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Should your portfolio have exposure to the Aussie e-commerce theme?
Roger Montgomery
October 13, 2020
In this week’s video insight Roger discusses the exciting global megatrend of e-commerce. In the seven years between 2014 and 2020, worldwide retail e-commerce sales have grown from US$1.3 trillion to US$6.5 trillion. While much of the focus is on the leading giants; Amazon, eBay, and Alibaba, there are numerous small Australian companies generating serious returns for investors from e-commerce. City Chic Collective is an exciting global e-tailer with a structural component to its growth runway. Continue…
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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The $18.0 billion Merger of two Aussie Gold Miners
David Buckland
October 8, 2020
In November 2019, Saracen Mineral Holdings (ASX: SAR) acquired 50 per cent of the Fimiston Open Pit, known colloquially as the Kalgoorlie Super Pit, from Barrick Resources for US$800 million. A month later Northern Star Resources (ASX: NST) bought Newmont’s 50 per cent stake for US$750 million. Continue…
by David Buckland Posted in Companies, Stocks We Like.
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How much higher can Buy-Now-Pay-Later stocks go?
Roger Montgomery
October 8, 2020
As you’ve no doubt noticed, Buy-Now-Pay-Later (BNPL) providers, like Afterpay and Zip, are all the rage. But do their soaring share prices reflect their real value and future earning power? Or are we just witnessing the latest incarnation of tulip mania? Continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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Why this market is starting to look like a ponzi scheme
Roger Montgomery
October 7, 2020
When Tesla split its stock five-for-one and then rallied 12 per cent on the day the split shares started trading, I thought the market had reached a new and unsustainable level of nutty. But I was wrong. Continue…
by Roger Montgomery Posted in Global markets.
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