Companies

Today, there’s a plethora of companies that would not exist but for the altruism of a tidal wave of high net worth investors running from low interest rates into the arms of private equity funds. Companies like Uber, Tesla and Lyft. But as night follows day, this too shall end. continue…

by Roger Montgomery Posted in Companies, Editor's Pick.

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Healius Limited (ASX:HLS) (formerly Primary Health Care) operates a suite of health care businesses including pathology, medical centres, diagnostic imaging and day hospitals. These are businesses that should enjoy reliable long-term growth in demand, and Healius generally has good market positions in the markets it operates in. It sounds like it should be a recipe for nicely compounding returns over an extended period of time, right? continue…

by Tim Kelley Posted in Companies, Stocks We Like.

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AP Eagers, Prospa and Appen have all delivered strong earnings reports and upbeat outlook statements, which should cheer many investors. The update from supermarket giant, Woolworths, was also far from shabby. continue…

by Roger Montgomery Posted in Companies, Editor's Pick.

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Investors in NIB Holdings (ASX:NHF) and Medibank Private (ASX:MPL) would have enjoyed the past six months, with the share price of both companies rising by over 20 per cent. And there may be more good news to come. continue…

by Stuart Jackson Posted in Companies, Health Care, Stocks We Like.

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With reporting season sprinting to the end, on a fundamental level it is not all doom and gloom, there are winners (and losers). We notice a clear winner in companies with direct consumer exposure. What are our observations on the cyclical winners and those companies with structural growth tailwinds?
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by Gary Rollo Posted in Companies.

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Many have doubted Flight Centre’s ability to thrive in an online world.  But its clicks-and-bricks strategy looks to be succeeding, as does the goal of expanding its global footprint. continue…

by Roger Montgomery Posted in Companies, Editor's Pick.

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In interviewing Gary Rollo and Dominic Rose, Portfolio Managers of the soon to be launched Montgomery Small Companies Fund, I asked them specifically whether they would have “theoretically” purchased Uniti Wireless (ASX: UWL) back in mid-March 2019, and if so what weighting they would have made it in the portfolio. continue…

by David Buckland Posted in Companies, Technology & Telecommunications.

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Investors in Dominos, ARB and Carsales have welcomed the companies’ 2019 results and near-term forecasts, pushing up the prices of all three companies. But it’s been a different story for Corporate Travel and GWA. continue…

by Roger Montgomery Posted in Companies, Editor's Pick.

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As the reporting season avalanche gathers pace, a few company reports have really caught our eye.  Here’s our take on reports by BHP, a2 Milk, Beacon Lighting and Worley Parsons, and what each firm is saying about their near-term prospects.

BHP (ASX:BHP) continue…

by Roger Montgomery Posted in Companies.

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Reporting season has offered up the usual mixed bag of results and outlook statements from Australia’s listed companies.  The management insights from Jumbo Interactive, Domain, Breville and Magellan are particularly interesting. continue…

by Joseph Kim Posted in Companies.

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