Stocks We Like
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An upbeat outlook gives us more reasons to like IMDEX
Dominic Rose
July 3, 2020
IMDEX (ASX:IMD) remains one of our preferred mining services exposures, as the company is well placed to benefit from the strong gold price outlook and is armed with a new product pipeline full of promise. The mining technology company recently provided an upbeat presentation highlighting a faster than expected demand recovery, encouraging results from new tool trials, accelerating adoption of cloud-connected products attributable to the pandemic, and robust medium-term industry fundamentals. continue…
by Dominic Rose Posted in Companies, Stocks We Like.
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Does Megaport have a bright future?
Tim Kelley
July 2, 2020
Many readers will be familiar with the transformation being wrought in the information technology space by cloud computing. Where previously an enterprise would own and maintain all of its own computing infrastructure on-premises, increasingly, businesses are coming to view computing as a non-core activity that is best consumed as a service. continue…
by Tim Kelley Posted in Companies, Stocks We Like.
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Nick Scali reports strong sales in May and June
Roger Montgomery
June 25, 2020
As you may know, the furniture retailer, Nick Scali, is one of our holdings in the Montgomery Small Companies Fund and CEO Anthony Scali has just updated fund managers through a broker-arranged conference call. continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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Codan goes from strength to strength
Andreas Lundberg
June 24, 2020
If you’re a regular reader, you probably know that one of my favourite Australian companies is Codan Limited (ASX: CDA), which makes communications, metal detection, and mining technology. Its share price has doubled in the past year, and its latest trading update gives me more reasons to be pleased we hold it in our funds. continue…
by Andreas Lundberg Posted in Companies, Stocks We Like.
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Why we are reducing risk by focusing on quality and size
Roger Montgomery
June 23, 2020
Since the COVID-19 induced market low, our fund has put a substantial proportion of our cash to work. But we’ve been very selective about the companies we bought. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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One opportunity we found during this crisis – Bapcor
Dominic Rose
June 17, 2020
During the recent market rout, the Montgomery Small Companies Fund picked up several high-quality small caps with solid growth potential at bargain prices. One standout is leading auto parts distributor, Bapcor (ASX:BAP), which has since rebounded strongly. continue…
by Dominic Rose Posted in Companies, Stocks We Like.
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One man’s trash is another man’s treasure
David Buckland
June 11, 2020
Showing all the tenacity of his son Marnus – with a Test match batting average of 63.4 – Andre Labuschagne, Executive Chairman of Aeris Resources (ASX: AIS), has taken the opportunity to cement the position of the 24,000 tonne per annum Copper producer, in the Australian gold sector. continue…
by David Buckland Posted in Companies, Stocks We Like.
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EML looks set to thrive as economies reopen
Dominic Rose
June 1, 2020
EML Payments (ASX:EML) is an exciting Fintech that delivers innovative payment processing technologies to organisations operating within many industries and countries. The business has weathered the COVID-19 lockdown much better than feared, and is now ideally placed to benefit as global economies reopen and the structural migration trend towards digital payments accelerates. continue…
by Dominic Rose Posted in Companies, Editor's Pick, Stocks We Like.
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Avita Medical – a small cap with big potential
Joseph Kim
May 28, 2020
Around 12 months ago, we noted that Avita Medical (ASX:AVH) – which provides a novel approach to skin regeneration – was a business worth keeping tabs on. Although its share price has felt the effects of the COVID-19 market sell-off, our positive view of the company has not changed. continue…
by Joseph Kim Posted in Companies, Editor's Pick, Stocks We Like.
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Our take on Aristocrat Leisure’s recent results
Stuart Jackson
May 27, 2020
Investors in Australian slot machine and mobile games developer, Aristocrat Leisure (ASX:ALL), have enjoyed stellar returns over the past 10 years, with the share price up over 500 per cent in that time. However, its results for the 6 months to the end of March were patchy, and it remains to be seen how strongly the business can emerge from the coronavirus lockdown. continue…
by Stuart Jackson Posted in Companies, Stocks We Like.
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