Stocks We Like
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A travel stock set to take off on a recovery
Dominic Rose
September 7, 2020
Travel businesses were some of the biggest casualties of the global pandemic. Many were dealt a near fatal blow by government restrictions and the closing of State and international borders. So it’s logical to assume they could also bounce back strongly once travel restrictions are lifted. To me, one business stands out from the pack. continue…
by Dominic Rose Posted in Companies, Stocks We Like.
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Why we continue to like Reece Limited
Stuart Jackson
September 3, 2020
The share price of Reece (ASX:REH) – Australia’s biggest supplier of plumbing and bathroom products – has outperformed the broader market for many years. Encouragingly, the company recently reported healthy trading during the COVID-19 period. With renovation activity forecast to rise over the next 12 months, I think this is definitely a business that investors should be watching. continue…
by Stuart Jackson Posted in Companies, Stocks We Like.
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Pointsbet holdings share price jumps 87 per cent on company-making deal
David Buckland
September 2, 2020
In December 2019, my colleague Gary Rollo, wrote “Is PointsBet Holdings worth a bet?” and the answer to this question was well and truly put to bed last Friday. In conjunction with reporting its results for the year to June 2020, PointsBet Holdings (ASX:PBH) announced an exclusive five-year company-making deal with NBC Universal Media, which offers the largest sports audience of any media company in the US. PBH will be NBC’s official sports betting partner. The share price responded by jumping 87 per cent from $7.50 to $14.00. continue…
by David Buckland Posted in Companies, Editor's Pick, Stocks We Like.
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Redbubble – A COVID-19 winner with global ambitions
Joseph Kim
September 2, 2020
With more than six months of COVID-19 disruptions behind us, there have been some clear winners emerging as a result of changes in spending patterns and the shift to online. One such business has been Redbubble – a growing online marketplace providing print-on-demand products based on user-submitted artwork. continue…
by Joseph Kim Posted in Companies, Stocks We Like.
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Three more winners, and a loser, from reporting season
Roger Montgomery
August 28, 2020
Reporting season has delivered few surprises. This was again borne out by the results announcements from Woolworths, Reece, Flight Centre, and Afterpay, which are all exposed to consumer spending. No prizes for guessing which ones delivered strong results, and which one did not. continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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APE and SUL make hay from our newfound spending habits
Roger Montgomery
August 26, 2020
What do A.P. Eagers Automotive (ASX:APE) and Super Retail Group (ASX:SUL) have in common? Well, for starters, these firms have seen their revenues turbo charged by our changed spending habits since the start of Australia’s COVID-19 travel restrictions. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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Reliance Worldwide continues to reward investors
Roger Montgomery
August 25, 2020
Reliance Worldwide (ASX:RWC), a global provider of water control systems and plumbing solutions, is a business we’re very happy to own. True to its name, the company’s latest earnings announcement was extremely positive, which led to a strong bounce in the share price. continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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Why we own shares in Alliance Aviation
Gary Rollo
August 18, 2020
When it comes to investing, we’re not big fans of airlines. But in the case of Alliance Aviation Services (ASX: AQZ), we’re happy to make an exception. You see, Alliance operates fly-in fly-out charter services for Australian mining companies, and its flights are in demand. With high returning business and strong cash generation, we think there’s a lot to like. continue…
by Gary Rollo Posted in Airlines, Companies, Stocks We Like.
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Digital disrupters deliver superior returns for our Small Companies Fund
Roger Montgomery
August 18, 2020
Since launching in September 2019, The Montgomery Small Companies Fund has outperformed its benchmark the Small Ordinaries Index by 15.16 per cent to 31 July. The Fund’s strong run has been driven by accelerating megatrends in e-commerce, enterprise migration to the cloud and digitisation of the economy. Given the ongoing strength of these trends, I think there’s more solid growth ahead. continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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REA Group shows its resilience in tough times
Joseph Kim
August 12, 2020
Property advertising platform, REA Group (ASX:REA), was one of the first businesses to announce its results this reporting season. Given the COVID-related restrictions on real estate transactions, it was a strong performance. And, pleasingly for investors, the company will be paying a dividend. continue…
by Joseph Kim Posted in Companies, Property, Stocks We Like.
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