Stocks We Like
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Why we think Corporate Travel Management’s recent acquisition is a game changer
Dominic Rose
October 6, 2020
Corporate Travel Management (ASX:CTD) announced last week the US$200 million acquisition of US-based Travel & Transport (T&T) which transforms the company’s North American business and positions the company as the global leader in mid-market corporate travel services. continue…
by Dominic Rose Posted in Companies, Stocks We Like.
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An exciting growth stock: Macquarie Telecom
Roger Montgomery
October 6, 2020
In this week’s video insight Roger discusses cloud computing and a small cap opportunity in the space. We currently believe companies within this sector will see a long runway for growth. One company delivering the framework on which this innovation cycle is being built is Macquarie Telecom. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.
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One company to benefit from a vaccine and reopening
Roger Montgomery
September 28, 2020
In this week’s video insight Roger discusses how to position for the possibility of a vaccine and reopening. When the global economy reopens further, there will likely be many more sectors returning to growth. We are looking for companies that are winners in sectors that have had their outlooks impacted. One of these is Corporate Travel Management which could take share from weakened competitors. Why is the Corporate Travel Management share price on fire right now? continue…
by Roger Montgomery Posted in Companies, Stocks We Like, Video Insights.
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Uniti Group ups the ante for OptiComm – and revises their bid to $5.85 per share
David Buckland
September 15, 2020
The team at Uniti Group must have been close to breaking out the champagne on another well executed transaction – detailed here – when the $130 billion First State Superannuation Fund threw a spanner in the works by bidding $5.85 per share or $610 million for OptiComm Limited. continue…
by David Buckland Posted in Companies, Stocks We Like.
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Five retail winners from reporting season
Joseph Kim
September 11, 2020
One of the big winners emerging from the recent reporting season has been higher quality, small-cap retail stocks. These companies have benefited from increased spending in goods and durables, as spending generally ear-marked for services (including transport and travel) reduced with lockdown measures – i.e. “higher share of wallet.” continue…
by Joseph Kim Posted in Companies, Consumer discretionary, Stocks We Like.
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How much upside is left for NXT?
Gary Rollo
September 9, 2020
When we started the Montgomery Small Companies Fund 12 months ago, data centre operator NEXTDC (ASX:NXT) was one of the first businesses we bought. On our analysis, the shares were cheap. One year on and the share price has almost doubled. NXT continues to be a great business but, at current prices, is it still a good investment? continue…
by Gary Rollo Posted in Companies, Editor's Pick, 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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