Global fund manager, Pendal Group (ASX:PDL), has just announced the strategic acquisition of US-based Thompson, Siegel & Walmsley (TSW). The acquisition delivers material scale to the existing US operations and is expected to be double-digit earnings accretive in the first 12 months. continue…

by Dominic Rose Posted in Companies

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After performing admirably for much of the March 2021 quarter, Tencent Music Entertainment (TME) (market capitalisation of US$25.7 billion), has experienced significant share price dislocation over recent weeks, declining from over US$30 to the current US$15 per share. continue…

by David Buckland Posted in Companies, Polen Capital, Stocks We Like

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Universal Store (ASX: UNI) is a youth-focused retailer of trend-led and casual fashion, shoes, accessories, lifestyle and ‘gifting’. It only listed last November, but has managed to surprise market estimates to the upside three times since then with impressive and accelerating rates of organic growth. Clearly, it’s a great story, and I like the firm’s short to medium term prospects. continue…

by Stuart Jackson Posted in Companies, Stocks We Like

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There are over 2,000 companies listed on the ASX and most of them are small caps presenting huge investment opportunities in ASX small cap stocks, but how do you know which ones to invest in? We look for exposure to high-quality businesses that exhibit considerable growth and will come out of the pandemic in a stronger competitive position.

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by Gary Rollo Posted in Companies, Investing Education

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Facebook’s March 2021 Quarter revenue increased 48 per cent to $26.2 billion from $17.7 billion with strong demand for advertising from the social network’s 2.85 billion monthly active users, across its Facebook, Instagram and WhatsApp platforms, up 10 per cent. Net income in the March quarter jumped 94 per cent from $4.9 billion to $9.5 billion, easily exceeding analysts’ expectations. continue…

by David Buckland Posted in Companies, Stocks We Like

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Network as a Service provider (NaaS), Megaport (ASX:MP1) is a company we follow with interest, and one that we have commented on in several previous articles. continue…

by Tim Kelley Posted in Companies, Stocks We Like

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In terms of the weighting of the Polen Capital Global Growth portfolio, each of Microsoft, Alphabet and Starbucks produced bumper March 2021 Quarterly results and a summary follows. continue…

by David Buckland Posted in Companies, Polen Capital, Stocks We Like

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The major banks will release their results over the next couple of weeks. Having generally lagged the market over the last few years, the bank stocks have been relative winners in the last six months as fears around bad debts eased. continue…

by Stuart Jackson Posted in Companies, Financial Services, Stocks We Like

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The real estate investment trust sector is not a traditional hunting ground for the Montgomery Small Companies Fund. REITs tend to be passive asset owners or rent collectors. So they’re not a natural fit for our philosophy of investing in talented management teams that can generate compounding wealth for our investors. But National Storage REIT (ASX:NSR) is an exception. continue…

by Gary Rollo Posted in Companies, Stocks We Like

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The Montgomery Small Companies Fund is diversified across the spectrum of growth. It includes Stable Compounders, Tactical Opportunities, and Structural Winners. In this blog, I set out our key holdings in each of these categories. continue…

by Roger Montgomery Posted in Companies, Stocks We Like

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