Consumer discretionary
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Three things we’ve learnt from AGM season
Roger Montgomery
October 28, 2021
With annual general meeting (AGM) season underway, we’re starting to see some interesting trends. One is that, overall, results have been better than expected. Another is that, in Australia, margins are coming under pressure as inflation starts to bite. And a third is that the retail sector is experiencing a subdued start to FY22 – perhaps because many of us satiated our shopping urges during the COVID-19 lockdowns. continue…
by Roger Montgomery Posted in Companies, Consumer discretionary, Stocks We Like.
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Two high growth retailers with global expansion strategies
David Buckland
September 6, 2021
In this week’s video insight David interviews portfolio manager of the Montgomery Small Companies Fund Dominic Rose to discuss two high growth Australian retailers with significant global expansion strategies. City Chic (ASX: CCX) and Lovisa (ASX:LOV) make up around 5 per cent of the Montgomery Small Companies Fund portfolio and Dominic identifies why their key prospects are looking better as key markets including the US and UK open back up post COVID-19 lockdowns. continue…
by David Buckland Posted in Companies, Consumer discretionary, Editor's Pick, Stocks We Like, Video Insights.
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Lovisa and Universal Store keep delivering for our funds
Roger Montgomery
August 26, 2021
Australian jewellery chain, Lovisa, and fashion retailer, Universal Store, have just reported their FY21 results. Both businesses lived up to our expectations, particularly given the rollercoaster year just gone. It was further endorsement of our decision to include these businesses in our funds. continue…
by Roger Montgomery Posted in Companies, Consumer discretionary, Stocks We Like.
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After a record year, what next for Adairs?
Stuart Jackson
August 25, 2021
As with many other discretionary retailers, FY21 proved to be a bumper year for homewares and online furniture retailer, Adairs (ASX: ADH). The company enjoyed record sales growth and operating margins. But there are already signs that FY22 will not be as easy. continue…
by Stuart Jackson Posted in Companies, Consumer discretionary, Stocks We Like.
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Are the halcyon days over for discretionary retailers?
Roger Montgomery
August 19, 2021
Last year’s JobKeeper payments provided a handy tailwind for many of our discretionary retailers, particularly those with a strong online presence. But was this as good as it gets? It looks like it, if the recent sell-off in some of our better known retail names is anything to go by. continue…
by Roger Montgomery Posted in 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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Nick Scali’s online sales are still surging
Roger Montgomery
August 10, 2021
Another lockdown and this time 16 million people are tied to their computers at home with very little to do but work and shop online. There’s some merit in the idea that online shopping boomed during the first lock down because a) it was novel, b) the government was handing out money and c) the boss wasn’t looking over workers’ shoulders. This time around, while the boss remains absent the government isn’t being as generous. continue…
by Roger Montgomery Posted in Companies, Consumer discretionary.
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Why Amazon is one of the most forward-thinking businesses in the world
Roger Montgomery
July 27, 2021
American multinational ecommerce, cloud computing, digital streaming, and artificial intelligence company Amazon (NASDAQ:AMZN) is a top 10 holding in the Polen Capital Global Growth Fund and the team at Polen Capital see it as one of the most innovative and forward-thinking businesses in the world. continue…
by Roger Montgomery Posted in Consumer discretionary, Polen Capital, Stocks We Like.
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Why we sold out of Redbubble
Joseph Kim
May 24, 2021
Most articles we read are about hot stock tips to buy. Occasionally there are articles about “shorting” opportunities, albeit most are directed to sophisticated investors given the risks around shorting (i.e. a potential loss that exceeds your initial investment). Very few articles talk about when to sell. continue…
by Joseph Kim Posted in Companies, Consumer discretionary.
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City Chic accelerates global expansion
Dominic Rose
January 18, 2021
In the week before Christmas, City Chic Collective (ASX:CCX) rewarded patient investors with what looks to be a highly strategic acquisition; securing the e-Commerce and wholesale assets of UK plus-size women’s retailer Evans from the Arcadia Group (debt-laden owner of Topshop) which recently entered into administration. continue…
by Dominic Rose Posted in Companies, Consumer discretionary, Stocks We Like.
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The consumer businesses that should thrive in 2021
Roger Montgomery
November 30, 2020
The COVID-19 lockdowns brought massive changes to consumer behaviour this year. Now, the economic re-opening is bringing a new set of changes. These should benefit many of the consumer businesses that suffered during the lockdowns, thus providing some great opportunities for investors. Let’s look at some of the businesses that should thrive in 2021. continue…
by Roger Montgomery Posted in Companies, Consumer discretionary.
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