Companies
-
Is it a fad? Yes, always
Roger Montgomery
March 9, 2022
Is this a fad? This is one of the questions an investor must always ask themselves, no matter what company they are investigating. And when the company in question is fitness related, the answer is it usually is a fad. continue…
by Roger Montgomery Posted in Companies.
- save this article
- POSTED IN Companies
-
The headwinds facing Autosports Group
Roger Montgomery
March 1, 2022
Autosports Group (ASX:ASG) operates over 50 car sales outlets in Sydney, Melbourne, Brisbane and the Gold Coast. Its share price has been on a rollercoaster ride since floating in 2016 and currently sits below the $2.40 listing price. ASG is profitable and reasonably priced, but investors should be mindful of the threats facing its business model. continue…
by Roger Montgomery Posted in Companies.
- save this article
- POSTED IN Companies
-
A marriage of convenience or a marriage of necessity?
David Buckland
February 28, 2022
The tough conditions gripping the Buy Now, Pay Later sector has seen Zip Co Limited (ASX: Z1P) make an agreed takeover scrip bid for Sezzle Inc (ASX: SZL) using 0.98 Z1P shares for 1 SZL share. At Friday’s close of $2.21, this values each SZL share at $2.16, a 21 per cent premium to its closing price of $1.78. Despite recording a strong trajectory from a revenue perspective, both companies remain cashflow negative businesses, and it is hoped the merger and severe cost cutting accelerates the path to profitability. continue…
by David Buckland Posted in Companies.
- save this article
- POSTED IN Companies
-
Why we continue to like NZ’s Freightways
Andreas Lundberg
February 25, 2022
You may not be familiar with New Zealand’s Freightways Ltd (NZX:FRE), but it’s a company The Montgomery Fund has held for a long time. Freightways has been a strong performer for many years, and we’re attracted to the diversity of the business and entrepreneurial drive. The recently released interim results point to a company that is well positioned for further growth. continue…
by Andreas Lundberg Posted in Companies, Stocks We Like.
- save this article
- POSTED IN Companies, Stocks We Like
-
Consolidation of the BNPL Sector appears imminent
David Buckland
February 22, 2022
With the ZIP Co Limited (ASX:Z1P) share price declining 81 per cent from $13 to $2.50, and the Sezzle Inc (ASX:SZL) share price declining 84 per cent from $11.40 to $1.80, it seems increasingly likely the Buy Now Pay Later (BNPL) sector will consolidate with a ZIP – Sezzle Inc merger. continue…
by David Buckland Posted in Companies.
- save this article
- POSTED IN Companies
-
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.
READ HERE -
Goodman Group’s profit doubles
Roger Montgomery
February 18, 2022
Following on from material swings in the fortunes of property developers and managers including Dexus (ASX:DXS) and Vicinity Centres (ASX:VCX), Goodman Group (ASX:GMG) reported a doubling in profit for the first half of FY22. The Goodman Group result was very strong. continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
- save this article
- POSTED IN Companies, Stocks We Like
-
GWA navigates the COVID-19 disruptions
Roger Montgomery
February 18, 2022
COVID-19 related labour shortages and supply chain disruptions are a constant theme this reporting season. And Brisbane-based GWA Group (ASX:GWA) – which imports and distributes bathroom and kitchen brands like Caroma, Dorf and Clark – was not immune. Despite these challenges, GWA was able to report a solid half-year result. continue…
by Roger Montgomery Posted in Companies.
- save this article
- POSTED IN Companies
-
Carsales continues to profit from a booming car market
Roger Montgomery
February 17, 2022
If you’ve been shopping for a new or used car over the last two years, you would have noticed that prices have rocketed. That’s been a major benefit to car retailers, like Eagers Automotive. It’s also boosted the revenues and share price of Carsales.com (ASX:CAR), the online automotive marketplace, which has just reported its half-year results. continue…
by Roger Montgomery Posted in Companies.
- save this article
- POSTED IN Companies
-
Should BHP pay big dividends, or buy back its shares?
Joseph Kim
February 16, 2022
After a bumper six months, BHP (ASX:BHP) is awash with cash. And it will soon be rewarding its shareholders. In its recent results announcement, the big Australian miner said it will pay a record interim dividend of US$1.50 per share. But are shareholders better off with a big dividend or a share buy-back? continue…
by Joseph Kim Posted in Companies, Energy / Resources.
- save this article
- POSTED IN Companies, Energy / Resources
-
Despite the share price fall, IDP Education’s future is looking bright
Roger Montgomery
February 14, 2022
IDP Education (ASX:IEL) has just reported its half-year results, which came in below market expectations, largely due to COVID-related restrictions. The initial market reaction was quite severe, pushing the share price well below its November 2021 high. IDP has a solid pipeline of leads and, with borders reopening, the future is looking bright. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
- 2 Comments
- save this article
- POSTED IN Companies, Editor's Pick, Stocks We Like
