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Why our small caps team likes IPH
Roger Montgomery
August 18, 2022
IPH Limited (ASX:IPH) is the leading intellectual property services group in the Asia Pacific region and its shares had fallen as much as 15 per cent from their 2020 highs, for no apparent reason, at which point Gary and Dominic from the Montgomery Small Companies Fund added it to the portfolio on the back of its defensive growth characteristics, strong balance sheet and monumental cash generation. The shares have subsequently rallied from $7.16 to $8.80 prior to today’s results announcement. Continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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Is the current rally premature?
Roger Montgomery
August 17, 2022
I believe there are good arguments the current rally is premature and might reverse. Keep in mind I am still long and heavily invested in equities. I just think the current rally has got ahead of itself. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Has peak inflation passed?
Roger Montgomery
August 16, 2022
In this week’s video insight I ask the question has inflation peaked, and is this leading optimism in the stock market? Stocks rallied sharply last week based on the better-than-expected consumer inflation (CPI) data. Consequently the U.S. Central Bank and the Reserve Bank of Australia will keep increasing interest rates this year, but then cut them next year thanks to a recession. Are these expectations reasonable? I look at some charts to answer this in the video. Continue…
by Roger Montgomery Posted in Editor's Pick, Video Insights.
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A two-part framework for investing for growth
Roger Montgomery
August 15, 2022
There’s a lot going on in the world right now with sufficient power to dramatically improve or destroy investment returns. Inflation, recession, a credit crunch, diminishing Central Bank liquidity and escalating geopolitical tensions all have the potential to alter sentiment in a second and change the fortunes for many. Continue…
by Roger Montgomery Posted in Investing Education.
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2Q2022 Polen Capital Global Small and Mid Cap Commentary
Polen Capital
August 12, 2022
The second quarter of 2022 echoed themes that started earlier this year. High inflation, rising interest rates, and a general “riskoff” mentality have created some difficulty for our investing style in the Polen Capital Global Small and Mid Cap Fund. Continue…
by Polen Capital Posted in Polen Capital.
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Talk Ya Book: A growth stock for your list
Gary Rollo
August 11, 2022
Gary Rollo joined Chris Judd’s Talk Ya Book to discuss one of his favourite value picks at the moment, telecom software business Symbio Holdings (ASX:SYM). Symbio is profitable, growing, generates cash flows and is also on 9 times EBITDA which for an industrial stock is cheaper than the market.
by Gary Rollo Posted in Companies, Editor's Pick, Stocks We Like.
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2Q2022 Polen Capital Global Growth Commentary
Polen Capital
August 10, 2022
The conditions during the second quarter of the year have largely been a continuation of what we experienced during the first quarter, with a long list of exogenous factors continuing to weigh on the market, including persistent inflation, tightening monetary policy, and ongoing supply chain issues. Continue…
by Polen Capital Posted in Polen Capital.
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What to expect from markets in the week ahead
Roger Montgomery
August 8, 2022
Domestic results season is about to ramp up and investors like us will be focusing, in particular, on the outlook statements. You might recall there was a lot of optimism at the time of the half yearly results in February. Back then, a combination of reopening, rebuilding and expectations of a continuation of accommodative monetary policy was met abruptly, in late February, with Russia’s invasion of Ukraine. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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