Stocks We Like
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Where next for Telstra?
Tim Kelley
April 19, 2021
In June 2018, Telstra (ASX:TLS) announced its Telstra2022 strategy, aimed at simplifying its operations and product set and reducing its cost base. At the time, we thought that the strategy took Telstra in the right direction and represented a credible response to the issues faced, which included the progressive loss of its lucrative fixed line business to the National Broadband Network, and an inflated cost base, accumulated during its time as a government-owned monopoly service provider. continue…
by Tim Kelley Posted in Companies, Stocks We Like.
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Three small caps we like
Gary Rollo
April 15, 2021
We have key themes that drive investment decisions in the Montgomery Small Companies Fund to find innovative companies with a competitive advantage. In this short video Dominic and I present case studies on three high conviction holdings to give you a sense of some of the opportunities in the portfolio. continue…
by Gary Rollo Posted in Companies, Stocks We Like, Video Insights.
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EML strategically enters another growth vertical via the SG acquisition
Dominic Rose
April 14, 2021
EML Payments (ASX:EML) continues to diversify and grow. No longer just a gift-card company, it is evolving into a leading global FinTech enabler, providing end-to-end payment technology solutions for a diverse range of high-growth industry verticals. EML’s most recent move is the strategic acquisition of Sentenial Group (SG), which positions the company within the European Open Banking sector, an emerging structural growth market offering plenty of upside potential. continue…
by Dominic Rose Posted in Companies, Stocks We Like.
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Tencent – a long runway of growth
David Buckland
March 29, 2021
With the sell-off of US ten-year Government Bonds from a record low 0.51 per cent on 4 August 2020 to 1.75 per cent on 18 March 2021, the share prices of selected “long duration” companies have spent recent weeks marking time, at best. continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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What Telstra’s proposed restructure means for shareholders
Roger Montgomery
March 26, 2021
If you’re a shareholder in Telstra (ASX:TLS), some good news could be on the horizon courtesy of the company’s proposal to restructure its business. The restructure would split TLS into four distinct subsidiaries, and promises to boost the value of the company’s diverse infrastructure assets. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like, Technology & Telecommunications.
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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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Why IMDEX has a strong core business in all market conditions
Dominic Rose
March 19, 2021
Against a challenging backdrop mining technology business IMDEX (ASX:IMD) delivered a strong 1H21 result. IMDEX materially beat market expectations with stronger revenues as exploration regions opened and cost discipline drove solid margin growth. continue…
by Dominic Rose Posted in Montgomery Small Caps Management Video Series, Stocks We Like, Video Insights.
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LVMH and the rise of China
David Buckland
March 16, 2021
I remember it like yesterday – several years ago walking up the Champs-Elysees towards the Arc de Triomphe, with my wife Penny. On the corner of Avenue George V stood the iconic Louis Vuitton store and outside, in an orderly line, were several hundred Chinese nationals, waiting patiently to be allowed in by a couple of enormous well-dressed security guards. continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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Why we continue to like Uniti Group
Roger Montgomery
March 11, 2021
David Buckland has been writing about telecommunications services company Uniti Group (ASX: UWL) since March 2019 – just a month after the company listed on the ASX, when the share price was about 20 cents. Today, Uniti shares are around $2.20. That’s better than the proverbial 10-bagger in just two years. And we think there’s more share price growth to come. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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Scentre Group’s activity returns to pre-pandemic levels
Roger Montgomery
February 26, 2021
We purchased shares in Scentre Group (ASX:SCG), owner of 42 Westfield shopping malls in Australia and NZ, during the pandemic, when the share price implied an impairment to the company’s Enterprise Value of as much as 30 per cent versus pre-crisis. continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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Will Reliance Worldwide benefit from the US freeze?
Roger Montgomery
February 23, 2021
Reliance Worldwide (ASX:RWC), is a global provider of water control systems and plumbing solutions. The company sells innovative plumbing fixtures to enhance productivity and efficiency for end users including plumbers and home handymen. Reliance’s core product is the “Push-to-Connect” (PTC) fitting to connect two ends of a copper pipe, marketed under the Sharkbite brand. continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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