Stocks We Like
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Why we continue to like Codan
Andreas Lundberg
March 5, 2020
Codan Limited (ASX: CDA) is one of Australia’s unheralded tech stories. Today, it sells its metal detectors, communications and tracking equipment in more than 150 countries to prospectors, the military, mining companies and governments. With a solid balance sheet and a bright future, there’s a lot to like. continue…
by Andreas Lundberg Posted in Companies, Editor's Pick, Stocks We Like
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Why revenue growth should accelerate for Australian Finance Group
Stuart Jackson
March 3, 2020
While achieving revenue growth is proving to be challenging for the banks at present with the impact of ultra-low interest rates and the effects of the Hayne Royal Commission, there are parts of the credit market that are generating very strong growth. continue…
by Stuart Jackson Posted in Companies, Financial Services, Stocks We Like
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Three learnings from NEXTDC’s half-year results
Gary Rollo
March 3, 2020
Back in October, we made the case that NEXTDC’s (ASX:NXT) material share price underperformance would be temporary and that there were catalysts ahead that would bring that to an end. Today, we update our thesis post NXT’s 1H20 results and outlook. So, what did we learn and how do our learnings apply to our NXT’s thesis drivers? continue…
by Gary Rollo Posted in Companies, Stocks We Like
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Is there a silver lining to the coronavirus?
Daniel Wu
February 28, 2020
Over the last few days, it seems as if global investors ex China have suddenly woken up to the economic threat posed by the coronavirus, more than a month after the virus became widely reported. The Montgomery Global Funds sharply reduced our China exposure in January, but nonetheless some of our remaining Chinese exposure have warned of the adverse business impacts stemming from COVID-19. continue…
by Daniel Wu Posted in Editor's Pick, Global markets, Stocks We Like
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The retailer capitalising on the e-commerce trend
Dominic Rose
February 25, 2020
A standout amongst small caps this earnings season to date was specialty apparel retailer, City Chic Collective (ASX:CCX), which reported 21 per cent growth in 1H20 underlying earnings before interest, taxes, depreciation, and amortization (EBITDA) to $19 million, well ahead of market expectations and triggering solid upgrades to consensus forecasts. continue…
by Dominic Rose Posted in Companies, Consumer discretionary, Stocks We Like
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Why Infigen should profit from our decarbonising economy
Gary Rollo
February 17, 2020
As Australia continues its slow, but steady, journey to decarbonise its economy, there will no doubt be winners and losers. One of those winners could be Infigen Energy (ASX: IFN), which develops, owns and operates renewable energy generation assets. continue…
by Gary Rollo Posted in Companies, Stocks We Like
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IDP shrugs off coronavirus concerns to post another cracking result
Stuart Jackson
February 13, 2020
IDP Education’s (ASX: IEL) 1H20 result was warmly welcomed by the market. And why wouldn’t it be? The result surpassed all expectations, and recent concerns about the effect of the coronavirus on company earnings were covered off. continue…
by Stuart Jackson Posted in Companies, Stocks We Like
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The Facebook juggernaut
George Hadjia
February 12, 2020
Last week Facebook (Nasdaq: FB) reported its fourth quarter 2019 earnings, capping out a solid year for the tech giant. We highlight some interesting datapoints and insights to emerge from the result and explain why we are still optimistic about the growth prospects for Facebook. continue…
by George Hadjia Posted in Companies, Stocks We Like
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Why there’s no stopping CSL’s charge to the top
Roger Montgomery
February 10, 2020
Since listing in 1994, Australian biotech company CSL has powered ahead to become our second largest company by market cap. Lying just ahead is the Commonwealth Bank. But with a more compelling growth story, it’s probably just a matter of when, not if, CSL will hit the front. continue…
by Roger Montgomery Posted in Companies, Stocks We Like
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A Montgomery reporting season preview
Roger Montgomery
February 7, 2020
With reporting season about to commence amid the bush fires and coronavirus, the environment is ripe for more positive and negative surprises than we have seen in some time. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like
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