Stocks We Like
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Three reasons we continue to like Woolworths
Joseph Kim
July 21, 2020
In recent months, The Montgomery Fund has accumulated a significant position in Woolworths – it’s now one of our largest positions. And we remain positive on the outlook for the company over the medium term, even after the recent rally in its share price. continue…
by Joseph Kim Posted in Companies, Editor's Pick, Stocks We Like
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Nanosonics has a long runway for growth
Dominic Rose
July 21, 2020
It’s a testing time for investors, with so many hitherto great businesses on their knees, and others looking well over-priced. But it’s still possible to identify structural winners with a long growth runway at reasonable prices. I think one of these could be Sydney-based medical device innovator, Nanosonics (ASX:NAN). continue…
by Dominic Rose Posted in Companies, Editor's Pick, Stocks We Like
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Will Spotify be a long-term winner?
Andrew Macken
July 20, 2020
We believe Spotify (NYSE: SPOT) is an attractive investment opportunity because it commands an improving leadership position in the structurally growing, global digital audio streaming marketplace, underpinned by its expanding reservoir of proprietary consumer preference data. continue…
by Andrew Macken Posted in Companies, Stocks We Like
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Is selling online really the way to go?
Phillip Namara
July 17, 2020
As the customer experience continues to shift online, many would assume that scale advantages enjoyed by incumbents within consumer-facing industries would disappear, due to the extremely low marginal costs of production and distribution on the internet. This could not be further from the truth, in our opinion, scale matters even more online. continue…
by Phillip Namara Posted in Companies, Stocks We Like
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Why has there been so much growth in data centres?
Roger Montgomery
July 15, 2020
Data centres have quickly become essential infrastructure in Australia and around the world. To explain data centres and their business model, I’m joined by David Tudehope, Chief Executive Officer from Macquarie Telecom. continue…
by Roger Montgomery Posted in Editor's Pick, Montgomery Small Caps Management Video Series, Stocks We Like, Video Insights
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The coffee can approach
Lachlan Mackay
July 13, 2020
The coffee can investment approach is an important concept that illustrates a key factor in how we view prospective businesses. It was coined by famed advisor Robert Kirby, who discovered that one of his clients had been selectively acting on all his buy recommendations, putting away the stock certificates and ignoring any sell recommendations. After a few years, despite some unsuccessful investments in his portfolio, he had performed far better than Kirby himself. continue…
by Lachlan Mackay Posted in Editor's Pick, Investing Education, Stocks We Like
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Macquarie Telecom: the data centre business is a real growth engine
Gary Rollo
July 9, 2020
Founded 27 years ago, Macquarie Telecom (ASX:MAQ) is an Australian data centre, cloud, cyber security and telecom company for mid to large business and government customers. Gary recently spoke with Chief Executive Officer, David Tudehope to discuss business and the investments the company’s making to extend its growth horizon. continue…
by Gary Rollo Posted in Companies, Editor's Pick, Montgomery Small Caps Management Video Series, Stocks We Like, Video Insights
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An upbeat outlook gives us more reasons to like IMDEX
Dominic Rose
July 3, 2020
IMDEX (ASX:IMD) remains one of our preferred mining services exposures, as the company is well placed to benefit from the strong gold price outlook and is armed with a new product pipeline full of promise. The mining technology company recently provided an upbeat presentation highlighting a faster than expected demand recovery, encouraging results from new tool trials, accelerating adoption of cloud-connected products attributable to the pandemic, and robust medium-term industry fundamentals. continue…
by Dominic Rose Posted in Companies, Stocks We Like
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Does Megaport have a bright future?
Tim Kelley
July 2, 2020
Many readers will be familiar with the transformation being wrought in the information technology space by cloud computing. Where previously an enterprise would own and maintain all of its own computing infrastructure on-premises, increasingly, businesses are coming to view computing as a non-core activity that is best consumed as a service. continue…
by Tim Kelley Posted in Companies, Stocks We Like
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The bicycle of the mind for enterprises
George Hadjia
July 1, 2020
The omnipresence of computers in our everyday lives is something we as consumers have embraced, with no path back to a pre-digital existence. Computers and smartphones have become the norm and constitute an integral part of the world in which we live. But has the digital revolution changed enterprises to the same extent? As we will examine, we are still in the nascent stages of the shift to the intelligent enterprise. continue…
by George Hadjia Posted in Companies, Stocks We Like
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