Companies
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Aeris Resources: a highly operationally leveraged Copper play
David Buckland
October 20, 2021
After rallying from $0.03 to $0.24 per share over the 12 months to June 2021, the Aeris Resources (ASX: AIS) share price recorded a solid retreat over the September 2021 quarter to $0.16 per share. This prompted a handful of clients to ask if something was wrong. continue…
by David Buckland Posted in Companies, Stocks We Like
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What a day…
Roger Montgomery
October 18, 2021
Since the COVID-19 crash, we’ve written a number of posts reflecting our view that a boom in Mergers and Acquisitions would continue, that 2022 has all the hallmarks of another positive year for asset prices – particularly quality equities like those owned in both the Montgomery and Polen Funds –and the search for income would prompt a frenzy of acquisition activity in the infrastructure space and among entities producing steady, reliable and even boring income. continue…
by Roger Montgomery Posted in Companies, Stocks We Like
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Pentanet brings high end gaming performance to almost any device
Gary Rollo
October 18, 2021
Cloud gaming, sometimes called gaming on demand or gaming-as-a-service, is the future for gaming and computing and Pentanet (ASX:5GG) will soon be launching GeForce NOW – American multinational technology company NVIDIA’s premiere cloud-based game streaming service powered by Pentanet. continue…
by Gary Rollo Posted in Companies, Montgomery Small Caps Management Video Series, Stocks We Like
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Pentanet’s solution for fast internet
Gary Rollo
October 14, 2021
Pentanet (ASX:5GG) is a Perth-based micro-cap in the telco and cloud gaming space. Pentanet is passionate about high-speed internet and delivers the largest fixed wireless network in Perth. The company uses owns their own network which allows larger margins and provides a higher quality of service to its users. continue…
by Gary Rollo Posted in Companies, Montgomery Small Caps Management Video Series, Stocks We Like
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Why it’s time to get on board cruise ship stocks
Roger Montgomery
October 13, 2021
The COVID-19 pandemic has hit the cruise industry hard, with hundreds of ships forced to sit idle at docks around the world. Needless to say, the market valuations of cruise ship firms have plunged. But all that is about to change. Bookings are surging once again as global travel reawakens. Which is why I think cruising businesses, like Carnival and Royal Caribbean, could be a once-in-a-generation investment opportunity. continue…
by Roger Montgomery Posted in Companies
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WHITEPAPER
VALUE AND GROWTH: TWO SIDES OF THE SAME COIN
The investment industry and media spend a lot of time discussing ‘value’ versus ‘growth’ investing – and which of them is currently winning. But we don’t believe they’re opposite concepts. Investors should consider both ideas together as they seek out quality companies with bright prospects that will deliver rewards over time.
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Polen Capital Global Growth goes long ICON PLC
David Buckland
October 12, 2021
When David Polen established Polen Capital in 1979, I’m sure he could not have dreamed of an organisation that in 2021 is staff owned, with US$73 billion of funds under management, which comprises three strategies being run by three dedicated teams from three locations – Large Company Growth out of Boca Raton Florida, Small Company Growth out of Boston and Emerging Markets Growth out of London. continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like
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Why Flight Centre’s share price could continue to soar
Roger Montgomery
October 8, 2021
Since August 20 this year to the time of writing, Flight Centre’s (ASX:FLT) share price has risen almost 66 per cent, from $13.74 to $22.90. It’s been spurred on by investors wanting to profit from the reopening of travel, particularly outbound international travel. And despite being heavily shorted, I believe there are some compelling reasons why the share price has further to run. continue…
by Roger Montgomery Posted in Airlines, Companies
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Why near-term bank dividends should remain strong
Stuart Jackson
October 7, 2021
We recently held a webinar to discuss our thoughts from the August reporting season. First, I would like to thank those that listened to the webinar. In this series of posts I would like to provide thoughts on some of the questions about the bank stocks that were asked by those attending starting by answering: What are your thoughts on the major banks for the medium and long term for their dividends? continue…
by Stuart Jackson Posted in Companies, Financial Services
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How Squid Game is generating interest in Korean entertainment stocks
Joseph Kim
October 5, 2021
If you needed any further proof that narratives have been a significant driver of individual stock returns in the current market environment, you need look no further than the impact the recent success of Squid Game has had on the share prices of media companies in South Korea. continue…
by Joseph Kim Posted in Companies
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Why our small caps team recently bought Accent Group
Roger Montgomery
October 5, 2021
The addition of Accent Group to our Montgomery Small Companies Fund portfolio reflects the opportunity apparent from a domestic reopening right before Christmas. Our confidence surrounding a recovery has grown somewhat as we witness an impressive acceleration in both first dose and second dose vaccinations, particularly in the most populous states of New South Wales and Victoria. continue…
by Roger Montgomery Posted in Companies, Stocks We Like
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