Companies
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What did we learn from the Telstra Investor day?
Tim Kelley
November 28, 2019
On 27 November Telstra (ASX:TLS) held an investor day to update shareholders and other stakeholders on progress in respect of the T22 strategy. What new information did we glean from the update? continue…
by Tim Kelley Posted in Companies, Stocks We Like.
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Three small caps to keep an eye on
Roger Montgomery
November 26, 2019
There is no doubt that Australia’s small companies market has the ability to generate significant wealth. This is because stockbrokers don’t earn enough revenue from brokerage on small companies and therefore don’t research them, leaving them undiscovered and potentially very cheap. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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Atlas Arteria says goodbye to the ‘silver doughnut’
Andreas Lundberg
November 26, 2019
Australian toll road operator, Atlas Arteria (ASX:ALX), has announced a new, simpler ownership structure that should benefit the company and its shareholders. The deal includes the separation from Macquarie Group – thus ending ongoing management fees to the ‘silver doughnut’ – and an increased stake in APRR, Europe’s fourth-largest motorway operator. continue…
by Andreas Lundberg Posted in Companies, Stocks We Like.
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Gambling giant, Aristocrat, continues to churn out the profits
Stuart Jackson
November 25, 2019
Aristocrat Leisure (ASX: ALL), one of the world’s largest manufacturers of gambling machines, has been a stellar performer over the past five years, rising some 400 per cent. It’s recently reported results were impressive, to say the least. Free cash flow was up 16 per cent. Dividends rose 22 per cent. And debt was down. continue…
by Stuart Jackson Posted in Companies, Stocks We Like.
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Rising financial distress signals tough times ahead for retailers
Roger Montgomery
November 22, 2019
Insolvency practitioners – who turn around failing businesses, or wind them up – are the canary in the economic coal mine. Right now they’re expanding and hiring more staff, which suggests they’re preparing for challenging economic times ahead. And that spells bad news for our retailers. continue…
by Roger Montgomery Posted in Companies, Consumer discretionary.
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With new car sales falling, what is AP Eagers really worth?
Roger Montgomery
November 19, 2019
AP Eagers’ (ASX:APE) share price has dropped around 30 per cent since 30 September. Unfortunately, there could be more pain ahead as the market digests the impacts of falling car sales and the wisdom of the Automotive Holdings Group takeover earlier this year. continue…
by Roger Montgomery Posted in 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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