Companies
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Freedom Foods – significant control deficiencies cost $591.5m
David Buckland
December 2, 2020
The meaningless historical accounts signed off by Deloitte Touche Tohmatsu, came to a head on Monday 30 November when Freedom Foods Group Limited (ASX: FNP) released its Annual Report for the year to 30 June 2020. continue…
by David Buckland Posted in Companies
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Why Flight Centre shares are soaring again
Joseph Kim
December 1, 2020
The good news on coronavirus vaccines has boosted the value of travel stocks, like Flight Centre (ASX:FLT), Webjet (ASX:WEB) and Corporate Travel (ASX:CTD). While a return to normal is still a fair way off, many investors clearly don’t seem to mind, and are looking ahead to better times. So, are they being realistic, or is this a case of irrational exuberance? continue…
by Joseph Kim Posted in Companies
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The consumer businesses that should thrive in 2021
Roger Montgomery
November 30, 2020
The COVID-19 lockdowns brought massive changes to consumer behaviour this year. Now, the economic re-opening is bringing a new set of changes. These should benefit many of the consumer businesses that suffered during the lockdowns, thus providing some great opportunities for investors. Let’s look at some of the businesses that should thrive in 2021. continue…
by Roger Montgomery Posted in Companies, Consumer discretionary
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Salesforce: A Symphony of Solutions (Part I)
Amit Nath
November 27, 2020
For many people, Salesforce (NYSE: CRM) is unlikely to be a household name like Apple, Amazon or Google, which are deeply entwined into our daily lives. However, within enterprise companies there are very few software applications that are more mission critical for a business than Salesforce. continue…
by Amit Nath Posted in Companies, Stocks We Like
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Liquidity begets liquidity: CME Group
Phillip Namara
November 27, 2020
What do airlines, farmers and bank lenders all have in common? They all have exposure to an underlying commodity or asset class that they would ideally like to hedge to minimise price risk. At a derivative exchange, this group, known as commercial hedgers, use derivative contracts to eliminate price risk arising from their exposure to commodities like jet fuel, soybeans, or interest rates, to name a few. continue…
by Phillip Namara Posted in Companies
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Lovisa supercharges their European growth
David Buckland
November 26, 2020
Early this year Lovisa Holdings Limited (ASX:LOV) celebrated its tenth birthday and this coincided with the Company’s share price hitting a pandemic low in March 2020 of $2.45. It has since rallied 4.5-fold to the current $11.20, giving a market capitalisation on 107.5 shares of $1.2 billion. continue…
by David Buckland Posted in Companies, Stocks We Like
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Emerging economies are digitising – fast
Lachlan Mackay
November 25, 2020
Pandemic-related digital transformations of major developed economies have inspired extensive analysis of listed tech companies, many of which are now pricing in extraordinary growth projections. With less fanfare but a much longer runway ahead, emerging economies such as Latin America and India have had similar accelerations of e-commerce and mobile communications investment. continue…
by Lachlan Mackay Posted in Companies
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Is Qantas returning to normal, or something better?
Tim Kelley
November 23, 2020
Back in May, we wrote about potential investment merit in Qantas, noting that, while airlines do not readily fit into the “exceptional business” category, we could see good reasons why an investor might be attracted to Qantas (ASX:QAN) at the mid-$3 price that prevailed at the time. continue…
by Tim Kelley Posted in Airlines, Companies
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Alibaba is more than just China
Christopher Demasi
November 23, 2020
Most readers will know that Alibaba operates the largest e-commerce platform in China, with its Taoabao and Tmall marketplaces. Some will know that Alibaba also operates China’s largest cloud computing platform, Alicloud. But did you know that Alibaba also operates Southeast Asia’s largest online retail marketplace? continue…
by Christopher Demasi Posted in Companies, Stocks We Like
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Why our confidence in EML has increased
Dominic Rose
November 20, 2020
News of a potentially highly effective COVID-19 vaccine has provided a welcomed boost for so called ‘out and about’ stocks which are viewed as key beneficiaries of an economic re-opening scenario. Over the past few months, the Montgomery Small Companies Fund has been busy seeking ‘vaccine insurance’ to position the portfolio further towards the re-opening trade. continue…
by Dominic Rose Posted in Companies, Stocks We Like
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