June 30, 2021

Some encouraging updates from Avita Medical

By Joseph Kim

If you are a longer-term shareholder of Avita Medical (ASX:AVH), it is likely you would have experienced a rather disappointing journey over the past 12 months. COVID-19 and lockdowns in the US have stymied the RECELL roll-out just as it was gaining steam, as well as preventing recruitment for its various label extension plays in vitiligo, paediatric scalds and wound care.

June 29, 2021

oOh!Media screens as a cheap recovery story

By Dominic Rose

Economic reopening and cyclical reflation trades have rewarded investors handsomely over the past six months or so, particularly those offering immediate leverage to the stronger than expected demand recovery scenario currently playing out.
June 25, 2021

National Storage REIT: Resilience and Growth

By Gary Rollo

  Despite a challenging backdrop through COVID, National Storage REIT (ASX:NSR) has continued its strong trajectory into 2H FY21, supported by market conditions and ongoing portfolio optimisation. The self-storage sector has demonstrated its resilience through COVID and is benefitting from changes to how people live and work.
June 16, 2021

What to learn from the last year’s IPO winners and losers

By Gary Rollo

IPOs can give you wonderful returns if you get them right, but burn your money if you don’t. And that’s clearly shown in the trajectories of the companies that have listed since the COVID-induced market lows in March 2020. Because, while there were some big winners – like Cettire (ASX:CTT), Aussie Broadband (ASX:ABB) and Universal Stores (ASX:UNI), there were also some clear losers.

June 15, 2021

Autodesk’s shift to software-as-a-service

By Roger Montgomery

In March Montgomery Investment Management introduced the Polen Capital Global Growth Fund to Australian investors. In this series of articles the team at Polen Capital describe companies currently in the portfolio.
June 8, 2021

Why property prices should continue to climb

By Roger Montgomery

CoreLogic has just reported that national dwelling prices rose by 2. 3 per cent in May. That’s an annualised rate of more than 28 per cent. And with lenders continuing to provide cheap and easy access to credit, and investors showing lots of interest, I don’t see the property market cooling off any time soon.
June 7, 2021

Is Capricorn Metals due a re-rate?

By Joseph Kim

Capricorn Metals is a junior gold company that is entering an exciting time in its development phase. With the company very close to first gold pour and commissioning underway at its 100 per cent owned Karlawinda project in WA, we believe there is significant re-rating potential if the company successfully executes on targeted project metrics over the next 6-12 months.

June 4, 2021

Abbott Laboratories building life-changing technologies

By Roger Montgomery

In March Montgomery Investment Management introduced the Polen Capital Global Growth Fund to Australian investors. The Boca Raton-based manager Polen Capital was established in 1979 and over the past 32 years the flagship US Portfolio has been able to compound earnings growth above 15 per cent annually versus approximately six per cent annually for the S&P 500.
June 1, 2021

Is it time to tilt to high quality tech names?

By Roger Montgomery

Over the past year or so, we’ve seen spikes in the valuations of fast growth, momentum stocks. But if inflation rears its head, that could change in a heartbeat. Which is why the next big rotation could see these over-valued – often profitless – firms dumped in favour of long-duration quality tech businesses.
May 31, 2021

3 off-piste investing ideas for your portfolio

By Roger Montgomery

It’s hard not to be intrigued by – and envious of – the stories of rapid and stupendous gains made by some people on unconventional investments, like NFTs and cryptocurrency.   The good news, particularly for those who missed out on this profit bonanza, is there are still some unconventional investments out there with very attractive prospects.
May 27, 2021

Accenture: the twenty-year illustration of patient investing

By David Buckland

The Polen Capital Global Growth Fund attempts to own 25-35 of the highest quality businesses which meet all of the manager’s five guardrails – a sustainable return on equity exceeding 20 per cent; exceptionally strong balance sheet; stable or growing profit margins; abundant free cashflow; and real organic revenue growth.
May 26, 2021

Why Webjet could be set to soar again

By Stuart Jackson

Travel businesses have really suffered due to the COVID-19 travel restrictions and border closures, but with many economies re-opening, unleashing a likely tsunami of pent-up travel demand, the future is looking brighter. And companies like Webjet (ASX:WEB), the Australasian online travel agent and global hotel room intermediary, should be major beneficiaries. Webjet has just released its FY21 results.

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