Stocks We Like
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Adairs and Kogan benefit from COVID-19-inspired themes
Roger Montgomery
August 11, 2020
In addition to the acceleration of e-commerce in Australia, COVID-19 has produced several themes that are generating retail winners; some are benefitting from the Do-Up-Your-Home-Because-You’ll-Be-Spending-More-Time-There theme, there are those benefitting from the boost to income from JobKeeper, JobSeeker and early Superannuation withdrawals, and there are those that will benefit from the additional A$45 billion spent locally that was previously spent on, or during, overseas holidays. And many retailers of course are benefitting from all three themes. continue…
by Roger Montgomery Posted in Companies, Consumer discretionary, Stocks We Like.
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Discretionary retail thrives as we spend up big at home
Dominic Rose
August 7, 2020
For more evidence that discretionary retail is absolutely booming right now, particularly the furniture and homewares category, look no further than Nick Scali’s (ASX:NCK) strong FY20 result and near-term outlook. NCK’s result follows hot on the heels of strong updates by key homewares peers, Temple & Webster (ASX:TPW) and Beacon Lighting (ASX:BLX), and reinforces our conviction in Adairs (ASX:ADH) heading into results season. continue…
by Dominic Rose Posted in Companies, Consumer discretionary, Stocks We Like.
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Companies benefiting from COVID-19 lockdowns
Roger Montgomery
August 7, 2020
The current boom in equities is not as broad-based as it might first appear. Putting aside materials and gold stocks, the rest of the market can be divided into the ‘haves’ and the ‘have nots’. And it may be more important than ever to be an owner of the ‘haves’.
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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Why these FAANG stocks are not over-priced
Roger Montgomery
August 5, 2020
Much has been made of the exorbitant share prices of the world’s largest technology companies – Facebook, Apple, Amazon, Microsoft and Google. But, given the quality of their businesses, their market dominance and continuing growth prospects, are they really too expensive? continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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Uniti Wireless looks set to keep growing
David Buckland
August 4, 2020
Since listing on the ASX in January 2019, the share price of broadband provider, Uniti Wireless (ASX:UWL) has enjoyed spectacular growth. From an IPO price of 25 cents, shares have rocketed to $1.60, with the business growing via consolidation. The upcoming merger with OptiComm Limited (ASX:OPC) will make the business even stronger. continue…
by David Buckland Posted in Companies, Stocks We Like.
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Why it pays to invest in structural growth businesses
David Buckland
July 23, 2020
Structural growth companies – like Appen (ASX:APX) and Nanosonics (ASX:NAN) – are generally involved in cloud-based technology, data centres, digital payments, e-commerce and medical technology. Importantly, they can grow regardless of the COVID-19 crisis and the broader economic cycle. Which is the reason we hold an overweight position in our small companies portfolio. continue…
by David Buckland Posted in Companies, Stocks We Like.
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Three reasons we continue to like Woolworths
Joseph Kim
July 21, 2020
In recent months, The Montgomery Fund has accumulated a significant position in Woolworths – it’s now one of our largest positions. And we remain positive on the outlook for the company over the medium term, even after the recent rally in its share price. continue…
by Joseph Kim Posted in Companies, Editor's Pick, Stocks We Like.
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Nanosonics has a long runway for growth
Dominic Rose
July 21, 2020
It’s a testing time for investors, with so many hitherto great businesses on their knees, and others looking well over-priced. But it’s still possible to identify structural winners with a long growth runway at reasonable prices. I think one of these could be Sydney-based medical device innovator, Nanosonics (ASX:NAN). continue…
by Dominic Rose Posted in Companies, Editor's Pick, Stocks We Like.
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MEDIA
Why has there been so much growth in data centres?
Roger Montgomery
July 15, 2020
Data centres have quickly become essential infrastructure in Australia and around the world. To explain data centres and their business model, I’m joined by David Tudehope, Chief Executive Officer from Macquarie Telecom. continue…
by Roger Montgomery Posted in Editor's Pick, Montgomery Small Caps Management Video Series, Stocks We Like, Video Insights.
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MEDIA
Macquarie Telecom: the data centre business is a real growth engine
Gary Rollo
July 9, 2020
Founded 27 years ago, Macquarie Telecom (ASX:MAQ) is an Australian data centre, cloud, cyber security and telecom company for mid to large business and government customers. Gary recently spoke with Chief Executive Officer, David Tudehope to discuss business and the investments the company’s making to extend its growth horizon. continue…
by Gary Rollo Posted in Companies, Editor's Pick, Montgomery Small Caps Management Video Series, Stocks We Like, Video Insights.