Companies
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Telix Pharmaceuticals – strong momentum ahead
David Buckland
July 12, 2023
Telix Pharmaceuticals Limited (ASX:TLX) is a Melbourne-headquartered $3.9 billion company which recently entered the Montgomery and Australian Eagle portfolios and seems to have very exciting prospects. continue…
by David Buckland Posted in Companies, Health Care, Stocks We Like.
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For the bubble to be a boom, AI will have to be monetised
Roger Montgomery
July 7, 2023
While Google, Meta, Microsoft and Amazon battle it out in the artificial intelligence (AI) race, we all know Nvidia is raking in billions, selling them the GPUs they require while simultaneously sending its market cap into the US Trillion-dollar club alongside its major customers. continue…
by Roger Montgomery Posted in Companies, Technology & Telecommunications.
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Collins foods: Navigating challenges and seeking growth opportunities in the fast-food market
Roger Montgomery
July 6, 2023
Brisbane-based Collins Foods Limited (ASX:CKF) operates, manages, and administratively supports fast-food restaurants and food service outlets. The company’s portfolio of owned and franchised KFC outlets makes it one of the largest KFC franchisees in the world. continue…
by Roger Montgomery Posted in Companies, Consumer discretionary, Editor's Pick.
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Home-grown Australian biomedical companies shine on the global stage
David Buckland
July 5, 2023
In this week’s video insight David Buckland discusses two Australian biomedical companies, Pro-Medicus (ASX:PME) and Telix Pharmaceuticals (ASX:TLX) which are gaining global recognition. Pro-Medicus specialises in imaging software and has experienced significant growth, while Telix focuses on cancer management technologies with promising market potential. Both companies are poised for further success and expansion. continue…
by David Buckland Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.
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From retail giants to resources: Wesfarmers’ strategic Lithium expansion unveiled
Sean Sequeira
July 4, 2023
Most people associate Wesfarmers (ASX:WES) with some of Australia’s best known retail names such as Bunnings, Kmart and Officeworks. While this is where the bulk of the earnings are generated now, the role of Wesfarmers in everyday Australians’ lives actually runs deeper than it would appear on the surface with a growing healthcare and resources exposure. continue…
by Sean Sequeira Posted in Companies, Stocks We Like.
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The newest new thing: Nvidia
Roger Montgomery
July 3, 2023
You gotta love a hype-induced bubble. Having been permanently ensconced in financial markets for more than three decades, I’ve seen a few, and there’s another one forming right now. continue…
by Roger Montgomery Posted in Companies, Technology & Telecommunications.
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Macquarie Technology Group – A small company that is in the cloud
Michael Gollagher
June 29, 2023
For long term investors and followers of our Small Companies Fund (the Fund) you would be aware that one of the themes we have spoken about since the inception of the Fund is Cloud Computing. In recent weeks we have seen the market becoming quite excited about the prospect of Artificial Intelligence (AI) and its related industries. With the news focus being what this emerging technology could mean for company earnings and productivity in general. continue…
by Michael Gollagher Posted in Companies, Stocks We Like.
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Beyond fundamentals: Outlook on digital payments
Polen Capital
June 23, 2023
In this video Dan Davidowitz, Portfolio Manager and Analyst for Polen’s Focus Growth strategy, shares his insights on the often-misunderstood world of digital payments. Can the Visa and MasterCard duopoly be disrupted? continue…
by Polen Capital Posted in Companies, Polen Capital, Stocks We Like, Video Insights.
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Evidence of our predicted retail slowdown is mounting
Roger Montgomery
June 22, 2023
Over the course of the last twelve months, we have warned investors off consumer discretionary stocks, consistent with the positioning of our domestic equity funds and the posture of Brett Craig’s private credit funds, which have also been eschewing extending credit to the sector. continue…
by Roger Montgomery Posted in Companies, Consumer discretionary.
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Avita Medical’s medium-term prospects getting better
David Buckland
June 21, 2023
Avita Medical’s (ASX:AVH) RECELL System was first approved in the U.S. for the treatment of severe burns in 2018 and prepares, produces, and delivers a regenerative cell suspension, Spray-On Skin Cells, using a small amount of a patient’s own skin. continue…
by David Buckland Posted in Companies, Stocks We Like.
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