Stocks We Like
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My top picks in the resources sector
Gary Rollo
January 31, 2023
In this week’s video insight Gary and David discuss how the reopening of China is having a positive impact on the resources sector, specifically copper. The Montgomery Small Companies Fund is currently overweight industrial metals and Gary shares three stocks we like in this space as well as three lithium producers that we think have bright prospects. continue…
by Gary Rollo Posted in Companies, Energy / Resources, Stocks We Like, Video Insights.
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Could Newcrest Mining be ready to bounce?
Sean Sequeira
January 25, 2023
The share price of Australia’s leading gold miner, Newcrest Mining (ASX:NCM), has been somewhat disappointing for the last few years. That could soon change if the recent recovery of gold price continues, recent corporate actions start to bear fruit and if investors start to take note of the company’s significant copper assets. continue…
by Sean Sequeira Posted in Companies, Energy / Resources, Stocks We Like.
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IMDEX’s strategic acquisition of Devico
David Buckland
January 24, 2023
In this week’s video insight David takes a closer look at IMDEX’s (ASX:IMD) acquisition of Devico AS. The strategic combination expands the product suite and client footprint offers extended market presence in key mining regions as well as cross-selling opportunities for IMD’s integrated solutions, with the global number one position in each of Rock Knowledge Sensors, Drilling Optimisation Products and Real-Time Data and Analytics. continue…
by David Buckland Posted in Companies, Stocks We Like, Video Insights.
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Is Corporate Travel the pick of Australia’s travel stocks?
Sean Sequeira
January 18, 2023
The COVID-19 pandemic smashed the earnings of travel businesses across the globe. But here in Australia, Corporate Travel Management (ASX:CTD) not only withstood the tourism downturn – it was able to grow. With its share price still below the pre-COVID-19 level, and the business in great shape, Corporate Travel Management is a quality company with potential for much larger earnings growth in the years ahead. continue…
by Sean Sequeira Posted in Companies, Editor's Pick, Stocks We Like.
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Perreault Resigns from CSL, having already written some of the next chapter
Roger Montgomery
December 16, 2022
When investors, like Montgomery, and our partners, Australian Eagle, talk about quality Australian companies – those with wide and deep economic moats or competitive advantages, relatively low debt, high returns on equity and growing profits – Australian biotech CSL Limited (ASX:CSL) invariably appears near the top of the list. Even global quality-based investors such as Polen Capital count CSL among their holdings. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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WHITEPAPER
ARE WE THERE YET? WHAT TO DO WHEN THE BOTTOM OF THE MARKET IS UNKNOWN
Roger Montgomery’s latest whitepaper is now available. It explores the challenges of investing when no one knows whether equity markets have reached the bottom of the latest volatility cycle. The paper offers a framework to help you navigate today’s market and invest in quality, profitable companies with growth potential.
READ HERE -
Elders shows it is a business for all seasons
Sean Sequeira
December 9, 2022
Elders (ASX:ELD) has been a leading Australian agribusiness since 1839. In that time, it’s gone through a number of ups and downs. But under CEO, Mark Allison, it looks to have found its groove – as reflected in the most recent results. Despite the CEO’s impending departure, we think the Elders’ business model will continue to reward investors. continue…
by Sean Sequeira Posted in Companies, Stocks We Like.
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AMP’s strong valuation case
David Buckland
November 30, 2022
In this week’s video insight David discusses Australian Eagle Asset Management’s process of analysing unloved companies which are seeing an operational turnaround yet to be understood by the market. A recent example of an “improving quality” company with a strong valuation case is AMP (ASX:AMP). continue…
by David Buckland Posted in Companies, Stocks We Like, Video Insights.
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Why we view Commonwealth Bank as the highest quality of the big four banks
Sean Sequeira
November 25, 2022
At Australian Eagle, the external environment is not something we can control but it is something we do pay attention to. It plays a part in our investment thesis on stocks and will always be an important consideration in terms of our assessment of the quality of a company. However, the investment team tends to focus more on the inherent fundamentals of stocks especially those involving factors under management’s control. continue…
by Sean Sequeira Posted in Companies, Financial Services, Stocks We Like.
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Will ResMed’s share price continue to rise long-term?
Roger Montgomery
November 22, 2022
ResMed (ASX:RMD) is an Aussie-grown international success story. Now based in San Diego, it’s the world leader in the Sleep Disordered Breathing market, providing devices for treating sleep apnea, chronic obstructive pulmonary disease, and other respiratory conditions. RMD’s share price has grown a whopping 3,800 per cent since listing in 1999, and we’re confident there’s more growth to come. continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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Why Macquarie Group is a high conviction position in The Montgomery Fund
Sean Sequeira
November 17, 2022
Both Australian Eagle and Montgomery have had a position in Macquarie Group (ASX:MQG) for some time. The positive view on the company would seem obvious given the heavy emphasis on first identifying quality businesses in both Australian Eagle’s and Montgomery’s investment process. continue…
by Sean Sequeira Posted in Companies, Editor's Pick, Financial Services, Stocks We Like.
