Stocks We Like
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The stocks set to fly as travel takes off again
Dominic Rose
March 28, 2022
With COVID-19 travel restrictions beginning to ease, the Montgomery Small Companies Fund has been adding to its investments in ASX listed travel businesses. In particular, we like the look of Alliance Aviation Services, Corporate Travel Management, Flight Centre and Webjet, which should all do well as travel rebounds. continue…
by Dominic Rose Posted in Companies, Editor's Pick, Stocks We Like, Tourism.
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Two companies Polen Capital like
David Buckland
March 24, 2022
We have just hosted the team from Polen Capital in Sydney and Rob Forker, Portfolio Manager of the Polen Capital Global Small and Mid Cap Fund, selected two companies to highlight. While it’s been a challenging start for the Fund from a unit price perspective, the portfolio companies are performing well at an operational level. continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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The Montgomery Fund’s positioning through reporting season and Russia and Ukraine’s conflict
Joseph Kim
March 17, 2022
In part two of this video series with Montgomery’s Head of Distribution Scott Phillips and Portfolio Manager of The Montgomery Fund Joseph Kim we take a closer look into the February reporting season, and discuss the conflict with Russia and Ukraine. Joseph also shares insight into holdings in The Montgomery Fund, including the Commonwealth Bank of Australia, National Australia Bank and Reliance Worldwide. continue…
by Joseph Kim Posted in Montgomery News and Updates, Stocks We Like, Video Insights.
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Uniti Group goes from hunter to hunted
David Buckland
March 16, 2022
Over the years, the team at Uniti Wireless (ASX:UWL) has proven incredibly adept at growing through acquisition – before becoming a take-over target – and handsomely rewarding investors along the way. They did it with M2 Group, and now they’re doing it again with Uniti. The recently announced $4.50 per share bid by Morrison & Co is a far cry from UWL’s 25 cent listing price in February 2019. continue…
by David Buckland Posted in Companies, Stocks We Like.
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Why we are attracted to Resmed
Andreas Lundberg
March 15, 2022
In this week’s video insight Andreas discusses a holding in The Montgomery Fund, ResMed (ASX:RMD) the maker of Continuous Positive Airways Pressure machines that help people with obstructive sleep apnea. ResMed is exposed to a growing and underdiagnosed market and will likely continue to take market share from its main competitor, learn more on the reasons we like the company in the video. continue…
by Andreas Lundberg Posted in Stocks We Like, Video Insights.
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Despite global concerns, we still like Aristocrat Leisure
Stuart Jackson
March 14, 2022
Global leader in gaming content and technology Aristocrat Leisure (ASX:ALL) has suffered a savage sell-off since November. The share price has dropped around 25 per cent as geopolitical issues weighed heavily on investors’ minds. But a recent roundtable presentation for investors should ease any concerns, and the company looks set to ride out the turmoil. continue…
by Stuart Jackson Posted in Companies, Editor's Pick, Stocks We Like.
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Why we continue to like NZ’s Freightways
Andreas Lundberg
February 25, 2022
You may not be familiar with New Zealand’s Freightways Ltd (NZX:FRE), but it’s a company The Montgomery Fund has held for a long time. Freightways has been a strong performer for many years, and we’re attracted to the diversity of the business and entrepreneurial drive. The recently released interim results point to a company that is well positioned for further growth. continue…
by Andreas Lundberg Posted in Companies, Stocks We Like.
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Goodman Group’s profit doubles
Roger Montgomery
February 18, 2022
Following on from material swings in the fortunes of property developers and managers including Dexus (ASX:DXS) and Vicinity Centres (ASX:VCX), Goodman Group (ASX:GMG) reported a doubling in profit for the first half of FY22. The Goodman Group result was very strong. continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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Despite the share price fall, IDP Education’s future is looking bright
Roger Montgomery
February 14, 2022
IDP Education (ASX:IEL) has just reported its half-year results, which came in below market expectations, largely due to COVID-related restrictions. The initial market reaction was quite severe, pushing the share price well below its November 2021 high. IDP has a solid pipeline of leads and, with borders reopening, the future is looking bright. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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Why Polen Capital has pivoted from PayPal to SAP, Amazon and Netflix
David Buckland
February 11, 2022
Following PayPal’s change in business strategy, disappointing 2022 guidance and retreating from elements of their long-term thesis provided less than a year ago, the Polen Capital Global Growth Fund has exited its position in PayPal. continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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