Companies
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Industries most affected by the East Coast drought
Andreas Lundberg
November 19, 2019
The drought currently impacting much of eastern Australia is already having significant impacts on numerous businesses and industries. With the Australian Bureau of Meteorology forecasting drier than average conditions for the second half of November and December, it’s worth considering which industries could feel the most pain. continue…
by Andreas Lundberg Posted in Companies, Investing Education.
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The investment case for EML just got stronger
Dominic Rose
November 18, 2019
EML Payments (ASX:EML), an Australian FinTech that specialises in digital gift cards and pre-paid cards, is a core holding in the Montgomery Small Companies Fund. Making EML even more compelling is the recent transformational acquisition of Prepaid Financial Services. continue…
by Dominic Rose Posted in Companies, Stocks We Like.
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Should you be keeping an eye on Bingo Industries?
Roger Montgomery
November 14, 2019
In this week’s video insight Roger takes a look at Bingo Industries. We’ve been eagerly anticipating a downgrade for this company given the outlook for the construction industry although at their recent AGM they forecast an approximate 50 per cent increase in EBITDA over the next financial year. So what’s their outlook?
by Roger Montgomery Posted in Companies, Editor's Pick, Video Insights.
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Telstra’s future is looking rosy
Tim Kelley
November 13, 2019
Telstra (ASX:TLS) has been one of the better performers among Australia’s large caps over the past year, and we see more upside ahead. There are two good reasons for our optimism. continue…
by Tim Kelley Posted in Companies, Stocks We Like.
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Will Christmas shopping rescue Australia’s retailers?
Dominic Rose
November 13, 2019
You can’t underestimate the importance of retail spending. When nations open their wallets, it stimulates the economy. Investors have been bracing for a cheerier Christmas, however should we be worried about recent data which has shown a marked slowdown in momentum? continue…
by Dominic Rose Posted in Companies, Consumer discretionary.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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Banking on lower Growth
Stuart Jackson
November 12, 2019
As highlighted in the recent results announcements from Australia and New Zealand Banking Group (ASX:ANZ), Westpac (ASX:WBC) and National Australia Bank (ASX:NAB), the earnings and profits of our major banks are on the slide. It’s further justification for the investment strategy of The Montgomery Fund and The Montgomery [Private] Fund to have an 85 per cent active underweight position in the major banks. continue…
by Stuart Jackson Posted in Companies, Editor's Pick, Financial Services.
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Cedar Woods set to benefit from a housing rebound
Roger Montgomery
November 12, 2019
Have house prices and building activity bottomed? It sure seems that way – even if the trend is still negative. And that’s great news for businesses exposed either directly or indirectly to the construction industry. One business set to benefit is WA-based Cedar Woods Properties (ASX:CWP). continue…
by Roger Montgomery Posted in Companies, Property.
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Is there more upside potential for Avita Medical?
Joseph Kim
November 1, 2019
Avita Medical (AVH:AU) is a regenerative medical device company that produces the RECELL device for the treatment of burns. It is a company I have written about previously and whilst being a recent addition to the Montgomery fund’s portfolios, it has been one of its better performers. Given the share price appreciation in a short period of time, it’s worth reviewing the company’s operating performance and potential for further upside. continue…
by Joseph Kim Posted in Companies, Stocks We Like.
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Why our Small Companies Fund sees value in IMDEX
Dominic Rose
October 29, 2019
These days, I hear many commentators say it’s hard to find value in the market. But if you look hard enough, it’s still possible to find a gem. One of these is IMDEX (IMD), a global mining-tech company. With a strong management team, an attractive product suite, high returns, and a net cash position, IMDEX could be set for a significant step-up in earnings growth. continue…
by Dominic Rose Posted in Companies, Stocks We Like.
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Three companies exposed to the housing slump
Roger Montgomery
October 28, 2019
Between 2012 and 2016, mortgage lending standards were relaxed fuelling a domestic property investing boom. Together with a surge in offshore buying interest, a property and construction boom led to oversupply and frequent warnings from your author. The oversupply is now hitting the property market at the same time that bank lending standards have been tightened, property prices are falling, quality has been found wanting and building approvals have plunged. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Property.
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