Stocks We Like
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Corporate Travel Management’s financial update for FY23
Roger Montgomery
July 27, 2023
With reporting season about to begin and confession season well-underway, analysts are keen to understand the extent to which any pullback in consumer activity has, for example, impacted business. continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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How Yeti Holdings and Floor & Décor Holdings are growing in the hard-surface industry
David Buckland
July 19, 2023
Our global investment partner, Polen Capital, seeks to invest in high-quality companies that have strong growth potential and competitive advantages. continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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Dechra Pharmaceuticals and Musti Group ride the pet boom
David Buckland
July 18, 2023
The COVID-19 pandemic emphasised the fact pets, at whatever price, have become family members. Two company enjoying this transformation are Dechra Pharmaceuticals and Musti Group. continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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Telix Pharmaceuticals – strong momentum ahead
David Buckland
July 12, 2023
Telix Pharmaceuticals Limited (ASX:TLX) is a Melbourne-headquartered $3.9 billion company which recently entered the Montgomery and Australian Eagle portfolios and seems to have very exciting prospects. continue…
by David Buckland Posted in Companies, Health Care, Stocks We Like.
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Home-grown Australian biomedical companies shine on the global stage
David Buckland
July 5, 2023
In this week’s video insight David Buckland discusses two Australian biomedical companies, Pro-Medicus (ASX:PME) and Telix Pharmaceuticals (ASX:TLX) which are gaining global recognition. Pro-Medicus specialises in imaging software and has experienced significant growth, while Telix focuses on cancer management technologies with promising market potential. Both companies are poised for further success and expansion. continue…
by David Buckland Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.
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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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From retail giants to resources: Wesfarmers’ strategic Lithium expansion unveiled
Sean Sequeira
July 4, 2023
Most people associate Wesfarmers (ASX:WES) with some of Australia’s best known retail names such as Bunnings, Kmart and Officeworks. While this is where the bulk of the earnings are generated now, the role of Wesfarmers in everyday Australians’ lives actually runs deeper than it would appear on the surface with a growing healthcare and resources exposure. continue…
by Sean Sequeira Posted in Companies, Stocks We Like.
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Macquarie Technology Group – A small company that is in the cloud
Michael Gollagher
June 29, 2023
For long term investors and followers of our Small Companies Fund (the Fund) you would be aware that one of the themes we have spoken about since the inception of the Fund is Cloud Computing. In recent weeks we have seen the market becoming quite excited about the prospect of Artificial Intelligence (AI) and its related industries. With the news focus being what this emerging technology could mean for company earnings and productivity in general. continue…
by Michael Gollagher Posted in Companies, Stocks We Like.
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Beyond fundamentals: Outlook on digital payments
Polen Capital
June 23, 2023
In this video Dan Davidowitz, Portfolio Manager and Analyst for Polen’s Focus Growth strategy, shares his insights on the often-misunderstood world of digital payments. Can the Visa and MasterCard duopoly be disrupted? continue…
by Polen Capital Posted in Companies, Polen Capital, Stocks We Like, Video Insights.
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Avita Medical’s medium-term prospects getting better
David Buckland
June 21, 2023
Avita Medical’s (ASX:AVH) RECELL System was first approved in the U.S. for the treatment of severe burns in 2018 and prepares, produces, and delivers a regenerative cell suspension, Spray-On Skin Cells, using a small amount of a patient’s own skin. continue…
by David Buckland Posted in Companies, Stocks We Like.
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Avita Medical receives FDA approval for full-thickness skin defects
David Buckland
June 9, 2023
It has been 30 years in the making, when Dr Fiona Wood and scientist Marie Stoner recognised the potential of tissue engineering to treat burns and a skin culture facility was borne. Their product evolved from cultural sheets of cultural epithelial autograph (CEA) to aerosol delivered cell-clusters and today it is known as “spray-on skin”. The skin cells then grow on the patient and the technology has been patented and commercialised through Clinal Cell Culture, which became Avita Medical (ASX:AVH). continue…
by David Buckland Posted in Companies, Stocks We Like.
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