Companies
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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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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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February 2021 Reporting Season
Joseph Kim
February 8, 2021
We enter the February 2021 reporting season with a materially different backdrop to the one faced by investors in August 2020. Expectations have been rebased significantly upwards – along with share prices – suggesting a more even risk-reward skew for share price direction in terms of upside/downside due to earnings surprises. continue…
by Joseph Kim Posted in Companies, Editor's Pick.
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Good reasons for Tabcorp to sell its Wagering & Media division
Stuart Jackson
February 8, 2021
Australian gaming giant, Tabcorp Holdings (ASX:TAH) has received unsolicited, confidential, non-binding and highly conditional proposals to buy its Wagering & Media division. I think a demerger makes sense for Tabcorp, and its investors, as it would leave the company as a leaner, almost pure play lotteries business. continue…
by Stuart Jackson Posted in Companies.
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Bingo catches a bid. Who could be next?
Dominic Rose
February 5, 2021
Bingo Industries (ASX:BIN) confirmed in late January that it has received an unsolicited, indicative takeover proposal from a consortium led by private equity firm, CPE Capital (formerly known as CHAMP Private Equity), and including a Macquarie Infrastructure Fund (Macquarie Infrastructure & Real Assets, MIRA). continue…
by Dominic Rose Posted in Companies.
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What to make of the Gamestop short squeeze?
Tim Kelley
February 5, 2021
The developments in recent weeks in relation to trading in Gamestop, a US-listed mall-based retailer of video games, have been fascinating for a whole host of reasons. Not the least of these has been how poorly-understood the whole episode has been. continue…
by Tim Kelley Posted in Companies.
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