Companies
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The Yandex tailwinds
David Buckland
March 8, 2021
In an interesting piece of research into the Russian e-commerce market, JP Morgan surveyed 3,000 online shoppers and concluded that online sales will grow at an annualised 28 per cent over the next five years. continue…
by David Buckland Posted in Companies, Emerging Markets
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My take on a terrific reporting season
Roger Montgomery
March 3, 2021
One year ago, with the world entering a pandemic nightmare, who could have predicted the amazing first half reporting season just gone? Now, with bond rates climbing, the big question for investors is what lies ahead. continue…
by Roger Montgomery Posted in Companies, Market commentary
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Scentre Group’s activity returns to pre-pandemic levels
Roger Montgomery
February 26, 2021
We purchased shares in Scentre Group (ASX:SCG), owner of 42 Westfield shopping malls in Australia and NZ, during the pandemic, when the share price implied an impairment to the company’s Enterprise Value of as much as 30 per cent versus pre-crisis. continue…
by Roger Montgomery Posted in Companies, Stocks We Like
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Facebook is not as bad as some think
George Hadjia
February 25, 2021
Facebook (FB) has democratised the world of advertising, with many small businesses thriving today as a result of ads they place on FB’s platform. One of the key reasons behind this is the superior ad targeting FB offers, efficiently matching the right ads to the right people. However, recent changes by Apple to their iOS platform will reduce this personalisation of ads and will harm this growth engine for many small businesses. What these changes reveal is the profound, yet often overlooked, impact FB has on society by creating and fostering opportunities for small businesses to efficiently and cheaply get their products discovered by consumers. continue…
by George Hadjia Posted in Companies
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Is the recent SEEK share price performance temporary?
Stuart Jackson
February 25, 2021
Prior to its results release, Seek (ASX:SEK) had seen its share price rise 55 per cent since it last reported results in August 2020. This performance came on the back of rapidly improving monthly job advertisement data in Australia and New Zealand, as well as a broadly improving economic outlook from the roll out of a range of COVID-19 vaccines. continue…
by Stuart Jackson Posted in Companies
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Will Reliance Worldwide benefit from the US freeze?
Roger Montgomery
February 23, 2021
Reliance Worldwide (ASX:RWC), is a global provider of water control systems and plumbing solutions. The company sells innovative plumbing fixtures to enhance productivity and efficiency for end users including plumbers and home handymen. Reliance’s core product is the “Push-to-Connect” (PTC) fitting to connect two ends of a copper pipe, marketed under the Sharkbite brand. continue…
by Roger Montgomery Posted in Companies, Stocks We Like
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And again, Codan surprises on the upside and announces an acquisition!
Andreas Lundberg
February 23, 2021
As a key holding in our funds Codan (ASX:CDA) has continued to consistently deliver and has been the strongest contributor to performance in recent years. On Thursday 18 February, Codan again managed to surprise on the upside despite updating the market through a trading update in late December. continue…
by Andreas Lundberg Posted in Companies, Stocks We Like
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Yandex: beating Google at their own game
David Buckland
February 22, 2021
Further to my recent article on Emerging Markets, one company which seems to be beating Google at its own game is the Russian search engine, Yandex. Capitalised at US$24 billion, many believe Yandex is the best run, most innovative platform companies in the Emerging Markets universe. continue…
by David Buckland Posted in Companies, Emerging Markets
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Codan exceeds expectations yet again
Roger Montgomery
February 22, 2021
Metal and Gold Detecting company Codan (ASX:CDA) is a top ten position in The Montgomery [Private] Fund and just outside the top ten in The Montgomery Fund. It has been a holding for several years after being picked by Andreas Lundberg and purchased between $2.86 and $3.35. Last week’s half-year report again exceeded expectations while re-confirming its status as a high-quality company. continue…
by Roger Montgomery Posted in Companies, Stocks We Like
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Catalyst for value: Vivendi
Phillip Namara
February 18, 2021
Over the weekend Vivendi (EPA: VIV) announced their plans to list Universal Music Group (UMG) and distribute 60 per cent of share capital to “reduce Vivendi’s conglomerate discount.” This corporate action comes as music to the ears (pun intended) of long-term investors in Vivendi which, by all-valuation heuristics, remained materially undervalued despite their ownership of some of the most privileged media assets in the world – especially UMG. continue…
by Phillip Namara Posted in Companies, Stocks We Like
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