Companies
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An upbeat outlook gives us more reasons to like IMDEX
Dominic Rose
July 3, 2020
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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Does Megaport have a bright future?
Tim Kelley
July 2, 2020
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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Freedom Foods shows why it pays to check a firm’s cash-flow
Joseph Kim
July 2, 2020
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.
continue…by Joseph Kim Posted in Companies, Investing Education.
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Nick Scali reports strong sales in May and June
Roger Montgomery
June 25, 2020
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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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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