Companies
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oOh!Media screens as a cheap recovery story
Dominic Rose
June 29, 2021
Economic reopening and cyclical reflation trades have rewarded investors handsomely over the past six months or so, particularly those offering immediate leverage to the stronger than expected demand recovery scenario currently playing out. continue…
by Dominic Rose Posted in Companies, Stocks We Like.
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Top small cap ideas
Roger Montgomery
June 28, 2021
It is always interesting chatting about the big macroeconomic forces impacting and influencing corporate profits, property prices and job prospects. But our main game is investing. And investing in smaller companies not only offers the opportunity to benefit from company ownership, there’s the potential bonus of rapid growth, long-term growth or both. continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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Aeris Resources: Could we see a 10 bagger from last year’s placement price of $0.03 per share? Drilling is the truth!
David Buckland
June 22, 2021
The Aeris Resources (ASX: AIS) Executive Chairman, Andre Labuschagne, continues to show all the tenacity of his son, Marnus. When the Montgomery Small Companies Fund took up the placement in AIS just over a year ago at $0.03 per share, the thesis was simple. continue…
by David Buckland Posted in Companies, Editor's Pick, Energy / Resources, Stocks We Like.
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Adobe’s opportunities for margin expansion
Roger Montgomery
June 21, 2021
For this series I asked the team at Polen Capital to describe each of the companies currently in the portfolio. Today, we look at global creative software distributor Adobe. continue…
by Roger Montgomery Posted in Companies, Polen Capital, Stocks We Like.
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What to learn from the last year’s IPO winners and losers
Gary Rollo
June 16, 2021
IPOs can give you wonderful returns if you get them right, but burn your money if you don’t. And that’s clearly shown in the trajectories of the companies that have listed since the COVID-induced market lows in March 2020. Because, while there were some big winners – like Cettire (ASX:CTT), Aussie Broadband (ASX:ABB) and Universal Stores (ASX:UNI), there were also some clear losers. continue…
by Gary Rollo Posted in Companies, Editor's Pick.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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Autodesk’s shift to software-as-a-service
Roger Montgomery
June 15, 2021
In March Montgomery Investment Management introduced the Polen Capital Global Growth Fund to Australian investors. In this series of articles the team at Polen Capital describe companies currently in the portfolio. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Polen Capital.
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The global challenge of clean water
Roger Montgomery
June 11, 2021
Shortages of clean water are a global challenge and often water infrastructure is costly to deploy and maintain. Global water-treatment company Fluence Corporation is the only water treatment company of its kind offering plug-and-play decentralised water and wastewater treatment solutions driven by its proprietary solution. continue…
by Roger Montgomery Posted in Companies.
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Two structural growth stocks in the Montgomery Small Companies Fund
David Buckland
June 10, 2021
In this week’s video insight David interviews portfolio manager of the Montgomery Small Companies Fund Gary Rollo to discuss two structural growth companies held in the Fund. Macquarie Telecom and Uniti Group are both telecommunications companies and combined come to around 7 per cent of the Fund’s portfolio. continue…
by David Buckland Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.
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It’s ok to say no
Roger Montgomery
June 9, 2021
According to today’s Australian Financial Review, “a perfect storm for deal making has Australia on track for a record year of merger and acquisition activity.” In our February blog post RBA lays out welcome mat for takeover mania! Who might be next? we predicted this year’s wave of corporate activity. continue…
by Roger Montgomery Posted in Companies.
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The global business of sport
Roger Montgomery
June 9, 2021
Headquartered in Germany with a history dating back to 1924, Adidas is a global leader in the manufacturing of athletic apparel and footwear, trailing only Nike in terms of revenues and units sold. The company with the distinctive three stripes identity mark reported net sales in 2020 of over €23 billion. continue…
by Roger Montgomery Posted in Companies, Polen Capital.
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