Stocks We Like

Sean, Alan, Dan and the Australian Eagle team, now running The Montgomery Fund, and The Montgomery [Private] Fund alongside me as co-PM, have held quality healthcare companies for many years due to faster-than-GDP growth and their resilience through most economic environments. Today, I unveil the high-level thesis for the inclusion of Pro Medicus (ASX:PME), a company whose share price causes deep-value investors to spit their cornflakes back into the bowl. continue…

by Roger Montgomery Posted in Companies, Health Care, Stocks We Like.

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One new addition in The Montgomery Fund and The Montgomery [Private] Fund is AMP Limited (ASX:AMP), and on its first mention this might seem like a controversial inclusion, but is it really? I cover the in brief the thesis for investing in AMP. continue…

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

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In this video Gary Rollo joined Symbio’s (ASX:SYM) CEO and Co-Founder Rene Sugo to introduce the business and share how the businesses’ telecom software works. Rene also delves deeper into Symbio’s opportunity in Asian markets and the growth prospects there. continue…

by Gary Rollo Posted in Companies, Montgomery Small Caps Management Video Series, Stocks We Like, Video Insights.

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As part of Montgomery’s transition with Australian Eagle Asset Management, one of the new companies in The Montgomery Fund and The Montgomery [Private] Fund is Treasury Wine Estates (ASX:TWE). Here I’d share a high-level overview of the thesis for the inclusion of Treasury Wine Estates in the portfolios. continue…

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

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In this video I ask Sean Sequeira to explain how the team at Australian Eagle Asset Management identify catalysts or change to refine the investment universe and pick the most successful opportunities. Change within a company will drive quality improvements and earnings growth to close the gap between price and value. One example of this can be seen when Altium expanded their market size with the acquisition of Octopart. continue…

by Roger Montgomery Posted in Montgomery News and Updates, Stocks We Like, Video Insights.

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As many of our readers would know, Montgomery Investment Management has partnered with US-based Polen Capital to manage the investment function of its Global Growth Fund. The Fund has used recent market volatility to add three quality businesses to its portfolio. continue…

by David Buckland Posted in Companies, Stocks We Like.

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Leading into reporting season this year, it felt more critical than usual from an investor’s perspective. This was driven mainly by the ever-changing macro backdrop which at this point in time could be argued is driving share prices more so than company fundamentals. continue…

by Michael Gollagher Posted in Companies, Editor's Pick, Stocks We Like.

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For a company with such high quality, REA Group (ASX:REA) has experienced an amazing share price range in the last twelve months. On 5 November 2021 REA hit a market capitalisation of $23.9bn when somebody paid $180.67 per share. Just seven months later, the share price hit $93.77 giving the company a market value of $12.4bn.  And 43 trading days later, with the share price up 45.8 per cent at $136.70, the market value of REA Group was $18.1bn. continue…

by Roger Montgomery Posted in Companies, Stocks We Like.

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IPH Limited (ASX:IPH) is the leading intellectual property services group in the Asia Pacific region and its shares had fallen as much as 15 per cent from their 2020 highs, for no apparent reason, at which point Gary and Dominic from the Montgomery Small Companies Fund added it to the portfolio on the back of its defensive growth characteristics, strong balance sheet and monumental cash generation. The shares have subsequently rallied from $7.16 to $8.80 prior to today’s results announcement. continue…

by Roger Montgomery Posted in Companies, Stocks We Like.

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Gary Rollo joined Chris Judd’s Talk Ya Book to discuss one of his favourite value picks at the moment, telecom software business Symbio Holdings (ASX:SYM). Symbio is profitable, growing, generates cash flows and is also on 9 times EBITDA which for an industrial stock is cheaper than the market.

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by Gary Rollo Posted in Companies, Editor's Pick, Stocks We Like.

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