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LVMH and the rise of China
David Buckland
March 16, 2021
I remember it like yesterday – several years ago walking up the Champs-Elysees towards the Arc de Triomphe, with my wife Penny. On the corner of Avenue George V stood the iconic Louis Vuitton store and outside, in an orderly line, were several hundred Chinese nationals, waiting patiently to be allowed in by a couple of enormous well-dressed security guards. Continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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Where to invest in 2021
Roger Montgomery
March 15, 2021
The highly respected financial services company, Gavekal, recently published its analysis of S&P500 returns during periods of inflation and disinflation (falling inflation) and, by implication, deflation. Its findings are of profound significance for all investors. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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The Polen Capital Global Growth Strategy – and its low portfolio turnover
David Buckland
March 15, 2021
One of the main characteristics which sets the Polen Capital Global Growth strategy apart is its very low portfolio turnover. Owning great quality businesses, with four investment guardrails – a sustainable 20 per cent return on equity, exceptionally strong balance sheet, stable or growing profit margins and abundant free cashflow – helps sharpen the focus when doing the iterative deep dive research. Continue…
by David Buckland Posted in Companies, Polen Capital.
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Why I’m still not convinced by the Bitcoin bulls
Roger Montgomery
March 12, 2021
I regularly pop on to Philip Clarke’s ABC Nightlife radio show to discuss, and answer questions on, investing and markets. This week, the board lit up with people wanting to ask about the topic du jour – Bitcoin. Is this explosion in interest a signal that Bitcoin is in bubbly territory, or a pointer that it’s here to stay? Continue…
by Roger Montgomery Posted in Editor's Pick, Foreign Currency.
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Why we continue to like Uniti Group
Roger Montgomery
March 11, 2021
David Buckland has been writing about telecommunications services company Uniti Group (ASX: UWL) since March 2019 – just a month after the company listed on the ASX, when the share price was about 20 cents. Today, Uniti shares are around $2.20. That’s better than the proverbial 10-bagger in just two years. And we think there’s more share price growth to come. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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Aussie companies are now global standouts
Andreas Lundberg
March 10, 2021
According to JP Morgan, companies on the ASX have, on average, received some of the largest positive earnings per share revisions anywhere in the world. The reason is likely because our economy has been less impacted by COVID-19 than in most other nations. But this doesn’t mean our market is looking cheap. Continue…
by Andreas Lundberg Posted in Companies, Market commentary.
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ABC Nightlife – Style rotation in markets
Roger Montgomery
March 10, 2021
In this episode of ABC Nightlife Roger joined Philip Clark to talk about recent stock market activity, with the tech names down, responding negatively to rising bond yields. One of the largest market rotations over the past 20 years is upon us. Growth stocks outperformed at the beginning of the year, driven by record low interest rates and the pandemic-induced shift online. Now, as the vaccine rollout gatherers steam, value is back in focus and those stocks that struggled are clawing back gains. Listen to the full interview here.
by Roger Montgomery Posted in Radio.
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Polen Capital’s investment philosophy
David Buckland
March 9, 2021
In this week’s video insight David shares the characteristics of Polen Capital’s investment philosophy and the strong returns with the Polen Capital Global Growth Strategy having delivered an average annual return of 15.75 per cent, in the five years to December 2020. Continue…
by David Buckland Posted in Video Insights.
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