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How to profit from the boom in batteries
Roger Montgomery
April 8, 2021
According to Roskill Information Services, demand for lithium-ion batteries will increase more than ten-fold over the decade to 2029. This will inevitably lift demand – and prices – for the minerals required to make the batteries. And this should put some Australian miners in the box seat to profit from the next energy revolution. Continue…
by Roger Montgomery Posted in Editor's Pick, Energy / Resources.
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Why I’m still bullish on residential property prices
Roger Montgomery
April 7, 2021
Across Australia, property prices are on a tear, driven for a change by owner-occupiers rather than investors. What’s more, I’m convinced that prices have much further to run, fuelled by low interest rates and supportive government policies. Continue…
by Roger Montgomery Posted in Editor's Pick, Property.
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What is happening in growth vs value investing?
Tim Kelley
April 6, 2021
In the past we have commented several times on the relative performance of value vs growth investing, including this article from the middle of last year, which highlighted the miserable experience of traditional “value” investors in recent years, and the potential for a more positive experience going forward. Continue…
by Tim Kelley Posted in Investing Education.
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Which sectors could suffer if we cut our reliance on China?
Andreas Lundberg
April 1, 2021
China is Australia’s largest trading partner, taking almost one-third of our exports. But, after repeated economic actions – such as the imposition of high tariffs and import restrictions on some of our goods – it’s clear we need to reduce our dependence on China. In the short to medium term, that could be painful for some sectors of our economy. Continue…
by Andreas Lundberg Posted in Editor's Pick, Global markets.
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Growth in mortgage broking
Stuart Jackson
March 31, 2021
In this week’s video insight Stuart discusses a growing segment of the financial services market, mortgage broking. Mortgage brokers provide an important distribution channel for lenders across the spectrum, from the major banks, to the regionals, through to the non-banks and securitised lenders. Will we continue to see strong growth in this area?
by Stuart Jackson Posted in Video Insights.
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Why it will be tough to pick winners in the great EV race
Roger Montgomery
March 30, 2021
If you’re wondering about the best way to profit from the electric vehicle revolution, you’re not alone. To date, Tesla shareholders have enjoyed the fruits of the company’s first mover advantage. But, now, other brands, like Volkswagen, are revving up their strategies, as the race for EV market domination hots up. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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Tencent – a long runway of growth
David Buckland
March 29, 2021
With the sell-off of US ten-year Government Bonds from a record low 0.51 per cent on 4 August 2020 to 1.75 per cent on 18 March 2021, the share prices of selected “long duration” companies have spent recent weeks marking time, at best. Continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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What Telstra’s proposed restructure means for shareholders
Roger Montgomery
March 26, 2021
If you’re a shareholder in Telstra (ASX:TLS), some good news could be on the horizon courtesy of the company’s proposal to restructure its business. The restructure would split TLS into four distinct subsidiaries, and promises to boost the value of the company’s diverse infrastructure assets. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like, Technology & Telecommunications.
