Stocks We Like

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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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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