In what is perhaps a case of tail wagging the dog, a plunge in electric vehicle (EV) sales in Europe is causing at least one government there to revise the dates by which automotive manufacturers must transition to manufacturing only EVs. Continue…

by Roger Montgomery Posted in Editor's Pick, Market commentary.

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Kids are regularly disappointed – often vocally – when they don’t receive what they want. When those kids become investors, the tantrums they throw can be seen in market reactions to their disappointments. And many investors, forecasters and commentators are predicting a tantrum amid changing expectations for rate cuts in 2024. Continue…

by Roger Montgomery Posted in Economics, Market Valuation.

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The chorus of investors who believe the market is due for a correction is growing louder, and the list of reasons is growing longer.

I have some sympathy with the view the market could pull back. I believe there is an ever-present risk of such pullbacks, so if one should emerge, it would not be surprising. Additionally, I have no belief in anyone’s ability to forecast the precise timing of such a pullback consistently, so now could be as good a time as any. Continue…

by Roger Montgomery Posted in Economics, In the Press.

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In this week’s video insight, David Buckland explores the U.S. budget deficit, steadfast U.S. interest rates, and surging gold prices. As the deficit surpasses projections and interest rates remain high, investors eye the soaring gold market. David delves into the performance of gold-focused companies like Gold Road Resources (ASX:GOR), Ramelius Resources (ASX:RMS), and RED 5 (ASX:RED), predicting a shifting landscape as the appeal of the U.S. Dollar wanes.  Continue…

by David Buckland Posted in Economics, Video Insights.

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Successful business owners are often said to be able to feel the pulse of the companies they lead. For instance, great restaurateurs know what dishes are most popular on the menu, who their regular patrons are, when food suppliers will deliver fresh ingredients, and how much revenue is needed to cover operational expenses such as salaries and rent.   Continue…

by Polen Capital Posted in Investing Education.

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Roger joined Alec Renehan and Bryce Leske on the Equity Mates Investing Podcast to discuss his current view on the market and opportunities for small caps and private credit. This episode also covers what’s next for interest rates, why now is the time to deploy cash, Roger’s investment philosophy and stock picking process and five stock stories. Continue…

by Roger Montgomery Posted in Editor's Pick, Podcast Channel, Small Caps.

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In the March 2024 quarter, we strategically added new positions to our portfolio, including Sage Group, Airbnb, and Paycom. We believe the Polen Capital Global Growth Fund’s valuation is currently fair for what we consider to be a collection of some of the best companies in the world. Continue…

by Polen Capital Posted in Companies, Polen Capital.

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The Australian superannuation system is often seen as one of the envies of the world. With assets totalling $3.7 trillion, our system is the fourth largest in the world and grew by 10 per cent over 2023 from a combination of contributions made to superannuation and underlying investment performance.   Continue…

by Michael Gollagher Posted in Companies, Editor's Pick, Stocks We Like.

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