Stocks We Like
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And again, Codan surprises on the upside and announces an acquisition!
Andreas Lundberg
February 23, 2021
As a key holding in our funds Codan (ASX:CDA) has continued to consistently deliver and has been the strongest contributor to performance in recent years. On Thursday 18 February, Codan again managed to surprise on the upside despite updating the market through a trading update in late December. continue…
by Andreas Lundberg Posted in Companies, Stocks We Like.
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Codan exceeds expectations yet again
Roger Montgomery
February 22, 2021
Metal and Gold Detecting company Codan (ASX:CDA) is a top ten position in The Montgomery [Private] Fund and just outside the top ten in The Montgomery Fund. It has been a holding for several years after being picked by Andreas Lundberg and purchased between $2.86 and $3.35. Last week’s half-year report again exceeded expectations while re-confirming its status as a high-quality company. continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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For how many years can Megaport sustain high rates of growth?
Tim Kelley
February 15, 2021
In this week’s video insight Tim discusses the investment appeal of long-term compound growth and shares a company that we think has outstanding growth potential and is trading at a level that may not fully reflect its potential. The company is ASX-listed Megaport, which is a world leader in an emerging growth industry – Networking as a Service. continue…
by Tim Kelley Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.
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MEDIA
Cashrewards – the next category killer
Gary Rollo
February 10, 2021
In this second interview, Gary Rollo and Bernard Wilson Chief Executive Officer of Cashrewards discuss the unit economics and the growth strategy post the company’s IPO. continue…
by Gary Rollo Posted in Companies, Montgomery Small Caps Management Video Series, Stocks We Like, Video Insights.
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Why we invested in the Cashrewards IPO
Gary Rollo
January 22, 2021
Among the plethora of IPOs in the back half of 2020 was one that caught our attention and passed our filters – Cashrewards (ASX:CRW). This is an innovative company with a very attractive business model. And it’s only just getting going. continue…
by Gary Rollo 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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City Chic accelerates global expansion
Dominic Rose
January 18, 2021
In the week before Christmas, City Chic Collective (ASX:CCX) rewarded patient investors with what looks to be a highly strategic acquisition; securing the e-Commerce and wholesale assets of UK plus-size women’s retailer Evans from the Arcadia Group (debt-laden owner of Topshop) which recently entered into administration. continue…
by Dominic Rose Posted in Companies, Consumer discretionary, Stocks We Like.
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Another stellar performance from Codan
Andreas Lundberg
December 17, 2020
Codan is a rare company with a clear market leading position in its niche and is producing very attractive returns and growth rates with sales growth of 28 per cent and profit growth of 40 per cent in FY20. In an update to market, Codan advised demand has been strong for its metal detectors, in both recreational and mining markets. continue…
by Andreas Lundberg Posted in Companies, Stocks We Like.
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A retail stock benefiting from the reopening of economies
Stuart Jackson
December 9, 2020
In this week’s video insight Stuart discusses Universal Store Holdings, a recent listing on the ASX. While apparel has generally been a lagging segment of the retail market this year, casual and active wear have been the stronger components within the apparel market. Universal’s focus on streetwear has helped to through this period. Despite a material impact on sales during the lockdown period, Universal has performed very well with store sales bouncing back to year-on-year growth just 2 weeks after the 5-week lockdown ended. continue…
by Stuart Jackson Posted in Companies, Stocks We Like, Video Insights.
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Our top picks in the mining services space
Dominic Rose
December 7, 2020
Surging commodity prices and a deep infrastructure pipeline support a positive medium-term outlook for contractors, a sector which has broadly lagged the market recovery. Here, we share our preferred businesses – we favour players with strong management teams, scaled business with ability to take market share as the cycle strengthens.
continue…by Dominic Rose Posted in Companies, Editor's Pick, Stocks We Like.
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Have travel restrictions impacted Atlas Arteria’s value?
Andreas Lundberg
December 3, 2020
In this week’s video insight Andreas discusses Atlas Arteria’s major asset, the 31 per cent stake in APRR, a 2300 km motorway network in France. Coronavirus travel restrictions have seen Atlas Arteria’s first-half revenues decline 25 per cent. But is the worst over? continue…
by Andreas Lundberg Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.
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