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March 23, 2021
Last year, in direct contradiction to a key recommendation of the Banking Royal Commission, the Federal Government put forward a proposal to ‘relax’ lending standards by the banks. Thankfully, a vote on the legislation has now been put on hold, and I’m hoping the proposal will be shelved completely. Continue…
by Andreas Lundberg Posted in Editor's Pick, Property.
March 22, 2021
Over the past month, the Dow Jones Industrial Index has outperformed the tech-heavy Nasdaq Composite Index and a new narrative has emerged that the market is favouring ‘value’ and ‘re-opening’ stocks (contained in the Dow) over ‘growth’ and ‘COVID winner’ stocks (listed on the Nasdaq). The problem with this simple narrative is that some businesses can have the characteristics of both a ‘value’ and a ‘growth’ stock. Continue…
by Joseph Kim Posted in Investing Education.
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…
March 18, 2021
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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.
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.
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.
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.