Stocks We Like
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The power of compounding when rates are low
Andrew Macken
November 4, 2019
The new low interest rate world in which we find ourselves is strange. Why does it make sense that an investor should have to pay for the privilege of lending to the German government for 20 years, for example? And yet, the yield on German 20 year bunds is negative – effectively implying exactly this. continue…
by Andrew Macken Posted in Global markets, 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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Why our Small Companies Fund sees value in IMDEX
Dominic Rose
October 29, 2019
These days, I hear many commentators say it’s hard to find value in the market. But if you look hard enough, it’s still possible to find a gem. One of these is IMDEX (IMD), a global mining-tech company. With a strong management team, an attractive product suite, high returns, and a net cash position, IMDEX could be set for a significant step-up in earnings growth. continue…
by Dominic Rose Posted in Companies, Stocks We Like
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At Super Retail Group, sales keep on rising
Roger Montgomery
October 24, 2019
Super Retail Group (ASX:SUL) is one of Australia’s best-performing listed retailers. And that was borne out again in its latest trading update, which revealed growing sales across all its franchises. However, margins are starting to come under pressure as the business seeks to grow market share. continue…
by Roger Montgomery Posted in Companies, Stocks We Like
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Why I think NextDC is undervalued
Gary Rollo
October 18, 2019
What’s going on with the share price of data center provider NextDC (ASX: NXT)? Over the past year, it has massively underperformed other firms in both the tech and AREIT sectors. But with interest rates staying low, and the demand for data center services booming, is its market valuation set to rise? continue…
by Gary Rollo Posted in Companies, Stocks We Like
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Why IDP Education ticks all our boxes
Dominic Rose
October 16, 2019
IDP Education (ASX: IEL) places international students into Australia and other key English speaking destinations, while also administering English language proficiency tests. With defensive earnings, a long runway for growth and strong industry tailwinds, we think there’s plenty to like about this Australian-based global business. continue…
by Dominic Rose Posted in Companies, Stocks We Like
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Why EML is a core holding in our Small Companies Fund
Dominic Rose
October 4, 2019
We recently launched the Montgomery Small Companies Fund. This new fund has invested in some truly dynamic businesses that we believe will deliver superior returns over the coming years. One of those is EML Payments (ASX: EML). continue…
by Dominic Rose Posted in Companies, Editor's Pick, Stocks We Like
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How much to stop using Google?
Amit Nath
October 1, 2019
Given nearly all productive functionality on the internet is provided for free to the public in exchange for being advertised to, it is a fascinating question to consider what those web based services are actually worth to an individual if they were made to pay for them. continue…
by Amit Nath Posted in Companies, Stocks We Like
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Minetec could be a game-changer for Codan
Andreas Lundberg
September 30, 2019
Codan (ASX: CDA) is a manufacturer and supplier of communications, metal detection, and mining technology. One of its businesses is called Minetec. It’s a location tracking system that promises to add value to underground mining operations around the world, and has already been adopted by the likes of Newmont and BHP. continue…
by Andreas Lundberg Posted in Companies, Editor's Pick, Stocks We Like
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The global tech stocks that are worth buying
Roger Montgomery
September 17, 2019
When it comes to investing in global technology stocks, it pays to do your homework. Because there are some major differences between the big brands that dominate the space. Take Google, Facebook and Uber, for example. continue…
by Roger Montgomery Posted in Companies, Stocks We Like
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