Companies
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REA Group is winning with data
Christopher Demasi
September 18, 2020
REA Group lead the shift in property classifieds from offline to online, becoming the dominant property portal in Australia with its realestate.com.au website, but few realise its massive data advantages. continue…
by Christopher Demasi Posted in Companies, Property, Stocks We Like
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Deferred loan repayments are hitting the banks
Stuart Jackson
September 17, 2020
How badly has the COVID-19 pandemic impacted our banks? A quick look at recently released data on hardship-induced loan deferrals tells some of the answer. And it’s a pretty bleak picture for most of our lenders. continue…
by Stuart Jackson Posted in Companies, Financial Services
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Uniti Group ups the ante for OptiComm – and revises their bid to $5.85 per share
David Buckland
September 15, 2020
The team at Uniti Group must have been close to breaking out the champagne on another well executed transaction – detailed here – when the $130 billion First State Superannuation Fund threw a spanner in the works by bidding $5.85 per share or $610 million for OptiComm Limited. continue…
by David Buckland Posted in Companies, Stocks We Like
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Could PayPal’s “Pay in 4” prick the BNPL bubble?
David Buckland
September 15, 2020
The Buy Now Pay Later (BNPL) industry has exploded in Australia in recent years. The space has been admirably led by the Nicholas Molnar, who founded Afterpay Holdings Limited (ASX: APT) in early-2014 after designing the company’s business model from the back of his commerce lectures at the University of Sydney. At its recent high of $96 per share, APT reached a market capitalisation of A$27 billion. continue…
by David Buckland Posted in Companies
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Microsoft and massive cloud markets
Christopher Demasi
September 14, 2020
In the 1990s Microsoft capitalised on the explosion of personal computing worldwide with Windows and Office. Today Microsoft is taking advantage of another massive change in the computing paradigm. Enterprises around the globe are rapidly shifting to the cloud, accelerated by the COVID-19 pandemic, and Microsoft is leading the transformation with Office365 and Azure. continue…
by Christopher Demasi Posted in Companies, Stocks We Like
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Five retail winners from reporting season
Joseph Kim
September 11, 2020
One of the big winners emerging from the recent reporting season has been higher quality, small-cap retail stocks. These companies have benefited from increased spending in goods and durables, as spending generally ear-marked for services (including transport and travel) reduced with lockdown measures – i.e. “higher share of wallet.” continue…
by Joseph Kim Posted in Companies, Consumer discretionary, Stocks We Like
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Why did Berkshire Hathaway buy the Japanese trading firms?
Phillip Namara
September 10, 2020
So far, 2020 has not been the best year for Warren Buffett’s Berkshire Hathaway, as the market plunged in March many of his positions were hit hard. To add insult to injury, the US Federal Reserve’s quick and steadfast support of the capital markets jeopardised any potential capital allocation opportunities afforded to Berkshire, as the lender of last resort. continue…
by Phillip Namara Posted in Companies
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How much upside is left for NXT?
Gary Rollo
September 9, 2020
When we started the Montgomery Small Companies Fund 12 months ago, data centre operator NEXTDC (ASX:NXT) was one of the first businesses we bought. On our analysis, the shares were cheap. One year on and the share price has almost doubled. NXT continues to be a great business but, at current prices, is it still a good investment? continue…
by Gary Rollo Posted in Companies, Editor's Pick, Stocks We Like
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Companies benefiting from stay-at-home restrictions
Roger Montgomery
September 7, 2020
In this week’s video insight Roger discusses the companies who are beneficiaries of the stay-at-home restrictions who have enjoyed strong sales growth. If we put aside materials and gold stocks, the rest of the stock market can be divided into the ‘haves’ and the ‘have nots.’ With the prospect of a vaccine, where are the opportunities for investors? continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Video Insights
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A travel stock set to take off on a recovery
Dominic Rose
September 7, 2020
Travel businesses were some of the biggest casualties of the global pandemic. Many were dealt a near fatal blow by government restrictions and the closing of State and international borders. So it’s logical to assume they could also bounce back strongly once travel restrictions are lifted. To me, one business stands out from the pack. continue…
by Dominic Rose Posted in Companies, Stocks We Like
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