Stocks We Like

One business we have admired (and owned) for quite some years is NZ-listed Freightways Limited (NZX:FRE), which provides express package services throughout New Zealand, as well as information management and mail services. continue…

by Tim Kelley Posted in Companies, Stocks We Like.

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Steadfast Group (ASX:SDF) is the largest general insurance broker network and group of underwriting agencies in Australasia. It also has growing operations in Asia and Europe. Two of our funds own shares in the company, so we were eager to read its FY2018 results. Here are our initial impressions. continue…

by Roger Montgomery Posted in Companies, Stocks We Like.

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English language testing and international student placement company IDP Education released another strong set of result for the 12 months to June 2018. Net profit after tax increased 24 per cent while earnings before interest, tax, depreciation and amortisation (EBITDA) increased by 30 per cent relative to the prior year. continue…

by Stuart Jackson Posted in Companies, Stocks We Like.

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Recently, New Zealand-based TradeMe (ASX:TME) reported its FY18 results. Think of this business as a combination of Ebay, Seek, Realestate.com.au and Carsales.com.au. continue…

by Roger Montgomery Posted in Companies, Stocks We Like.

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With this weakening property market comes a decrease in auction clearance rates, credit availability and home prices. So how does REA Group (ASX:REA) benefit from this?  REA’s revenues have little to do with real estate prices and everything to do with listings volume and advertising yields (pricing and mix shift). continue…

by Roger Montgomery Posted in Companies, Stocks We Like.

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In this week’s video insight, Andreas discusses Codan, its share price has soared 32 per cent in the last year. So let’s take a look at four reasons why we like it.

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by Andreas Lundberg Posted in Stocks We Like, Video Insights.

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There are usually several opportunities for institutional investors to meet with any Australian company’s management during conferences or as they do the rounds following their results. continue…

by Andreas Lundberg Posted in Stocks We Like, Video Insights.

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This bull market has featured stellar performances from a small group of technology stocks, like Apple, Facebook and Netflix. Indeed, we’ve not before seen so much capital concentrated in a single sector. Despite the lofty valuations of most of these businesses, we continue to see some excellent investment opportunities. continue…

by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.

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Back in March, we wrote about Codan (ASX:CDA), and how I am personally enthused about their technology. Today, the company has made two announcements that the market has reacted positively to. continue…

by Andreas Lundberg Posted in Companies, Stocks We Like.

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One of the sectors Australian investors have trouble accessing – given the domicile of the companies – are high quality global technology businesses, and they account for a little over 30 per cent of the Montgomery Global portfolios. continue…

by David Buckland Posted in Companies, Stocks We Like.

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