What should you be watching this reporting season? READ OUR INSIGHTS HERE .
-
Don’t sell! House prices must go up (unless you’re in Victoria)
Roger Montgomery
October 4, 2023
Recent data from the Australian Bureau of Statistics (ABS) has highlighted a significant concern echoed by analysts like Leith Van Onselen of Macro Business. According to the latest ABS data, Queensland’s population has grown by 124,200 residents in just the past year, culminating in March. This dramatic increase can be attributed to a combination of substantial overseas arrivals and a notable interstate migration trend. Continue…
by Roger Montgomery Posted in Market commentary, Property.
- 7 Comments
- save this article
- 7
- POSTED IN Market commentary, Property.
-
The RBA’s battle with inflation: Examining the latest data points
Brett Craig
October 3, 2023
The Australian Bureau of Statistics (ABS) released some important data points last week on the state of inflation and the national accounts. The headline figures did not demonstrate the signs of contraction the Reserve Bank of Australia (RBA) is trying to achieve, however looking into the underlying causes and effects can provide some clarity and sense of optimism. Continue…
by Brett Craig Posted in Aura Group, Market commentary.
- save this article
- POSTED IN Aura Group, Market commentary.
-
How the Polen Capital Global Small and Mid Cap Fund finds under-explored high quality companies
David Buckland
October 3, 2023
In this video insight, I am joined by Rob Forker, the portfolio manager of the Polen Capital Global Small and Mid Cap Fund. We discuss Polen Capital’s strategy of selecting elite companies from a pool of 8000 global stocks based on their five guide rails. Rob also highlights Polen’s approach to investing across the growth spectrum, balancing slower-growing, stable companies like Cochlear with high-growth firms like Globant. Despite the challenging market conditions, Rob remains confident in their strategy, believing that earnings growth will ultimately drive long-term stock price appreciation. Continue…
by David Buckland Posted in Editor's Pick, Polen Capital, Stocks We Like, Video Insights.
-
Dollar cost averaging: navigating market volatility for long term success
Roger Montgomery
September 29, 2023
Back in March 2022, Toby Roberts advocated for a dollar cost averaging approach to investing. Considering that The Montgomery Small Companies Fund has returned 11.19 per cent in the three months to 31 August, resulting in an outperformance of 8.97 per cent over its benchmark, I wanted to explore whether dollar cost averaging has provided another win for investors. Continue…
by Roger Montgomery Posted in Investing Education.
- save this article
- POSTED IN Investing Education.
-
Discover how to value the best stocks and buy them for less than they’re worth.
NOW FOR JUST $49.95
buy nowSUBSCRIBERS RECEIVE 20% OFF WHEN THEY SIGN UP
“This is a book you simply must read.
The very best investors in the world are “value” investors.” -
The rise of uranium and the opportunity for small cap investors
Michael Gollagher
September 28, 2023
Australian small companies can provide investors with opportunities to tap into global themes that we believe will drive investment returns in the future. One of these is what is the most effective solution for achieving decarbonisation in electricity production. Continue…
by Michael Gollagher Posted in Energy / Resources, Market commentary, Stocks We Like.
-
Retirement planning assumptions and solutions
Roger Montgomery
September 28, 2023
Recently, Morningstar’s director of personal finance, Christine Benz, penned an insightful note explaining some common and dangerous assumptions individuals make when planning for retirement. Continue…
by Roger Montgomery Posted in Investing Education.
- save this article
- POSTED IN Investing Education.
-
Tuas still growing at a strong clip in Singapore
Roger Montgomery
September 27, 2023
Back in June we provided an executive summary and results update for Tuas Ltd (ASX: TUA), the David Teoh-led Singapore mobile phone service provider spun out of the merger between TPG and Vodafone in 2020 and formerly known as TPG Telecom Pte Ltd (TPG Singapore). Continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
- 2 Comments
- save this article
- 2
- POSTED IN Companies, Editor's Pick.
-
The investment thesis behind Workday – a holding in the Polen Capital Global Growth Fund
David Buckland
September 26, 2023
In this week’s video insight I joined Damon Ficklin, Head of Team and Portfolio Manager from Polen Capital to shed some insight into the strategy behind the Polen Capital Global Growth Fund. Damon highlights how the Fund invests across the growth spectrum owning companies like Amazon or Workday, higher growth businesses although it is also happy to own companies on the other end of the spectrum like a L’Oreal or an Abbott Laboratories. Damon also shares how the investment thesis behind Workday and why it is currently a holding in the Fund. Continue…
by David Buckland Posted in Editor's Pick, Polen Capital, Stocks We Like, Video Insights.
