Stocks We Like
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Will Aussie banks rebound from here?
Stuart Jackson
November 24, 2021
In recent weeks, the share prices of Australian banks have been heading south. The Commonwealth Bank of Australia (ASX:CBA) and Westpac (ASX:WBC) have been hit particularly hard, on the back of material falls in their net interest margins. Will margins start to expand soon as the interest rate on fixed rate loans starts to climb again? continue…
by Stuart Jackson Posted in Companies, Editor's Pick, Financial Services, Stocks We Like.
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ASX Listed Small Companies – discerning the wheat from the chaff
David Buckland
November 18, 2021
The Montgomery Small Companies Fund has delivered excellent returns since its inception on 20 September 2019, with an average 14 per cent annualised out-performance, after expenses, over its ASX Small Ordinaries Accumulation Index benchmark. Going through the portfolio on a regular basis with Portfolio Managers Gary Rollo and Dominic Rose I am always impressed in the way they treat individual companies which are currently loss-making. continue…
by David Buckland Posted in Companies, Stocks We Like.
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Sydney Board recommends takeover offer at $8.75
Joseph Kim
November 10, 2021
Back in July, the IFM consortium lobbed a full takeover offer for Sydney Airport (ASX:SYD), Australia’s busiest gateway. With the airport about to change hands, here’s why Montgomery Fund’s retained most of its shareholding in SYD throughout the takeover period to date. continue…
by Joseph Kim Posted in Airlines, Companies, Editor's Pick, Stocks We Like.
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Goodman Group continues to ride the boom in online shopping
Roger Montgomery
November 8, 2021
Australian property company, Goodman Group (ASX:GMG), specialises in industrial sites that cater to the digital economy. And, perhaps predictably – given the past 18 months of retail lockdowns – its share price has done well. The company’s recent trading update was extremely upbeat, announcing higher levels of profitability and expectations for increased earnings for the year ahead. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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Why I am still keen on Codan
Andreas Lundberg
November 4, 2021
The share price of electronic solutions and metal detector maker, Codan (ASX: CDA), has fallen around 42 per cent since June. It’s now back where it was around 12 months ago. But instead of being concerned, I believe the company continues to have a very bright future. continue…
by Andreas Lundberg Posted in Companies, Editor's Pick, Stocks We Like.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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Polen Capital Global Small and Mid Cap Fund has left the starting block
David Buckland
November 3, 2021
The Polen Capital Global Small and Mid Cap Fund was launched on Thursday 21 October 2021, and at the time of writing, it has invested in 30 companies with a weighted average market capitalisation exceeding US$9 billion, across 12 countries. For context, this is a fraction of the big global names like Apple (US$2.25 trillion), Microsoft (US$2.0t), Amazon (US$1.7t), Alphabet (US$1.5t) and Facebook ($0.87t). continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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Key take-outs from Coles’ and Woolworths’ Q1 sales
Stuart Jackson
November 3, 2021
Australia’s two supermarket giants, Coles and Woolworths, have just reported their September quarter sales figures. While it’s hard to make comparisons with the same period last year – due to the impact of the COVID-19 lockdowns – there were some meaningful take-outs from the results. continue…
by Stuart Jackson Posted in Companies, Editor's Pick, Stocks We Like.
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Two businesses to put in your Christmas stocking
Roger Montgomery
October 29, 2021
At the Montgomery Small Companies Fund, our small caps team’s approach is to invest in businesses that benefit from supportive underlying themes. Two themes we like right now are what we call Stable Compounders and Structural Winners. And we have two preferred stocks – one in each theme – that we think will provide solid long-term returns. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Market commentary, Stocks We Like.
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Three things we’ve learnt from AGM season
Roger Montgomery
October 28, 2021
With annual general meeting (AGM) season underway, we’re starting to see some interesting trends. One is that, overall, results have been better than expected. Another is that, in Australia, margins are coming under pressure as inflation starts to bite. And a third is that the retail sector is experiencing a subdued start to FY22 – perhaps because many of us satiated our shopping urges during the COVID-19 lockdowns. continue…
by Roger Montgomery Posted in Companies, Consumer discretionary, Stocks We Like.
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Profiting from small brands with big reach
Roger Montgomery
October 28, 2021
Packed the car and readying to take a re-opening road trip? Enjoyed a responsible G&T during lockdown? If you have, you may be familiar with some of the brands I am about to discuss. What you may not know is that these businesses, whose products you may already be using, are listed global small caps. You may also like to hear they’re owned in the Polen Capital Global Small and Mid Cap Fund. continue…
by Roger Montgomery Posted in Companies, Polen Capital, Stocks We Like.
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