Companies

You’d think that Australia’s global winemaker and distributor, Treasury Wine Estates (ASX:TWE), would be reasonably immune to the effects of the COVID-19 pandemic. But the owner of famous brands like Wolf Blass, Lindemans and Penfolds is also feeling the pinch, with its latest trading update pointing to a tough year ahead. continue…

by Stuart Jackson Posted in Companies.

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Founded 27 years ago, Macquarie Telecom (ASX:MAQ) is an Australian data centre, cloud, cyber security and telecom company for mid to large business and government customers. Gary recently spoke with Chief Executive Officer, David Tudehope to discuss business and the investments the company’s making to extend its growth horizon. continue…

by Gary Rollo Posted in Companies, Editor's Pick, Montgomery Small Caps Management Video Series, Stocks We Like, Video Insights.

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Following the worst of the COVID-19 sell-off, the Montgomery Small Companies Fund increased our shareholding in Auckland International Airport (ASX:AIA) – which we’ve long regarded as a high quality business. But how quickly things change these days. In light of more recent news flow from airlines and health authorities, we decided to exit our position.

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by Roger Montgomery Posted in Companies.

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New car sales data is a good indicator of consumer sentiment and of a country’s economic health.  So the most recent data from the Federal Chamber of Automotive Industries is a concern.  They show that new car sales in Australia fell – for the 27^th month in a row. continue…

by Andreas Lundberg Posted in Companies.

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IMDEX (ASX:IMD) remains one of our preferred mining services exposures, as the company is well placed to benefit from the strong gold price outlook and is armed with a new product pipeline full of promise. The mining technology company recently provided an upbeat presentation highlighting a faster than expected demand recovery, encouraging results from new tool trials, accelerating adoption of cloud-connected products attributable to the pandemic, and robust medium-term industry fundamentals. continue…

by Dominic Rose Posted in Companies, Stocks We Like.

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Many readers will be familiar with the transformation being wrought in the information technology space by cloud computing. Where previously an enterprise would own and maintain all of its own computing infrastructure on-premises, increasingly, businesses are coming to view computing as a non-core activity that is best consumed as a service. continue…

by Tim Kelley Posted in Companies, Stocks We Like.

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Ignoring a firm’s operating cash-flow conversion for a period of time can be very risky. Particularly during a period of business stress, like we have right now. The most recent example of this is with Freedom Foods (ASX: FNP), which was recently put in a trading halt pending an investigation into its financial position – but not before its share price dived 14 per cent.
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by Joseph Kim Posted in Companies, Investing Education.

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As you may know, the furniture retailer, Nick Scali, is one of our holdings in the Montgomery Small Companies Fund and CEO Anthony Scali has just updated fund managers through a broker-arranged conference call. continue…

by Roger Montgomery Posted in Companies, Stocks We Like.

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If you’re a regular reader, you probably know that one of my favourite Australian companies is Codan Limited (ASX: CDA), which makes communications, metal detection, and mining technology. Its share price has doubled in the past year, and its latest trading update gives me more reasons to be pleased we hold it in our funds. continue…

by Andreas Lundberg Posted in Companies, Stocks We Like.

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Since the COVID-19 induced market low, our fund has put a substantial proportion of our cash to work.  But we’ve been very selective about the companies we bought. continue…

by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.

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