Companies
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Why it’s time to get on board cruise ship stocks
Roger Montgomery
October 13, 2021
The COVID-19 pandemic has hit the cruise industry hard, with hundreds of ships forced to sit idle at docks around the world. Needless to say, the market valuations of cruise ship firms have plunged. But all that is about to change. Bookings are surging once again as global travel reawakens. Which is why I think cruising businesses, like Carnival and Royal Caribbean, could be a once-in-a-generation investment opportunity. continue…
by Roger Montgomery Posted in Companies.
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Polen Capital Global Growth goes long ICON PLC
David Buckland
October 12, 2021
When David Polen established Polen Capital in 1979, I’m sure he could not have dreamed of an organisation that in 2021 is staff owned, with US$73 billion of funds under management, which comprises three strategies being run by three dedicated teams from three locations – Large Company Growth out of Boca Raton Florida, Small Company Growth out of Boston and Emerging Markets Growth out of London. continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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Why Flight Centre’s share price could continue to soar
Roger Montgomery
October 8, 2021
Since August 20 this year to the time of writing, Flight Centre’s (ASX:FLT) share price has risen almost 66 per cent, from $13.74 to $22.90. It’s been spurred on by investors wanting to profit from the reopening of travel, particularly outbound international travel. And despite being heavily shorted, I believe there are some compelling reasons why the share price has further to run. continue…
by Roger Montgomery Posted in Airlines, Companies, Editor's Pick.
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Why near-term bank dividends should remain strong
Stuart Jackson
October 7, 2021
We recently held a webinar to discuss our thoughts from the August reporting season. First, I would like to thank those that listened to the webinar. In this series of posts I would like to provide thoughts on some of the questions about the bank stocks that were asked by those attending starting by answering: What are your thoughts on the major banks for the medium and long term for their dividends? continue…
by Stuart Jackson Posted in Companies, Financial Services.
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How Squid Game is generating interest in Korean entertainment stocks
Joseph Kim
October 5, 2021
If you needed any further proof that narratives have been a significant driver of individual stock returns in the current market environment, you need look no further than the impact the recent success of Squid Game has had on the share prices of media companies in South Korea. continue…
by Joseph Kim Posted in Companies.
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Why our small caps team recently bought Accent Group
Roger Montgomery
October 5, 2021
The addition of Accent Group to our Montgomery Small Companies Fund portfolio reflects the opportunity apparent from a domestic reopening right before Christmas. Our confidence surrounding a recovery has grown somewhat as we witness an impressive acceleration in both first dose and second dose vaccinations, particularly in the most populous states of New South Wales and Victoria. continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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Wesfarmers: Likely to go to Round Three
David Buckland
September 28, 2021
Wesfarmers (ASX: WES) committed themselves to the Health, Wellbeing and Beauty Sector when, after nine weeks consideration, they increased the price they were prepared to pay for API Pharmaceuticals (ASX: API) by 12.3 per cent (or $83 million of value) from $1.38 to $1.55 per share. continue…
by David Buckland Posted in Companies, Editor's Pick, Stocks We Like.
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How Evergrande the parent hurt Evergrande New Energy
Joseph Kim
September 20, 2021
One thing that has recently caught my eye has been the unravelling of China Evergrande Group – a conglomerate with over 100,000 employees spanning primarily real estate development but also new energy, property services and health amongst other industries. continue…
by Joseph Kim Posted in Companies.
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WES commits to the health, wellbeing and beauty sector
David Buckland
September 17, 2021
It took the CEO, Rob “they’re not browsing” Scott, a little over nine weeks to arrive at the conclusion that if Wesfarmers (ASX:WES) are serious about using Australian Pharmaceutical Industries (ASX:API) as a springboard to enter the growing health, wellbeing and beauty sector, then its logical to increase the acquisition price. continue…
by David Buckland Posted in Companies, Stocks We Like.
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Why Centuria Capital is a beneficiary from the flood of liquidity into markets
Stuart Jackson
September 16, 2021
One theme we continue to follow is the impact of the ongoing flood of liquidity being provided to financial markets and the impact it is having on the value and demand for income generating assets. continue…
by Stuart Jackson Posted in Companies.
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