Companies
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After a record year, what next for Adairs?
Stuart Jackson
August 25, 2021
As with many other discretionary retailers, FY21 proved to be a bumper year for homewares and online furniture retailer, Adairs (ASX: ADH). The company enjoyed record sales growth and operating margins. But there are already signs that FY22 will not be as easy. continue…
by Stuart Jackson Posted in Companies, Consumer discretionary, Stocks We Like.
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SAP – a global powerhouse
Roger Montgomery
August 24, 2021
Founded in 1972 and headquartered in Germany, SAP is one of the world’s largest providers of fully integrated enterprise resource planning (ERP) software, including finance, sales, accounting, human resources and supply chain management and perhaps most importantly, 77 per cent of the world’s transactions hit a SAP system. continue…
by Roger Montgomery Posted in Companies, Polen Capital, Stocks We Like.
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Six companies that have caught my eye in reporting season
Roger Montgomery
August 23, 2021
The COVID-19 pandemic, and associated lockdowns, have impacted some businesses very positively, but been less kind on others. These impacts are coming to light in the current FY21 reporting season. Here, I’d like to highlight the results of six companies I’ve been following for a while. continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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Plenty to like in Spark NZ’s FY21 result
Andreas Lundberg
August 20, 2021
Funds in the Montgomery stable are long-time holders of Spark, New Zealand’s leading telco. Spark is a steady performer, and a consistent dividend payer. And its recently reported full year results paint a picture of a telco in good financial health with potential for value creation by capital recycling. continue…
by Andreas Lundberg Posted in Companies, Stocks We Like.
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A disappointing exit price for BHP’s oil and gas assets
David Buckland
August 18, 2021
BHP is accelerating its retreat from fossil fuels with a deal to sell its global oil and gas assets to Australian energy giant Woodside Petroleum. The companies announced an all-stock merger of BHP’s entire petroleum division spanning Australia, the Americas and North Africa with Perth-based Woodside. continue…
by David Buckland Posted in Companies, Editor's Pick, Energy / Resources.
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Why we see further upside for ResMed
Roger Montgomery
August 18, 2021
In June this year, Philips was forced to recall 14 sleep and respiratory care devices due to safety concerns. While this has been a setback for the Dutch company, it’s been a major plus for Australia’s ResMed, which is poised to significantly boost its market share. continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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Why investors are enjoying this reporting season
Roger Montgomery
August 17, 2021
So far, reporting season has delivered for many investors. Conducive trading conditions for banks, miners, technology companies and many retailers have resulted in increased dividends and share buybacks, while the overall market has leapt to fresh highs. Of the businesses to report, several have stood out. continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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Why REA could be a better way to invest in property
Roger Montgomery
August 16, 2021
According to a recent rent report by Domain, gross rental yields have dived to around 4 per cent on the back of soaring property prices. This makes direct investment in property less appealing than it once was. But there are other ways to profit from Australia’s obsession with property. And one of those is via online real estate advertising company, REA Group (ASX:REA). continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Property, Stocks We Like.
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Have you joined the de-carbonisation train?
David Buckland
August 13, 2021
In my recent interview with Gary Rollo, Portfolio Manager of the Montgomery Small Companies Fund Gary focused on the bull market associated with the decarbonisation thematic, the long-term fundamentals for Lithium and Copper and two stocks, Pilbara Minerals (ASX:PLS) and Aeris Resources (ASX:AIS). continue…
by David Buckland Posted in Companies, Stocks We Like.
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Siemens Healthineers Lifts Outlook
Roger Montgomery
August 12, 2021
Polen Capital recently increased its holding in Siemens Healthineers as the company raised its guidance for the third time this year after sales of its rapid coronavirus testing kits reached a peak in the third quarter. continue…
by Roger Montgomery Posted in Companies, Polen Capital, Stocks We Like.
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