Companies
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Two high-quality stocks we own in The Montgomery Funds’ portfolio
David Buckland
August 18, 2023
In this video insight, David Buckland, CEO of Montgomery, and Sean Sequeira, Chief Investment Officer of Australian Eagle Asset Management, discuss the positive impact of Australian Eagle’s partnership with Montgomery. They delve into recent company earnings reports, highlighting Cochlear’s (ASX:COH) return to growth as indicative of its strong business quality and long-term potential, independent of external factors. They also mention QBE’s (ASX:QBE) efforts to improve margins through enhanced risk management for better earnings quality, potentially leading to a higher market rating. continue…
by David Buckland Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.
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Four companies the Polen Capital Global Small and Mid Cap Fund recently added to its portfolio
Polen Capital
August 15, 2023
Market volatility and substantial shifts in share prices provide the opportunity to refine the businesses we own. During the June quarter the Polen Capital Global Small and Mid Cap Fund initiated four new positions in Alight Solutions, Markel, Shift, and Tomara. continue…
by Polen Capital Posted in Companies, Polen Capital.
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Why Workday and Globant were added to the Polen Capital Global Growth Fund
Polen Capital
August 15, 2023
During the June quarter the Polen Capital Global Growth Fund added two new holdings to the portfolio, Workday which was quickly built-up to a full-sized holding and a smaller position in Globant. continue…
by Polen Capital Posted in Companies, Polen Capital.
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Nick Scali FY23 Results: Onwards and upwards despite consumer volatility
Roger Montgomery
August 15, 2023
There are a handful of retailers in Australia that we can class in terms of quality as superior, if not unsurpassable. Those retailers include JB Hi-Fi, ARB and Reece Plumbing. Another is Furniture giant Nick Scali (ASX:NCK). The company unveiled its financial results for FY23, Friday, demonstrating praiseworthy resilience and adaptability despite the uncertain market conditions. continue…
by Roger Montgomery Posted in Companies.
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JB Hi-Fi’s FY23 results overview
Roger Montgomery
August 14, 2023
Australian-based electronics and home appliance retailer, and consumer litmus test (not forget one of the highest quality retailers in the country), JB Hi-Fi (ASX:JBH), has unveiled its FY23 results, and it’s a mix of estimate-beating gains with some slowing trends, especially in The Good Guys division. Here’s a quick dive into the numbers and what they mean for the retailer, and possibly, its shares. continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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Why we think Alliance Aviation has strong earnings growth potential
Gary Rollo
August 11, 2023
In this week’s video insight I joined Montgomery’s head of distribution Scott Phillips to discuss a current holding in the Montgomery Small Companies Fund, Alliance Aviation Services (ASX:AQZ). Alliance Aviation Services falls into the category of Aviation, although it is not a typical airline business. I identify why it is a holding in the Montgomery Small Companies Fund and what we expect in terms of its future earnings. continue…
by Gary Rollo Posted in Airlines, Companies, Editor's Pick, Stocks We Like, Video Insights.
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Is there now an opportunity to invest in Credit Corp following its share price decline?
Roger Montgomery
August 9, 2023
With Credit Corp’s (ASX:CCP) share price down 13 per cent after releasing its full year results, wiping out all the company’s gains over the past 12 months, one might reasonably wonder whether an opportunity to invest has presented itself? continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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Euronext and TMX Group: Two exchanges enjoying monopolistic connotations
David Buckland
August 8, 2023
Our global investment partner, Polen Capital, seeks to invest in high-quality companies that have strong growth potential and competitive advantages. In this article, I explore two global financial services organisations owned by the Polen Capital Small and Mid Cap Fund – Euronext and TMX Group. continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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What can we expect from small caps this reporting season?
Michael Gollagher
August 7, 2023
As we enter reporting season, I thought it would be timely to take a moment and review four key sectors of the small companies market that will no doubt be front of mind for many investors. continue…
by Michael Gollagher Posted in Companies, Stocks We Like.
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Why REA Group will keep delivering for investors
Roger Montgomery
August 4, 2023
As I’ve written before, I think REA Group (ASX: REA), is one of Australia’s highest quality businesses. REA’s online portal – realestate.com.au – is the go-to destination for people wanting to buy, sell or rent property, and this has led to massive earnings growth, and turbo-charged REA’s share price. Looking at the metrics of the business, I see no reason why this will not continue. continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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