Bond markets signal caution – time to pay attention READ HERE to learn more.
-
MEDIA
Why IMDEX has a strong core business in all market conditions
Dominic Rose
March 19, 2021
Against a challenging backdrop mining technology business IMDEX (ASX:IMD) delivered a strong 1H21 result. IMDEX materially beat market expectations with stronger revenues as exploration regions opened and cost discipline drove solid margin growth. Continue…
by Dominic Rose Posted in Montgomery Small Caps Management Video Series, Stocks We Like, Video Insights.
-
Which miners stand to benefit from emissions reductions efforts?
Tim Kelley
March 18, 2021
Our friends at UBS recently hosted a conference call with Skarn Associates, a London-based consultancy that develops detailed mining sector ESG analysis on an asset-by-asset basis. Continue…
by Tim Kelley Posted in Energy / Resources.
- save this article
- POSTED IN Energy / Resources.
-
Why I think house prices will keep going up
Roger Montgomery
March 18, 2021
Australia is in the grip of its biggest property price boom in more than a decade. The boom is motivated in no small part by a fear of missing out. But there are also other important factors at play, leading me to believe that this trend could continue for some time. Continue…
by Roger Montgomery Posted in Editor's Pick, Property.
- 7 Comments
- save this article
- 7
- POSTED IN Editor's Pick, Property.
-
My take on the meteoric rise of EV makers
Andreas Lundberg
March 17, 2021
The valuations of electric vehicle makers, like Tesla and NIO, have risen spectacularly over the past year. But, given that car manufacturing is a very competitive, low margin business, have their share prices run too hard? Continue…
by Andreas Lundberg Posted in Companies.
- save this article
- POSTED IN Companies.
-
Discover how to value the best stocks and buy them for less than they’re worth.
NOW FOR JUST $49.95
buy nowSUBSCRIBERS RECEIVE 20% OFF WHEN THEY SIGN UP
“This is a book you simply must read.
The very best investors in the world are “value” investors.” -
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.
- 3 Comments
- save this article
- 3
- POSTED IN Companies, Polen Capital, Stocks We Like.
-
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.
- 7 Comments
- save this article
- 7
- POSTED IN Editor's Pick, Market commentary.
-
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.
- save this article
- POSTED IN Companies, Polen Capital.
-
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.
- 3 Comments
- save this article
- 3
- POSTED IN Editor's Pick, Foreign Currency.
