Macquarie Telecom and Uniti Group are two holdings in the Montgomery Small Companies Fund. Find out why we like them here.
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3 off-piste investing ideas for your portfolio
Roger Montgomery
May 31, 2021
It’s hard not to be intrigued by – and envious of – the stories of rapid and stupendous gains made by some people on unconventional investments, like NFTs and cryptocurrency. The good news, particularly for those who missed out on this profit bonanza, is there are still some unconventional investments out there with very attractive prospects. Continue…
by Roger Montgomery Posted in Market commentary.
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Following the ETP market through COVID
Dean Curnow
May 28, 2021
The Australian Exchanged Traded Product (ETP) market crossed a staggering $100 billion in assets as at the end of March[1], which was a new all-time high from where they closed 2020 at $95 billion. This is quite a feat when you think about the volatility in markets that occurred over the 12 months prior. Continue…
by Dean Curnow Posted in Market commentary.
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Accenture: the twenty-year illustration of patient investing
David Buckland
May 27, 2021
The Polen Capital Global Growth Fund attempts to own 25-35 of the highest quality businesses which meet all of the manager’s five guardrails – a sustainable return on equity exceeding 20 per cent; exceptionally strong balance sheet; stable or growing profit margins; abundant free cashflow; and real organic revenue growth. And with Polen Capital’s exceptionally low portfolio turnover, global investors have a “sleep well at night” offering. Continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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Equity Mates – Why markets are expensive at the moment
Roger Montgomery
May 26, 2021
Roger joined Alec Renehan and Bryce Leske on Equity Mates to discuss how inflation may impact your portfolio. Inflation is the buzz word of 2021. As an investor should you be worried? Some economists warn that inflation is about to rear its head. But other financial experts are pushing back, saying concerns about inflation are overdone.
by Roger Montgomery Posted in Editor's Pick, TV Appearances.
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Why Webjet could be set to soar again
Stuart Jackson
May 26, 2021
Travel businesses have really suffered due to the COVID-19 travel restrictions and border closures, but with many economies re-opening, unleashing a likely tsunami of pent-up travel demand, the future is looking brighter. And companies like Webjet (ASX:WEB), the Australasian online travel agent and global hotel room intermediary, should be major beneficiaries. Continue…
by Stuart Jackson Posted in Companies, Stocks We Like.
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Finder Investors – should you buy Coinbase shares?
Roger Montgomery
May 25, 2021
Roger joined Kylie Purcell, Finder’s Investments Editor to discuss how Coinbase has performed since its April 2021 IPO and the outlook for the business in the year ahead. As one of the largest cryptocurrency exchanges, Coinbase is profitable now but whether that continues is largely dependant on the value of cryptocurrencies and if the popularity of these alternate assets continues.
by Roger Montgomery Posted in On the Internet.
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Is it time for companies relying on cheap foreign labour to rethink their business models?
Andreas Lundberg
May 25, 2021
In this week’s video insight Andreas discusses businesses that are dependent on the import of cheap foreign labour including those in the construction, agriculture and hospitality industry. Common for all of these industries is that they have historically been relying on foreign workers and are towards the bottom of average wages. Will we see significant labour cost inflation in these industries?
by Andreas Lundberg Posted in Companies.
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Why the Kogan share price has tanked
Roger Montgomery
May 24, 2021
Online retailer, Kogan (KGN:ASX), was one of the standouts during the COVID lockdown, and its share price soared during 2020. But, with many of us heading back to work, there is now less need to spend our days shopping online. This has resulted in ballooning inventories and a plummeting share price. And it’s not the only e-tailer feeling the pinch. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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