Stocks We Like

Life360’s (ASX:360) June 2025 quarterly results saw its share price react very positively, appreciating 9.6 per cent to A$41.46, at the time of writing. This follows on from an 18 per cent increase following its March 2025 quarterly results. continue…

by David Buckland Posted in Stocks We Like, Technology & Telecommunications.

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JB Hi-Fi Limited (ASX:JBH), stamped its leadership on Australia and New Zealand’s retail landscape again, delivering impressive financial year 2025 (FY25) results, and demonstrating exceptional resilience across its portfolio of brands – JB Hi-Fi, The Good Guys, and the recently acquired E&S. With its laser-like focus on technology, consumer electronics, and home appliances, JB Hi-Fi continues to win customers, and market share, particularly among younger, tech-savvy shoppers. continue…

by Roger Montgomery Posted in Companies, Stocks We Like.

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QBE Insurance Group (ASX:QBE), a top 10 company in the portfolios of The Montgomery Fund and The Montgomery [Private] Fund, has delivered an impressive 2025 first-half result, significantly outperforming analyst expectations across key metrics.

Bolstered by strong investment income, favourable underlying prior-year claims development (PYD), and below-budget catastrophe (CAT) claims, QBE’s results underline its operational strength and strategic progress. Despite challenges such as moderating premium rate increases and elevated large losses in North America, the company’s reaffirmed financial year 2025 (FY25) guidance and robust capital position signal further upside potential. continue…

by Roger Montgomery Posted in Companies, Insurance, Stocks We Like.

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TechnologyOne (ASX:TNE), has been a steady presence in the UK since 2006 but its recent transformation under a focused Software as a Service (SaaS) strategy has changed the firm’s earnings growth trajectory. After years of laying foundations in the education and local government sectors, the company is delivering robust growth and structural improvements that are now recognised by the market. With accelerating Annual Recurring Revenue (ARR) growth and a supportive digital transformation backdrop, TechnologyOne’s UK operations are poised for sustained momentum. continue…

by Sean Sequeira Posted in Companies, Small Caps, Stocks We Like, Technology & Telecommunications.

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I recently joined Adam Keily on Equity Mates for their Buy or Sell series. We kicked off the episode by discussing the market volatility experienced this year, including insights into how the Trump administration has influenced global markets. continue…

by Roger Montgomery Posted in Companies, Podcast Channel, Small Caps, Stocks We Like.

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QBE (ASX:QBE) has been a long-term holding of the Australian Eagle Long portfolio, albeit one that has faced its share of missteps over the years. However, in recent periods, the business has undergone a clear and deliberate transformation under current management, with a renewed focus on profitability, discipline and simplification. continue…

by Sean Sequeira Posted in Companies, Stocks We Like.

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In response to Life360’s (ASX:360) March 2025 Quarterly update released on Monday 12 May, its share price has jumped 18 per cent from $23.58 to $27.85 in the past two trading days. continue…

by David Buckland Posted in Companies, Stocks We Like.

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Woodside Energy Group Ltd (ASX: WDS) (formerly Woodside Petroleum Ltd) is Australia’s largest independent dedicated oil and gas exploration and production company. With its share price down 46 per cent since September 2023, it might pay investors to understand the transformation occurring at the company and the reason it is now a three per cent position in The Montgomery Fund and a 2.3 per cent position in The Montgomery [Private] Fund. continue…

by Roger Montgomery Posted in Companies, Energy / Resources, Stocks We Like.

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Wesfarmers (ASX:WES) delivered a solid set of half-year results for financial year 2025, exceeding market estimates at the earnings-before-tax (EBT) level and marginally at the top line. Strong performances by Kmart and WesCEF (chemicals, energy and fertilisers) drove the positive surprise, while Bunnings met expectations. continue…

by Roger Montgomery Posted in Companies, Stocks We Like.

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From the first days of this blog, back in 2009/10, we have been writing about ARB Corporation (ASX:ARB), classifying it as one of the highest ‘A1’ quality companies listed on the ASX. Back in 2009, the share price was below $3.00 (and many thought it was on a high price to earnings (P/E) ratio then!). Today, ARB shares trade at nearly $40 dollars, and it’s paid out $7.62 in dividends since. continue…

by Roger Montgomery Posted in Companies, Small Caps, Stocks We Like.

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