portfolio. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Polen Capital.
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Roger has energy for these oil and coal stocks
Roger Montgomery
June 11, 2021
Roger joined Ausbiz to discuss the Dutch court ordering one of the top oil producers in the world, Royal Dutch Shell to implement carbon dioxide emissions cuts. Shell had intended to reduce their oil footprint by about 45 per cent by 2050, but the Dutch court ruled they will need to speed things up and do it by 2030. How much of an impact does this have on companies in the fossil fuel space? Watch here.
by Roger Montgomery Posted in TV Appearances.
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