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GWA group – Finding value in the midst of share price uncertainty
Roger Montgomery
October 16, 2023
Back in February 2020, and just before COVID-19 sent the world into a tailspin, GWA (ASX:GWA) shares were on a high, trading at nearly $4 each. Today, shares in the small cap building materials company and distributor of Caroma, Clark and Dorf bathroom and kitchen accessories, tapware and sanitary ware are trading just below $2, a decline of just over 50 per cent. Continue…
by Roger Montgomery Posted in Companies.
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Qantas chair Richard Goyder to step down amid board overhaul
Sean Sequeira
October 13, 2023
Jessica Yun published an article in The Brisbane Times discussing Qantas’ commitment to overhauling its board of directors, including the early retirement of chairman Richard Goyder. Jessica notes Sean Sequeira’s comments that the mounting pressure on Goyder to resign was becoming a “distraction” for the airline trying to improve its reputation. Read the article here: Qantas chair Richard Goyder to step down amid board overhaul
by Sean Sequeira Posted in On the Internet.
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The surge in uranium stocks: Why we like Boss Energy
Gary Rollo
October 13, 2023
In this week’s video insight, David Buckland and Gary Rollo discusses the recent surge in uranium stocks. Gary explains the rationale behind their investments in uranium, emphasising the changing attitudes towards nuclear energy in the context of decarbonization. He highlights a supply-demand imbalance resulting from a decade of underinvestment in uranium production after the Fukushima disaster, making the commodity an attractive investment. They delve into one company they like, Boss Energy (ASX: BOE). Continue…
by Gary Rollo Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.
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Population growth in Australia: Opportunities and challenges ahead
Roger Montgomery
October 12, 2023
Australia, known for its stunning landscapes, unique wildlife, and thriving cities, is experiencing a population boom of historic proportions. As of March 31, 2023, our great southern land is home to 26,473,055 individuals. This remarkable figure represents an astonishing increase of 563,205 people in just one year, marking a growth rate of 2.17 per cent. If this pace continues for another quarter, Australia is poised to set a record for its highest annual population growth, and net overseas migration (NOM) is the driving force. Continue…
by Roger Montgomery Posted in Economics, Market commentary.
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Capital Brief: The investors getting set for an epic resurgence in small caps
Polen Capital
October 11, 2023
There’s a lot of talk right now about bonds and rate hikes, but there is one part of the stock market that is flying under the radar. And this is small caps. In this article for Capital Brief Rob Forker, from our global equities partner Polen Capital shares why he is seeing a decades-low valuation relative to large cap indices. Read the article: The investors getting set for an epic resurgence in small caps
by Polen Capital Posted in Editor's Pick, In the Press, On the Internet.
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Will Chinese electric vehicle manufacturers dominate the “affordable market”?
David Buckland
October 11, 2023
There is a well-known Harvard Business School case study where the Japanese automakers tried to enter the U.S. market in the late-1960s and kept returning home with their tail between their legs as their early vehicles were not designed for big distances on the open American road. Fast forward 50 years and Toyota consistently has one of the largest market shares in the U.S., and not so long-ago Lexus was much preferred over other luxury brands including BMW and Mercedes. Continue…
by David Buckland Posted in Global markets, Market commentary.
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Global investor positioning analysis: Insights, trends, and implications for investors
Roger Montgomery
October 10, 2023
Crossborder Capital recently charted the dynamic shifts in global investor positioning. Measuring “Risk Exposure”, the analysis seeks to describe the extent to which investors have adopted risk, with the task being to identify which markets are ‘overbought’ or ‘oversold’. Continue…
by Roger Montgomery Posted in Global markets, Market commentary.
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Budget deficits, debt ratios, and bond markets: What lies ahead for U.S. investors?
David Buckland
October 9, 2023
The recent removal of the Speaker of the U.S. House of Representatives, Kevin McCarthy, seems to coincide with the outlook of an unsustainable budget deficit and the likelihood the U.S. Federal Debt to GDP ratio will soon exceed the record reached in 1946, immediately after the second World War. Continue…
by David Buckland Posted in Economics, Global markets, Market commentary.
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