Companies
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Why we own Pro Medicus
Roger Montgomery
October 21, 2022
Sean, Alan, Dan and the Australian Eagle team, now running The Montgomery Fund, and The Montgomery [Private] Fund alongside me as co-PM, have held quality healthcare companies for many years due to faster-than-GDP growth and their resilience through most economic environments. Today, I unveil the high-level thesis for the inclusion of Pro Medicus (ASX:PME), a company whose share price causes deep-value investors to spit their cornflakes back into the bowl. continue…
by Roger Montgomery Posted in Companies, Health Care, Stocks We Like.
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Is AMP an improving quality company with a strong valuation case?
Roger Montgomery
October 19, 2022
One new addition in The Montgomery Fund and The Montgomery [Private] Fund is AMP Limited (ASX:AMP), and on its first mention this might seem like a controversial inclusion, but is it really? I cover the in brief the thesis for investing in AMP. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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MEDIA
Why Symbio sees a long growth story in the Asian market
Gary Rollo
October 19, 2022
In this video Gary Rollo joined Symbio’s (ASX:SYM) CEO and Co-Founder Rene Sugo to introduce the business and share how the businesses’ telecom software works. Rene also delves deeper into Symbio’s opportunity in Asian markets and the growth prospects there. continue…
by Gary Rollo Posted in Companies, Montgomery Small Caps Management Video Series, Stocks We Like, Video Insights.
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The Montgomery Fund’s investment thesis in Treasury Wine Estates
Roger Montgomery
October 18, 2022
As part of Montgomery’s transition with Australian Eagle Asset Management, one of the new companies in The Montgomery Fund and The Montgomery [Private] Fund is Treasury Wine Estates (ASX:TWE). Here I’d share a high-level overview of the thesis for the inclusion of Treasury Wine Estates in the portfolios. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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Three new buys from the Polen Capital Global Growth Fund
David Buckland
October 13, 2022
As many of our readers would know, Montgomery Investment Management has partnered with US-based Polen Capital to manage the investment function of its Global Growth Fund. The Fund has used recent market volatility to add three quality businesses to its portfolio. continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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Reporting season in review – a small companies perspective
Michael Gollagher
September 27, 2022
Leading into reporting season this year, it felt more critical than usual from an investor’s perspective. This was driven mainly by the ever-changing macro backdrop which at this point in time could be argued is driving share prices more so than company fundamentals. continue…
by Michael Gollagher Posted in Companies, Editor's Pick, Stocks We Like.
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Why we are underweight consumer discretionary companies?
Roger Montgomery
September 12, 2022
There are no doubts some extraordinary businesses exist in the Australian consumer discretionary sector. Names like ARB, Nick Scali, JB Hi-Fi and Lovisa jump to mind as soon as talk turns to the consumer. But as we examine the shape of our portfolios, one glaring active weight is the underweighting we have to consumer discretionary companies. continue…
by Roger Montgomery Posted in Companies, Consumer discretionary, Editor's Pick.
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ARB and the long game
Roger Montgomery
September 6, 2022
ARB Corporation (ASX:ARB) – the Australian-based global manufacturer and distributor of aftermarket 4WD parts and accessories – has been a stellar performer since listing on the ASX in 1987. It’s a quality business, with sustainable and valuable competitive advantages that enjoys attractive long-term economics. ARB’s share price soared during the lockdowns, but has dropped over 42 per cent in the past year. continue…
by Roger Montgomery Posted in Companies, Consumer discretionary, Editor's Pick.
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August reporting season wrap
Roger Montgomery
September 5, 2022
In the wash-up of the FY22 reporting season a significant amount of focus has been directed to the proportion of companies that beat, met or missed expectations. Roughly 30 per cent of companies beat analyst forecasts, slightly more than 41 per cent were in line with estimates, and the remaining 29-odd per cent missed estimates. continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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The REA Group wild share price ride
Roger Montgomery
August 31, 2022
For a company with such high quality, REA Group (ASX:REA) has experienced an amazing share price range in the last twelve months. On 5 November 2021 REA hit a market capitalisation of $23.9bn when somebody paid $180.67 per share. Just seven months later, the share price hit $93.77 giving the company a market value of $12.4bn. And 43 trading days later, with the share price up 45.8 per cent at $136.70, the market value of REA Group was $18.1bn. continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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