Stocks We Like
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Why Westpac is the biggest holding in The Montgomery Fund
Stuart Jackson
October 26, 2021
In a recent webinar to discuss the August reporting season, I was asked to provide thoughts on questions about the bank stocks. In my third post, I am covering: Why is Westpac the biggest holding in the Montgomery Fund. Why do you like it, more than anything else? continue…
by Stuart Jackson Posted in Companies, Editor's Pick, Financial Services, Stocks We Like.
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Better simpler strategy – how Etsy has survived and thrived
David Buckland
October 25, 2021
In this blog, Professor Felix Oberholzer-Gee from the Harvard Business School, helps to explain how Etsy has survived and thrived from the potential Amazon onslaught. continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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Specialist platform flows surprising to the upside
Dominic Rose
October 22, 2021
The ASX-listed specialist wealth management platforms are showing no signs of slowing momentum, with all three players delivering record net inflows over the September quarter (1Q22), coming in materially ahead of market expectations. continue…
by Dominic Rose Posted in Companies, Stocks We Like.
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Aeris Resources: a highly operationally leveraged Copper play
David Buckland
October 20, 2021
After rallying from $0.03 to $0.24 per share over the 12 months to June 2021, the Aeris Resources (ASX: AIS) share price recorded a solid retreat over the September 2021 quarter to $0.16 per share. This prompted a handful of clients to ask if something was wrong. continue…
by David Buckland Posted in Companies, Editor's Pick, Stocks We Like.
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What a day…
Roger Montgomery
October 18, 2021
Since the COVID-19 crash, we’ve written a number of posts reflecting our view that a boom in Mergers and Acquisitions would continue, that 2022 has all the hallmarks of another positive year for asset prices – particularly quality equities like those owned in both the Montgomery and Polen Funds –and the search for income would prompt a frenzy of acquisition activity in the infrastructure space and among entities producing steady, reliable and even boring income. continue…
by Roger Montgomery Posted in Companies, 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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Pentanet brings high end gaming performance to almost any device
Gary Rollo
October 18, 2021
Cloud gaming, sometimes called gaming on demand or gaming-as-a-service, is the future for gaming and computing and Pentanet (ASX:5GG) will soon be launching GeForce NOW – American multinational technology company NVIDIA’s premiere cloud-based game streaming service powered by Pentanet. continue…
by Gary Rollo Posted in Companies, Montgomery Small Caps Management Video Series, Stocks We Like.
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Pentanet’s solution for fast internet
Gary Rollo
October 14, 2021
Pentanet (ASX:5GG) is a Perth-based micro-cap in the telco and cloud gaming space. Pentanet is passionate about high-speed internet and delivers the largest fixed wireless network in Perth. The company uses owns their own network which allows larger margins and provides a higher quality of service to its users. continue…
by Gary Rollo Posted in Companies, Montgomery Small Caps Management Video Series, Stocks We Like.
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Polen Capital Global Growth goes long ICON PLC
David Buckland
October 12, 2021
When David Polen established Polen Capital in 1979, I’m sure he could not have dreamed of an organisation that in 2021 is staff owned, with US$73 billion of funds under management, which comprises three strategies being run by three dedicated teams from three locations – Large Company Growth out of Boca Raton Florida, Small Company Growth out of Boston and Emerging Markets Growth out of London. continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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Why our small caps team recently bought Accent Group
Roger Montgomery
October 5, 2021
The addition of Accent Group to our Montgomery Small Companies Fund portfolio reflects the opportunity apparent from a domestic reopening right before Christmas. Our confidence surrounding a recovery has grown somewhat as we witness an impressive acceleration in both first dose and second dose vaccinations, particularly in the most populous states of New South Wales and Victoria. continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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Wesfarmers: Likely to go to Round Three
David Buckland
September 28, 2021
Wesfarmers (ASX: WES) committed themselves to the Health, Wellbeing and Beauty Sector when, after nine weeks consideration, they increased the price they were prepared to pay for API Pharmaceuticals (ASX: API) by 12.3 per cent (or $83 million of value) from $1.38 to $1.55 per share. continue…
by David Buckland Posted in Companies, Editor's Pick, Stocks We Like.
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