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Why you should avoid the siren call of high-dividend stocks
Roger Montgomery
March 31, 2023
We’ve been writing a lot about income, and recently I updated some analysis on the importance of investing in growth stocks rather than yield stocks because, over the long run, the pursuit of growth actually produces a better yield. Let me put forward some more reasons why you’re usually better off avoiding the siren call of high-dividend paying stocks. Continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education.
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Crisis, contagion or QE? The bigger picture
Roger Montgomery
March 30, 2023
In this article for Firstlinks Roger discusses the current U.S. regional banking industry crisis. Many investors are concerned SVB and Credit Suisse are the 2023 equivalent of Bear Stearns and Lehman Brothers, the 2008 poster children of the GFC. However, fears of a repeat are misplaced for several reasons. Read the article: Crisis, contagion or QE? The bigger picture
by Roger Montgomery Posted in On the Internet.
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Why the Polen Capital Global Growth Fund portfolio is going to help investors win in the long run
Polen Capital
March 30, 2023
In this video Polen Capital’s Damon Ficklin joins Roger to discuss the portfolio characteristics of the businesses owned in the Polen Capital Global Growth Fund. The businesses Polen Capital invest in are truly advantaged and have the ability to weather the business cycle and continue to perform well in the current environment. Two examples of businesses delivering double-digit revenue growth include Align Technology and Visa. Continue…
by Polen Capital Posted in Polen Capital.
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Why profit is important, but cash is king
Roger Montgomery
March 29, 2023
Cash flow is the money flowing in and out of a business. It’s what a business needs to fund day-to-day operations and investments, and protect it from financial challenges. And, as we’ve seen with all those ‘profitless prosperity’ companies, it can be the difference between success and failure. So, how do you identify a business that is generating real cash flow, and one that is not? Continue…
by Roger Montgomery Posted in Editor's Pick, Investing Education.
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Why it pays to invest when Mr Market is feeling gloomy
Roger Montgomery
March 28, 2023
If you’re needing some encouragement to invest in this anxious market, take a look at historical share returns in the U.S. and Australia. Research going back almost 200 years has found that you have a 71 per cent chance of a positive return in the U.S. in any given year. And your odds are even better in Australia. What’s more, negative years, like we experienced in 2022, are usually followed by a positive one. Continue…
by Roger Montgomery Posted in Editor's Pick, Market commentary.
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Australia – the outlier with a highly levered consumer
David Buckland
March 27, 2023
Early in 2022, the official cash rates for most English-speaking developed economies were at or around zero. This historical low too often pushed many investors, for fear of missing out, into speculating on things they may now have preferred to avoid. Continue…
by David Buckland Posted in Market commentary.
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Ausbiz: Risk of bank contagion in Australia overrated
Roger Montgomery
March 24, 2023
Roger joined Ausbiz to discuss the ripples that have been sent through the global financial system from the instability in U.S. and European banks. How high is the risk of contagion, is it over stated? Find out why Roger believes the problems seen with Silicon Valley Bank and Signature Bank are unique to the individual banks.
Watch the interview here: Risk of bank contagion in Australia overratedby Roger Montgomery Posted in On the Internet, TV Appearances.
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How to manage risk in your portfolio
Sean Sequeira
March 24, 2023
Most of us tend to be better at buying and holding stocks than we are at selling. After all, buying is the fun part – it’s when optimism is kicking in. But knowing how to sell is just as important when it comes to your returns. Because recycling capital into higher quality stocks with a lower downside risk is how you improve the quality of your portfolio. Continue…
by Sean Sequeira Posted in Companies, Editor's Pick, Investing Education.
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