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Watchlist Wednesday: Roger’s two stocks and a bank
Roger Montgomery
June 1, 2021
Roger joined Alec Renehan and Bryce Leske on Equity Mates Watchlist Wednesday to discuss Aussie banks. Montgomery purchased CBA and Westpac during the March 2020 COVID-induced sell off. With a stable economic outlook, are the banks able to continue to generate strong credit growth?
by Roger Montgomery Posted in TV Appearances.
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Is it time to tilt to high quality tech names?
Roger Montgomery
June 1, 2021
Over the past year or so, we’ve seen spikes in the valuations of fast growth, momentum stocks. But if inflation rears its head, that could change in a heartbeat. Which is why the next big rotation could see these over-valued – often profitless – firms dumped in favour of long-duration quality tech businesses. Continue…
by Roger Montgomery Posted in Companies, Global markets, Stocks We Like.
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What return can you expect on Freightways shares?
Tim Kelley
June 1, 2021
Recently, we wrote about the return a long-term investor might expect to earn buying Australian listed equities at today’s prices. The note, which can be found here, concluded that returns in the region of 7.5-8 per cent might be a reasonable estimate – somewhat lower than the returns earned in the past. Continue…
by Tim Kelley Posted in Companies, Stocks We Like.
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Positive news for those cautious about being vaccinated
Roger Montgomery
May 31, 2021
Having just received my first COVID-19 jab this morning, I am encouraged to read the latest stats out of the US Centers for Disease Control and Prevention (CDC). In its recent report, the CDC has found less than 1,000 cases of COVID-19 required hospitalisation out of more than 100 million fully vaccinated individuals. Continue…
by Roger Montgomery Posted in Market commentary.
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3 off-piste investing ideas for your portfolio
Roger Montgomery
May 31, 2021
It’s hard not to be intrigued by – and envious of – the stories of rapid and stupendous gains made by some people on unconventional investments, like NFTs and cryptocurrency. The good news, particularly for those who missed out on this profit bonanza, is there are still some unconventional investments out there with very attractive prospects. Continue…
by Roger Montgomery Posted in Market commentary.
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Following the ETP market through COVID
Dean Curnow
May 28, 2021
The Australian Exchanged Traded Product (ETP) market crossed a staggering $100 billion in assets as at the end of March[1], which was a new all-time high from where they closed 2020 at $95 billion. This is quite a feat when you think about the volatility in markets that occurred over the 12 months prior. Continue…
by Dean Curnow Posted in Market commentary.
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Accenture: the twenty-year illustration of patient investing
David Buckland
May 27, 2021
The Polen Capital Global Growth Fund attempts to own 25-35 of the highest quality businesses which meet all of the manager’s five guardrails – a sustainable return on equity exceeding 20 per cent; exceptionally strong balance sheet; stable or growing profit margins; abundant free cashflow; and real organic revenue growth. And with Polen Capital’s exceptionally low portfolio turnover, global investors have a “sleep well at night” offering. Continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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Equity Mates – Why markets are expensive at the moment
Roger Montgomery
May 26, 2021
Roger joined Alec Renehan and Bryce Leske on Equity Mates to discuss how inflation may impact your portfolio. Inflation is the buzz word of 2021. As an investor should you be worried? Some economists warn that inflation is about to rear its head. But other financial experts are pushing back, saying concerns about inflation are overdone.
by Roger Montgomery Posted in Editor's Pick, TV Appearances.
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