Companies
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Codan goes from strength to strength
Andreas Lundberg
June 24, 2020
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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Why we are reducing risk by focusing on quality and size
Roger Montgomery
June 23, 2020
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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A recap of the bids made for Infigen Energy
Gary Rollo
June 19, 2020
Our readers know we like the Infigen Energy (ASX:IFN) equity story; IFN is a renewable electricity generator and it offers a way to play the green theme here in Australia. We shared our investment thesis in an article posted in early February, a lot has happened since then. Here’s why we have sold and moved on. continue…
by Gary Rollo Posted in Companies.
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One opportunity we found during this crisis – Bapcor
Dominic Rose
June 17, 2020
During the recent market rout, the Montgomery Small Companies Fund picked up several high-quality small caps with solid growth potential at bargain prices. One standout is leading auto parts distributor, Bapcor (ASX:BAP), which has since rebounded strongly. continue…
by Dominic Rose Posted in Companies, Stocks We Like.
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Day traders betting on Hertz could be in for a world of pain
Joseph Kim
June 12, 2020
COVID-19 stay-at-home orders have led to a surge in share trading, due to the lure of seemingly quick riches. The trouble is, many people are being drawn to extremely risky trades, particularly in the US. And, like moths to a flame, these traders could get badly burnt. continue…
by Joseph Kim Posted in Companies.
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One man’s trash is another man’s treasure
David Buckland
June 11, 2020
Showing all the tenacity of his son Marnus – with a Test match batting average of 63.4 – Andre Labuschagne, Executive Chairman of Aeris Resources (ASX: AIS), has taken the opportunity to cement the position of the 24,000 tonne per annum Copper producer, in the Australian gold sector. continue…
by David Buckland Posted in Companies, Stocks We Like.
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New data confirms the meteoric rise of online shopping
Stuart Jackson
June 10, 2020
The government-imposed COVID-19 lockdown accelerated a number of social trends. One of those was our increasing preference for online shopping. Recent data shows that even though the lockdown pushed total retail sales off a cliff in April, online sales shot up. And one retailer – Kogan – stood out from the pack. continue…
by Stuart Jackson Posted in Companies, Consumer discretionary.
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Why car sales could be headed for a fall
Roger Montgomery
June 2, 2020
Lately, we’ve seen a decent bounce in second-hand car sales, which is reflected in the rising share price of Australia’s largest listed car dealer, AP Eagers. But the big concern for dealers is that this uplift is being caused by the government’s economic stimulus measures, and that times will get very tough when the stimulus ends. continue…
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EML looks set to thrive as economies reopen
Dominic Rose
June 1, 2020
EML Payments (ASX:EML) is an exciting Fintech that delivers innovative payment processing technologies to organisations operating within many industries and countries. The business has weathered the COVID-19 lockdown much better than feared, and is now ideally placed to benefit as global economies reopen and the structural migration trend towards digital payments accelerates. continue…
by Dominic Rose Posted in Companies, Editor's Pick, Stocks We Like.
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Are we about to see the end of the CBD?
Andreas Lundberg
June 1, 2020
I remember some years back hearing a ‘futurist’ predict that high-rise office buildings could end up being like the pyramids of Egypt – large relics for future generations to ponder. The COVID-19 work-from-home restrictions have made this prediction worth considering. Investors now need to ask: is there trouble ahead for real estate investment trusts (REITs) with big office portfolios? continue…
by Andreas Lundberg Posted in Companies.
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