Stocks We Like

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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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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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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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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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.

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

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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.

by Roger Montgomery Posted in Health Care, Stocks We Like.

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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.

by Ben MacNevin Posted in Companies, Editor's Pick, Stocks We Like.

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Healthscope (HSO), Ramsay (RHC)

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

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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.

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Brexit, Henderson Group (HGG)

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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.

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by Roger Montgomery Posted in Stocks We Like, Technology & Telecommunications.

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