Companies
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Will Reliance Worldwide benefit from the US freeze?
Roger Montgomery
February 23, 2021
Reliance Worldwide (ASX:RWC), is a global provider of water control systems and plumbing solutions. The company sells innovative plumbing fixtures to enhance productivity and efficiency for end users including plumbers and home handymen. Reliance’s core product is the “Push-to-Connect” (PTC) fitting to connect two ends of a copper pipe, marketed under the Sharkbite brand. continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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And again, Codan surprises on the upside and announces an acquisition!
Andreas Lundberg
February 23, 2021
As a key holding in our funds Codan (ASX:CDA) has continued to consistently deliver and has been the strongest contributor to performance in recent years. On Thursday 18 February, Codan again managed to surprise on the upside despite updating the market through a trading update in late December. continue…
by Andreas Lundberg Posted in Companies, Stocks We Like.
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Yandex: beating Google at their own game
David Buckland
February 22, 2021
Further to my recent article on Emerging Markets, one company which seems to be beating Google at its own game is the Russian search engine, Yandex. Capitalised at US$24 billion, many believe Yandex is the best run, most innovative platform companies in the Emerging Markets universe. continue…
by David Buckland Posted in Companies, Editor's Pick, Emerging Markets.
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Codan exceeds expectations yet again
Roger Montgomery
February 22, 2021
Metal and Gold Detecting company Codan (ASX:CDA) is a top ten position in The Montgomery [Private] Fund and just outside the top ten in The Montgomery Fund. It has been a holding for several years after being picked by Andreas Lundberg and purchased between $2.86 and $3.35. Last week’s half-year report again exceeded expectations while re-confirming its status as a high-quality company. continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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Three positives from the Commonwealth Bank result
Stuart Jackson
February 16, 2021
The Commonwealth Bank (ASX:CBA) released its results for the six months to December 2020. The numbers were generally better than expected across most lines resulting in a better earnings result than consensus sell side forecasts. continue…
by Stuart Jackson Posted in Companies, Financial Services.
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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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The $100 share price club
Joseph Kim
February 16, 2021
On Monday, Dominos Pizza (ASX:DMP) was the latest Australian company to join the $100 share price club, joining the likes of luminaries such as healthcare leaders CSL and Cochlear, financial powerhouse Macquarie Group, mining giant Rio Tinto and tech leaders Afterpay, Xero and REA Group. continue…
by Joseph Kim Posted in Companies.
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For how many years can Megaport sustain high rates of growth?
Tim Kelley
February 15, 2021
In this week’s video insight Tim discusses the investment appeal of long-term compound growth and shares a company that we think has outstanding growth potential and is trading at a level that may not fully reflect its potential. The company is ASX-listed Megaport, which is a world leader in an emerging growth industry – Networking as a Service. continue…
by Tim Kelley Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.
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Own the bank not a bank deposit
Roger Montgomery
February 12, 2021
After 37 years of declining interest rates that have fuelled asset price increases but laid waste to lower-risk income streams, it is perhaps surprising that now should be the time to be discussing dividends. But dividends are back in the spotlight, in no small part due to pronouncements by central bankers including the US Federal Reserve’s Jerome Powell and the Reserve Bank of Australia’s Phillip Lowe that low short-term rates are here to stay, perhaps for years. continue…
by Roger Montgomery Posted in Companies, Financial Services.
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MEDIA
Cashrewards – the next category killer
Gary Rollo
February 10, 2021
In this second interview, Gary Rollo and Bernard Wilson Chief Executive Officer of Cashrewards discuss the unit economics and the growth strategy post the company’s IPO. continue…
by Gary Rollo Posted in Companies, Montgomery Small Caps Management Video Series, Stocks We Like, Video Insights.
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RBA lays out welcome mat for Takeover Mania! Who might be next?
Roger Montgomery
February 9, 2021
There are few who question that post-COVID fiscal support is necessary by governments to avoid a depression. Government spending is of course debt funded and borrowing occurs through the issue of Bonds. Large deficits, such as those seen after the pandemic commenced ensure a steady supply of government bonds. And without central bank buying of these bonds, bond yields would rise. continue…
by Roger Montgomery Posted in Companies.
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