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Why small caps could rally from here
Roger Montgomery
July 25, 2023
Back on 12 October last year, with the S&P500 in the grip of a bear market, we published a blog titled “Why it might be time to be greedy once more”. It’s turned out to be a good call, as the index has since gained 21 per cent. But not all companies have participated in the rally – large caps have easily outpaced small caps, which are now selling at very attractive prices. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Why Polen Capital own retailer Five Below
David Buckland
July 24, 2023
Our global investment partner, Polen Capital, seeks to invest in high-quality companies that have strong growth potential and competitive advantages. In this article, I explore a U.S.-based retail businesses owned by the Polen Capital Small and Mid Cap Fund – Five Below. Continue…
by David Buckland Posted in Companies, Polen Capital.
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Are we headed for another AI winter?
Roger Montgomery
July 21, 2023
I remember the 1999 tech boom like it was yesterday. I was at Merrill Lynch and the average first-day premium for a Nasdaq IPO was 90 per cent! What stood out was investors’ predilection for anything with a ‘.com’ attached to it. Plenty of companies, even junior mining explorers, whacked a .com on the tail of their changed name and watched their valuations surge. Today, I’m seeing the same trend with artificial intelligence (AI). Continue…
by Roger Montgomery Posted in Market commentary.
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Why you should ignore the economic noise
Roger Montgomery
July 20, 2023
Right now, I think many investors are spending too much time focusing on whether a recession is imminent and how many more interest rate rises are likely before the Reserve Bank of Australia (RBA) taps out. I think they would be far better off trying to identify quality companies that are winning market share, raising prices and margins, and expanding into new regions. And there are plenty of those. Continue…
by Roger Montgomery Posted in Market commentary.
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How Yeti Holdings and Floor & Décor Holdings are growing in the hard-surface industry
David Buckland
July 19, 2023
Our global investment partner, Polen Capital, seeks to invest in high-quality companies that have strong growth potential and competitive advantages. Continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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Dechra Pharmaceuticals and Musti Group ride the pet boom
David Buckland
July 18, 2023
The COVID-19 pandemic emphasised the fact pets, at whatever price, have become family members. Two company enjoying this transformation are Dechra Pharmaceuticals and Musti Group. Continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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Private Credit: a smart choice
Roger Montgomery
July 17, 2023
For many years I’ve advocated investment in equities. That won’t change. I believe owning quality growing businesses is the surest way to long-term wealth creation. A quick glance at the ‘rich lists’ of the wealthiest people in Australia, for example, reveals a list of business owners. And the stock market provides investors with access to many of the very same businesses. Purchase at a rational price a portfolio of businesses whose earnings march upwards over the years, and so will the market value of your portfolio. Continue…
by Roger Montgomery Posted in Aura Group, Editor's Pick, Video Insights.
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Legacy point of sale providers are the walking dead
Roger Montgomery
July 14, 2023
I think investors in businesses that generate meaningful revenue from point-of-sale hardware terminals (EFTPOS terminals) are sleepwalking towards their own financial cliff. And my reading of some of the broker research notes, covering the relevant companies, tells me the market doesn’t understand the implications. There is therefore much more downside ahead for these businesses. Continue…
by Roger Montgomery Posted in Companies, Consumer discretionary, Editor's Pick, Financial Services.
