Companies
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Is Flight Centre about to take off?
Roger Montgomery
September 5, 2023
In 2018, Flight Centre Travel Group’s (ASX:FLT) share price was flying high and trading above $61.00. With 101.1 million shares on issue, the market capitalisation at the time was just shy of $6.2 billion. continue…
by Roger Montgomery Posted in Companies.
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What ‘Appens’ next?
Roger Montgomery
September 1, 2023
Appen (ASX:APX), a self-described global leader in data collection, adaptation, and labelling for major technology firms, has been variously considered a technology company, a machine learning beneficiary, and more recently, an AI winner. In truth, it is a stretch to consider it any of these things. And in my opinion, it is none of these things and never has been. continue…
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WHITEPAPERS
Hidden in plain sight: our quest for quality around the world
Polen Capital
August 31, 2023
Recently, we highlighted the attractive opportunity we see in international equities.¹ On the back of more than a decade of underperformance relative to the U.S., we believe international now has some notable winds at its back, including cheap absolute and relative valuations and moderating dollar strength. continue…
by Polen Capital Posted in Companies, Polen Capital, Stocks We Like, Whitepapers.
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The appalling treatment of Australia: high airfares, Qantas’ anti-competitive behaviour, and nepotism
Roger Montgomery
August 29, 2023
The skies above Australia have long symbolised freedom, exploration, and connection. Yet, in recent years, these skies have become shrouded in clouds of anti-competitive behaviour, sky-high airfares, and nepotism, threatening the very essence of Australia’s aviation industry. continue…
by Roger Montgomery Posted in Airlines, Companies, Editor's Pick.
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Altium – A quality stock with excellent momentum
David Buckland
August 25, 2023
In this week’s video insight, David Buckland, CEO of Montgomery, and Sean Sequeira, Chief Investment Officer of Australian Eagle Asset Management, discuss the investment landscape surrounding Altium (ASX:ALU). The discussion delves into Altium’s historical performance, its emphasis on quality, and its ambitious growth aspirations. Through an exploration of Altium’s positioning, management consistency, and recent achievements, this discussion underscores the significance of these factors in evaluating the company’s investment potential. continue…
by David Buckland Posted in Companies, Stocks We Like, Video Insights.
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WHITEPAPER
HIGHER RETURNS AND LOWER RISK? YES, IT’S POSSIBLE WITH PRIVATE CREDIT
Discover how private credit can deliver higher returns with lower risk in our latest whitepaper. Learn how the Aura Core Income Fund’s AA equivalent rated portfolio has consistently outperformed while maintaining transparency and robust risk management. Unlock the insights to achieve superior risk-adjusted returns today.
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Another high quality result – Breville
Roger Montgomery
August 23, 2023
Breville Group (ASX:BRG) is a company owned in the Montgomery Small Companies Fund and one we have written about extensively. Back on April 14, I wrote about Breville, its 40 per cent share price decline from August 2021 highs and the fact that it was trading on a price earnings (P/E) ratio typically reserved for retailers with store lease obligations and few runways for growth. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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Megaport is seeing excellent momentum
David Buckland
August 23, 2023
After exceeding $21 per share in late-2021, Megaport Limited (ASX:MP1) experienced a very rough 17 months. The company now seems to have its mojo back from the trough in April 2023. Not only has the share price more than tripled to $12.15, but this has been accompanied by some very positive company announcements. continue…
by David Buckland Posted in Companies, Editor's Pick, Stocks We Like.
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Super Retail Group is still winning despite a challenging retail backdrop
Roger Montgomery
August 22, 2023
Another major retailer delivered its FY23 results providing a further data point for conditions in the consumer sector of the economy, which, it is worth remembering, represents a little over 50 per cent of the Australian economy. continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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Two innovative companies the Polen Capital team like
David Buckland
August 22, 2023
Koh Young Technology, a world leader in 3D measurement and inspection technology and Tomra Systems, a Norwegian multinational corporation manufacturing collection and sorting products are two transformative players in the field of technology, both held in the Polen Capital Global Small and Mid Cap Fund. continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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What do the latest consumer spending insights tell us?
Roger Montgomery
August 21, 2023
In July, the Commonwealth Bank of Australia (ASX:CBA) published its inaugural monthly household spending insights (HSI) Index, replacing the superseded ‘intentions’ index. Based on online, Bpay, debit, and credit card transaction data, the insights are indeed comprehensive, coming from the bank’s seven million customers. Contrast that with a typical report or survey of a few thousand customers! This report, drawn from de-identified payments data, offers valuable insights into spending trends, and it has revealed a tightening of consumer belts with a decline in spending growth nationally to a modest 1.3 per cent in the year leading up to July. continue…
by Roger Montgomery Posted in Companies, Market commentary.
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