Stocks We Like
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Understanding insurance broking
Lisa Fedorenko
April 20, 2018
You may not be too familiar with Steadfast Group (ASX: SDF) and AUB Group (ASX: AUB), but these insurance brokers are high quality businesses in an industry with high barriers to entry. Which is why we are very happy to hold them in our funds. continue…
by Lisa Fedorenko Posted in Insurance, Stocks We Like.
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Why Codan satisfies my inner geek – and meets my search for quality
Andreas Lundberg
March 16, 2018
In Adelaide, well away from Australia’s better known tech centres, is a small, innovative company called Codan (ASX:CDA) that many argue is leading the world in the technology it creates. Once you read about the company, we wonder whether you agree. continue…
by Andreas Lundberg Posted in Companies, Stocks We Like.
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TradeMe looks set for long-term revenue growth
Stuart Jackson
November 28, 2017
Lately, we are hearing many investors lament that it’s getting hard to find value in our market. Well, there are still pockets of value. And TradeMe (ASX:TME), New Zealand’s largest online auction and classifieds website, could be one of them. continue…
by Stuart Jackson Posted in Companies, Stocks We Like.
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A (re)visit to the hospital: Healthscope and Ramsay
Roger Montgomery
March 27, 2017
Over the course of 2016, we provided insight into the competitive dynamics and aggregate prospects of several industry sectors, from financial markets to supermarkets, listed on the Australian stock market.
continue…by Roger Montgomery Posted in Editor's Pick, Health Care, Stocks We Like.
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Look beyond the panic selling: Healthscope is a great long-term story
Roger Montgomery
November 4, 2016
Last month, Healthscope (ASX:HSO) announced it had experienced slower-than-expected hospital revenue growth for the quarter. The announcement prompted a wave of selling, with the share price falling around 30%. Does this present a buying opportunity? Given the metrics of the private hospital industry, we think so.
continue…by Roger Montgomery Posted in Health Care, Stocks We Like.
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WHITEPAPER
INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
Curious about the investment landscape in 2024? It appears that the current market offers a plethora of enticing opportunities for investors, a rarity not experienced since pre-pandemic times. This unique scenario stems from a confluence of factors, including elevated yields and comparatively rational equity valuations.
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Ramsay remains in rude health
Ben MacNevin
September 29, 2016
The Montgomery funds have emerged from reporting season with a new investment – Ramsay Health Care (ASX: RHC). Ramsay is one of the top private hospital operators in the world. It’s been a stellar performer on the ASX and, in its recent financial report, signalled more solid growth to come.
continue…by Ben MacNevin Posted in Companies, Editor's Pick, Stocks We Like.
TaggedHealthscope (HSO), Ramsay (RHC)- 7 Comments
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POSTED IN Companies, Editor's Pick, Stocks We LikeTaggedHealthscope (HSO), Ramsay (RHC)
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And the gold medal goes to…
Roger Montgomery
September 5, 2016
As we’ve pointed out recently, it’s getting harder and harder to find quality Australian businesses with really strong prospects. Which is why we are quite excited about Altium (ASX:ALU) and Vitagroup (ASX:VTG). Their profit results for FY16 were arguably two of the reporting season’s best.
continue…by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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How to assess Henderson post-Brexit
Scott Shuttleworth
August 9, 2016
Before Brexit, Henderson Group PLC (ASX: HGG) was a core holding for many Australian investors seeking international exposure. Since then, its share price has plunged about 20 per cent. HGG has just reported its 1H16 result, and we still like the business, but there are some provisos. continue…
by Scott Shuttleworth Posted in Financial Services, Stocks We Like.
TaggedBrexit, Henderson Group (HGG)- 2 Comments
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POSTED IN Financial Services, Stocks We LikeTaggedBrexit, Henderson Group (HGG)
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Stocks We Like: Why we like Isentia
Roger Montgomery
July 26, 2016
The share price of media monitoring company, Isentia, has jumped around 50 per cent since listing in mid-2014. We’ve had a look at the company’s diverse businesses and international reach, and despite the price movements in 2016, we think there’s plenty for investors to be excited about.
by Roger Montgomery Posted in Stocks We Like, Technology & Telecommunications.
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Stocks We Like – REA Group
Roger Montgomery
July 13, 2016
When holding cash, it is tempting to believe there was always something to buy. Sadly, because our criteria for quality and value are so high, there are days and weeks when we come into work and there is precious little investing to do. continue…
by Roger Montgomery Posted in Market commentary, Stocks We Like.
