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Stocks We Like

Apple touches $1 trillion

Daniel Wu

August 3, 2018
During the morning session on August 2, 2018, Apple (NASDAQ: AAPL) became the first company in history to reach $1 trillion market capitalisation. This is a significant milestone for the financial markets and a moment of vindication for long-time Apple believers, but is of little significance to us because, as investors, we care about where a stock may head in the future, not where it has been in the past. continue…

by Daniel Wu Posted in Companies, Stocks We Like

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Upside in a Property Downturn

Christopher Demasi

August 2, 2018
Read the reports on the Australian housing market and it seems every main indicator has turned down: auction clearance rates, credit availability, and (the big one) home prices themselves. But there is one Aussie housing market statistic that is up: total home listings. continue…

by Christopher Demasi Posted in Property, Stocks We Like

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Owning mobile payments in Asia

Andrew Macken

August 1, 2018
When navigating global equity markets, it helps to align one’s sails to the major tailwinds of growth. We have written about the advantages of investing with tailwinds on numerous occasions in the past continue…

by Andrew Macken Posted in Companies, Stocks We Like

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One reason we prefer Alibaba over Amazon

Daniel Wu

July 5, 2018
The recent flare-up in trade tensions between the US and China has caused some of the global technology giants to temporarily lose their lustre, and none more so than Alibaba (NYSE: BABA), which is down more than 12 per cent from its mid-June highs. continue…

by Daniel Wu Posted in Companies, Stocks We Like

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Exclusive interview with Codan CEO

Andreas Lundberg

June 19, 2018
There are usually several opportunities for institutional investors to meet with any Australian company’s management during conferences or as they do the rounds following their results. continue…

by Andreas Lundberg Posted in Stocks We Like, Video Insights

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WHITE PAPER

HOW TO PROFIT FROM MARKET MYTHS

Great investment opportunities can come from questioning long-held beliefs. In this whitepaper, we explain how our Montaka global equity long-short fund is profiting by taking short positions in several packaged goods businesses, who produce everyday goods like Kellogg, Kraft Heinz and Campbell Soup. These were once considered to be highly defensive, and their earnings are relatively stable, but are now facing major challenges.
download the whitepaper
Where to find value in global tech stocks

Roger Montgomery

June 19, 2018
This bull market has featured stellar performances from a small group of technology stocks, like Apple, Facebook and Netflix. Indeed, we’ve not before seen so much capital concentrated in a single sector. Despite the lofty valuations of most of these businesses, we continue to see some excellent investment opportunities. continue…

by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like

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The power of Apple’s Services business

Daniel Wu

June 5, 2018
In this week’s video insight Daniel provides an update on Apple. Now that the market has finally caught on to the power of Apple’s services business how is the stock still representing compelling value? continue…

by Daniel Wu Posted in Editor's Pick, Stocks We Like, Video Insights

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You can own 92% of China’s mobile payments industry!*

Christopher Demasi

June 1, 2018
In its recent study of internet trends, US venture capital firm Kleiner Perkins reported that the total mobile payments made in China reached 16 trillion US dollars in 2017. This sum represents a tripling from the previous year continue…

by Christopher Demasi Posted in Companies, Stocks We Like

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Codan – two announcements released today

Andreas Lundberg

May 18, 2018
Back in March, we wrote about Codan (ASX:CDA), and how I am personally enthused about their technology. Today, the company has made two announcements that the market has reacted positively to. continue…

by Andreas Lundberg Posted in Companies, Stocks We Like

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Will Aussies remain underinvested in the global technology growth story?

David Buckland

May 17, 2018
One of the sectors Australian investors have trouble accessing – given the domicile of the companies – are high quality global technology businesses, and they account for a little over 30 per cent of the Montgomery Global portfolios. continue…

by David Buckland Posted in Companies, Stocks We Like

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