Companies
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Why I think NextDC is undervalued
Gary Rollo
October 18, 2019
What’s going on with the share price of data center provider NextDC (ASX: NXT)? Over the past year, it has massively underperformed other firms in both the tech and AREIT sectors. But with interest rates staying low, and the demand for data center services booming, is its market valuation set to rise? continue…
by Gary Rollo Posted in Companies, Stocks We Like.
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Why IDP Education ticks all our boxes
Dominic Rose
October 16, 2019
IDP Education (ASX: IEL) places international students into Australia and other key English speaking destinations, while also administering English language proficiency tests. With defensive earnings, a long runway for growth and strong industry tailwinds, we think there’s plenty to like about this Australian-based global business. continue…
by Dominic Rose Posted in Companies, Stocks We Like.
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Why valuation still matters
Joseph Kim
October 4, 2019
There has been a lot written about the death of value investing, and how growth investing has outperformed significantly over recent years. However, it is important to distinguish the difference between the traditional concepts of “value” investing – i.e. capital intensive industries trading at low price-earnings or other similar ratios (including price / book), with the concept of “valuation” – determining the present value of an asset. continue…
by Joseph Kim Posted in Companies, Investing Education.
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Why EML is a core holding in our Small Companies Fund
Dominic Rose
October 4, 2019
We recently launched the Montgomery Small Companies Fund. This new fund has invested in some truly dynamic businesses that we believe will deliver superior returns over the coming years. One of those is EML Payments (ASX: EML). continue…
by Dominic Rose Posted in Companies, Editor's Pick, Stocks We Like.
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Why did Nufarm’s share price rally following its result?
Stuart Jackson
October 1, 2019
The share price of agricultural chemical company Nufarm (ASX:NUF) increased 26 per cent on Monday following the release of its earnings results for the 12 months to July 2019. The company also announced the sale of its Latin American businesses to its major shareholder, Sumitomo. continue…
by Stuart Jackson Posted in Companies.
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Minetec could be a game-changer for Codan
Andreas Lundberg
September 30, 2019
Codan (ASX: CDA) is a manufacturer and supplier of communications, metal detection, and mining technology. One of its businesses is called Minetec. It’s a location tracking system that promises to add value to underground mining operations around the world, and has already been adopted by the likes of Newmont and BHP. continue…
by Andreas Lundberg Posted in Companies, Editor's Pick, Stocks We Like.
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The unicorn fairy tale is over
Roger Montgomery
September 26, 2019
When a private-equity-backed start-up reaches a billion-dollar valuation – a valuation simply decided and agreed on by the owners of the business – it’s called a unicorn. This title refers to the rarity of such creatures. But the fact is, unicorns are only found in fairy tales. And many of today’s corporate unicorns shouldn’t exist either. continue…
by Roger Montgomery Posted in Companies.
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Who will win the battle over airport pricing?
Joseph Kim
September 25, 2019
Right now, there’s a battle being fought in the media between Australia’s airport owners and the airlines that use them – Qantas and Virgin in particular – over the pricing of airport operations. The gloves are definitely off. But setting aside the arguments around relative pricing power of monopolies vs duopolies, one quirk of the debate focuses around falling bond rates, and how this impacts the investment landscape. continue…
by Joseph Kim Posted in Companies.
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How soon till we see the collapse of profitless prosperity?
Roger Montgomery
September 23, 2019
Is it just me? Or have investors in loss-making US technology companies, like Uber, gone completely insane? As a value investor, I see no good reason to fork out good money for businesses that have never made a profit, and possibly never will. continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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Mortgage credit growth bounces back
Stuart Jackson
September 18, 2019
Last month, REA Group chief executive Owen Wilson claimed that “the buyers are definitely back”. And recent data seem to back him up. House prices are rebounding, auction clearance rates are up, and mortgage credit growth has turned a corner. continue…
by Stuart Jackson Posted in Companies, Property.
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