Companies

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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Super Retail Group is one of the few Aussie bricks-and-mortar retailers to successfully navigate the online era and thrive. Their new chief executive says he’s confident of growing profits this year despite a $9 million hit from higher wage costs. continue…

by Andreas Lundberg Posted in Companies.

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Twelve months ago, we saw compelling value in Telstra (ASX: TLS). Since then, its share price has shot up 40 per cent, and it may have further to run. In a market where it’s tough to find value, we think the healthcare business, Healius, could be the next company to outperform. continue…

by Tim Kelley Posted in Companies, Stocks We Like.

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Is that all there is to a housing slump? Well, yes, according to REA Group, which recently reported a decent set of numbers for the year, and expects a significantly better residential listings market in the months ahead. continue…

by Roger Montgomery Posted in Companies.

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Reporting season is now underway and there have already been a few notable share price moves – JB Hi-Fi (ASX:JBH), REA Group (ASX:REA) and James Hardie (ASX:JHX) leading the way for some larger companies. continue…

by Joseph Kim Posted in Companies.

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Reporting season can be brutal for businesses affected by cyclical factors, like the current residential building slump. But experience tells me it’s also a great time for investors to take note of out-of-favour companies that should rebound when the cycle turns up. continue…

by Roger Montgomery Posted in Companies, Market commentary.

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Reporting season has kicked off, and the results are in from some of our ASX heavyweights. So, how have they fared, and how has the market reacted? continue…

by Andreas Lundberg Posted in Companies.

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