Stocks We Like
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Uniti Continues to Unify at an Electrifying Pace (Part 2)
David Buckland
December 9, 2019
Adelaide-based telecommunications company Uniti Wireless (ASX: UWL) is continuing its spending spree with additional acquisitions that has seen the market capitalisation grow from $33 million to the current $555 million. A staggering increase of $522 million in just nine-months! continue…
by David Buckland Posted in Companies, Editor's Pick, Stocks We Like.
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Is PointsBet Holdings worth a bet?
Gary Rollo
December 3, 2019
Finding growth businesses with a long runway of opportunity, that can also grow independent of the economic cycle, can feel a bit like looking for a needle in a haystack. But we think PointsBet Holdings (ASX:PBH) is one of those businesses. PointsBet Holdings is at the ground floor of the commercialisation of legal online sports betting in the US. Its share price has doubled since June and we think there’s more growth to come. continue…
by Gary Rollo Posted in Companies, Stocks We Like.
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Data centre growth to benefit NextDC
Roger Montgomery
December 2, 2019
In this week’s video insight Roger discusses why we view NextDC as a long-term infrastructure play that investors should be viewing with a telescope rather than a microscope to understand the opportunity. continue…
by Roger Montgomery Posted in Editor's Pick, Stocks We Like, Video Insights.
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What did we learn from the Telstra Investor day?
Tim Kelley
November 28, 2019
On 27 November Telstra (ASX:TLS) held an investor day to update shareholders and other stakeholders on progress in respect of the T22 strategy. What new information did we glean from the update? continue…
by Tim Kelley Posted in Companies, Stocks We Like.
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Three small caps to keep an eye on
Roger Montgomery
November 26, 2019
There is no doubt that Australia’s small companies market has the ability to generate significant wealth. This is because stockbrokers don’t earn enough revenue from brokerage on small companies and therefore don’t research them, leaving them undiscovered and potentially very cheap. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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Atlas Arteria says goodbye to the ‘silver doughnut’
Andreas Lundberg
November 26, 2019
Australian toll road operator, Atlas Arteria (ASX:ALX), has announced a new, simpler ownership structure that should benefit the company and its shareholders. The deal includes the separation from Macquarie Group – thus ending ongoing management fees to the ‘silver doughnut’ – and an increased stake in APRR, Europe’s fourth-largest motorway operator. continue…
by Andreas Lundberg Posted in Companies, Stocks We Like.
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Gambling giant, Aristocrat, continues to churn out the profits
Stuart Jackson
November 25, 2019
Aristocrat Leisure (ASX: ALL), one of the world’s largest manufacturers of gambling machines, has been a stellar performer over the past five years, rising some 400 per cent. It’s recently reported results were impressive, to say the least. Free cash flow was up 16 per cent. Dividends rose 22 per cent. And debt was down. continue…
by Stuart Jackson Posted in Companies, Stocks We Like.
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The investment case for EML just got stronger
Dominic Rose
November 18, 2019
EML Payments (ASX:EML), an Australian FinTech that specialises in digital gift cards and pre-paid cards, is a core holding in the Montgomery Small Companies Fund. Making EML even more compelling is the recent transformational acquisition of Prepaid Financial Services. continue…
by Dominic Rose Posted in Companies, Stocks We Like.
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Telstra’s future is looking rosy
Tim Kelley
November 13, 2019
Telstra (ASX:TLS) has been one of the better performers among Australia’s large caps over the past year, and we see more upside ahead. There are two good reasons for our optimism. continue…
by Tim Kelley Posted in Companies, Stocks We Like.
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Is there more upside potential for Avita Medical?
Joseph Kim
November 1, 2019
Avita Medical (AVH:AU) is a regenerative medical device company that produces the RECELL device for the treatment of burns. It is a company I have written about previously and whilst being a recent addition to the Montgomery fund’s portfolios, it has been one of its better performers. Given the share price appreciation in a short period of time, it’s worth reviewing the company’s operating performance and potential for further upside. continue…
by Joseph Kim Posted in Companies, Stocks We Like.
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