As expected, during periods of heightened volatility and a shifting economic environment, we are refining the Portfolio opportunistically. This includes initiating positions in companies that have been unfairly punished by investment markets, and taking profits by trimming companies that have held up well and those that we believe have lower return expectations going forward. Continue…

by Polen Capital Posted in Polen Capital, Stocks We Like.

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I joined Sean Aylmer on The Fear and Greed Podcast to discuss dividends. A lot of investors love getting dividends. But are you looking at this the wrong way? Businesses that have attractive dividend yields may not have much money left to reinvest in the business.

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

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For some time, we’ve been warning that rising interest rates would have catastrophic consequences for many profitless ‘prosperity companies’ (companies with no profit, and no prospect of making any). In particular, we’ve written that funding for these firms would dry up, leading to cuts in jobs and research and development (R&D), and that some firms would go under. Well, it’s all playing out as we predicted. And amid the carnage, one of the less publicised consequences is the impact on companies developing self-driving vehicles. Continue…

by Roger Montgomery Posted in Companies.

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The Australian Bureau of Statistics (ABS) released the Quarterly Consumer Price Index this week, which confirmed a second consecutive quarterly slow down. The Reserve Bank of Australia (RBA) will be closely assessing this data in preparation for next weeks’ monetary policy decision meeting.​ Continue…

by Brett Craig Posted in Aura Group.

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Roger joined James Kirby on The Australian’s Money Cafe podcast to discuss a green light for small caps, the dangers of ‘over contributing’ to super, why the ASX is reasonable value just now and whether we should worry about US banks. 

by Roger Montgomery Posted in On the Internet, Podcast Channel.

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In this interview with Ausbiz Roger discusses two companies we believe have bright prospects ahead including Transurban (ASX:TCL) and Alliance Aviation services (ASX:AQZ). Roger emphasizes Transurban’s ability to secure substantial debt at very low rates, with 96.8 per cent of its debt book having interest hedging in place. Watch the interview: Why Roger’s bullish on Transurban

by Roger Montgomery Posted in TV Appearances.

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We are pleased to announce that Lonsec, in their second year of coverage, has upgraded the Polen Capital Global Growth Fund (Class B Units[1]) to ‘Recommended’. This is the second highest rating available for strategies they research. Continue…

by Dean Curnow Posted in Polen Capital.

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CSL Ltd (ASX:CSL)  – which labels itself as a multinational specialty biotechnology company – has long been one of the stars of the Australian market. Since listing in 1994, CSL has not missed a beat, with its share price soaring a massive 25,000 per cent.  It’s a long-term holding in the Australian Eagle portfolio and, with great management and a solid growth outlook, we continue to like what we see.

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by Sean Sequeira Posted in Companies, Editor's Pick, Health Care, Insightful Insights.

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