Companies
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Why our confidence in EML has increased
Dominic Rose
November 20, 2020
News of a potentially highly effective COVID-19 vaccine has provided a welcomed boost for so called ‘out and about’ stocks which are viewed as key beneficiaries of an economic re-opening scenario. Over the past few months, the Montgomery Small Companies Fund has been busy seeking ‘vaccine insurance’ to position the portfolio further towards the re-opening trade. continue…
by Dominic Rose Posted in Companies, Stocks We Like.
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Winners and losers from vaccine announcements
Joseph Kim
November 17, 2020
In a year full of big moves and volatile share prices, last Tuesday saw one of the biggest disparities in the share price performance of the so called “growth vs value” stocks. The spark was the announcement from the Pfizer and BioNTech’s vaccine, which led to a significant rotation into the traditional “value” stocks, funded largely by profit taking in many growth stocks. continue…
by Joseph Kim Posted in Companies, Market commentary.
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How much further will the WES share price run?
Stuart Jackson
November 16, 2020
Wesfarmers’ (ASX:WES) trading update for the first four months of FY21 showed the robustness of its retailing businesses. Sales growth for its two best-known brands, Bunnings and Officeworks, was particularly strong, as was the performance of its online channel, Catch. continue…
by Stuart Jackson Posted in Companies, Stocks We Like.
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How big MAQ’s whopper deal could supersize the business
Gary Rollo
November 13, 2020
Macquarie Telecom (ASX:MAQ) is a leading Australian telecom and datacentre provider. Its datacentre business is booming as more and more organisations shift their computing architecture to the Cloud. Now, a major new expansion project promises to propel the business to even greater heights. continue…
by Gary Rollo Posted in Companies, Stocks We Like.
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Why our dependence on backpacker labour may need to change
Andreas Lundberg
November 13, 2020
For several months now, many Australian farmers have been complaining they can’t get enough workers to pick their fruit and vegetables. The problem: Australia’s international border closure has cut off their usual supply of cheap overseas labour. Is this just a short-term issue, or a sign of bigger problems facing the rural sector? continue…
by Andreas Lundberg Posted in Companies.
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Is it time to pivot from growth to yield?
Roger Montgomery
November 9, 2020
With interest rates hovering near zero, and growth stocks looking toppy, it’s getting tougher for investors seeking a reasonable return. Thankfully, there are some fairly priced businesses in unloved parts of the market that are still offering a decent yield. continue…
by Roger Montgomery Posted in Companies.
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Why Goodman Group is a COVID winner
Joseph Kim
November 6, 2020
Goodman Group (ASX:GMG) is Australia’s industrial property powerhouse which is helping to develop the infrastructure of the new economy globally – including warehouse space relied on by e-commerce and data centres. We see the company as a COVID winner, with the acceleration of structural trends Goodman has been positioning for many years playing out, with Goodman continuing to add value to their business during a period of unprecedented disruption. continue…
by Joseph Kim Posted in Companies, Stocks We Like.
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Good times ahead for Ingenia Communities
Gary Rollo
November 3, 2020
Ingenia Communities Group (ASX:INA) is a diversified real estate investment trust with a portfolio of assets covering lifestyle, tourism and retirement living. With a strong balance sheet, and tailwinds from rising domestic tourism and an ageing population, its future prospects look strong. continue…
by Gary Rollo Posted in Companies, Stocks We Like.
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What to make of ANZ’s profit result
Stuart Jackson
November 3, 2020
Investors in Australia’s major banks have had a tough year. Bank profits – and their dividends – have been pummelled by fines emanating from the financial services royal commission and AUSTRAC investigations, as well as the COVID-19 recession. However, the recently announced full-year profit result from ANZ may put some fears to rest for now. continue…
by Stuart Jackson Posted in Companies, Financial Services.
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How much bigger can e-commerce get?
Roger Montgomery
October 29, 2020
The coronavirus pandemic and associated lockdowns have put a rocket under e-commerce adoption in Australia, boosting the sales of companies with strong digital platforms – like Adairs and Temple & Webster. But how much further can e-commerce penetration go? The experience of other developed nations gives a pretty clear indication. continue…
by Roger Montgomery Posted in Companies, Consumer discretionary.
