Companies
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Will Aussie banks rebound from here?
Stuart Jackson
November 24, 2021
In recent weeks, the share prices of Australian banks have been heading south. The Commonwealth Bank of Australia (ASX:CBA) and Westpac (ASX:WBC) have been hit particularly hard, on the back of material falls in their net interest margins. Will margins start to expand soon as the interest rate on fixed rate loans starts to climb again? continue…
by Stuart Jackson Posted in Companies, Editor's Pick, Financial Services, Stocks We Like.
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ASX Listed Small Companies – discerning the wheat from the chaff
David Buckland
November 18, 2021
The Montgomery Small Companies Fund has delivered excellent returns since its inception on 20 September 2019, with an average 14 per cent annualised out-performance, after expenses, over its ASX Small Ordinaries Accumulation Index benchmark. Going through the portfolio on a regular basis with Portfolio Managers Gary Rollo and Dominic Rose I am always impressed in the way they treat individual companies which are currently loss-making. continue…
by David Buckland Posted in Companies, Stocks We Like.
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Polen Capital identifies what makes a quality digital marketplace
Polen Capital
November 17, 2021
As e-commerce growth accelerates it is important that online marketplaces constantly improve their services to stay relevant. Polen Capital identify the characteristics that companies should exhibit which will best position them to reap the long-term benefits of the secular shift to online shopping. continue…
by Polen Capital Posted in Companies, Consumer discretionary, Polen Capital.
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Sydney Board recommends takeover offer at $8.75
Joseph Kim
November 10, 2021
Back in July, the IFM consortium lobbed a full takeover offer for Sydney Airport (ASX:SYD), Australia’s busiest gateway. With the airport about to change hands, here’s why Montgomery Fund’s retained most of its shareholding in SYD throughout the takeover period to date. continue…
by Joseph Kim Posted in Airlines, Companies, Editor's Pick, Stocks We Like.
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Goodman Group continues to ride the boom in online shopping
Roger Montgomery
November 8, 2021
Australian property company, Goodman Group (ASX:GMG), specialises in industrial sites that cater to the digital economy. And, perhaps predictably – given the past 18 months of retail lockdowns – its share price has done well. The company’s recent trading update was extremely upbeat, announcing higher levels of profitability and expectations for increased earnings for the year ahead. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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Why I am still keen on Codan
Andreas Lundberg
November 4, 2021
The share price of electronic solutions and metal detector maker, Codan (ASX: CDA), has fallen around 42 per cent since June. It’s now back where it was around 12 months ago. But instead of being concerned, I believe the company continues to have a very bright future. continue…
by Andreas Lundberg Posted in Companies, Editor's Pick, Stocks We Like.
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Polen Capital Global Small and Mid Cap Fund has left the starting block
David Buckland
November 3, 2021
The Polen Capital Global Small and Mid Cap Fund was launched on Thursday 21 October 2021, and at the time of writing, it has invested in 30 companies with a weighted average market capitalisation exceeding US$9 billion, across 12 countries. For context, this is a fraction of the big global names like Apple (US$2.25 trillion), Microsoft (US$2.0t), Amazon (US$1.7t), Alphabet (US$1.5t) and Facebook ($0.87t). continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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Key take-outs from Coles’ and Woolworths’ Q1 sales
Stuart Jackson
November 3, 2021
Australia’s two supermarket giants, Coles and Woolworths, have just reported their September quarter sales figures. While it’s hard to make comparisons with the same period last year – due to the impact of the COVID-19 lockdowns – there were some meaningful take-outs from the results. continue…
by Stuart Jackson Posted in Companies, Editor's Pick, Stocks We Like.
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What to do when a takeover offer is made for a stock you own
Joseph Kim
November 2, 2021
Lately, we’ve seen numerous takeover offers for ASX-listed companies like Smartgroup, Hansen Technologies, and Iress. These offers inevitably leave investors wondering whether to buy more shares, sell their holding or sit tight. The answer is always the same: it depends on the context. In this blog, I set out a few tips to help you assess the best way to respond to a takeover offer. continue…
by Joseph Kim Posted in Companies.
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Despite the lockdowns, JB Hi-Fi continues to show the strength of its brand
Roger Montgomery
November 1, 2021
The past few months have been tough for most retailers so it was heartening to see JB Hi-Fi’s first quarter 2022 sales results. Despite having to shut over half its stores during the period, the electronics and white goods retailer only reported a small drop in year-on-year sales. With the economy – and stores – opening up again, the numbers point to another strong year. continue…
by Roger Montgomery Posted in Companies, Consumer discretionary.
