Stocks We Like
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For travel stocks, it’s up, up and away
Roger Montgomery
February 27, 2023
If you’ve travelled lately and felt stung by the big increases in airfares and accommodation prices, you might think about ‘revenge investing’ in some travel companies. Because, since the post-pandemic re-opening, many – like Flight Centre and Qantas – have seen a big increase in patronage, profits and share price. continue…
by Roger Montgomery Posted in Companies, Stocks We Like, Tourism.
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Why we hold a material position in Seven Group
Michael Gollagher
February 24, 2023
Seven Group Holdings (ASX:SVW) is a diversified company with businesses and investments in industrial services, media and energy. We particularly like the company’s exposure to mining services and infrastructure investment – via WesTrac, Coates Hire and Boral – and its high quality management. Together, these factors should continue to drive earnings and share price performance over the long term. continue…
by Michael Gollagher Posted in Companies, Stocks We Like.
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Gary’s best and worst pick from reporting season so far
Scott Phillips
February 23, 2023
In this video Scott speaks with Gary Rollo, portfolio manager of the Montgomery Small Companies Fund on an update on small caps reporting this results season. There’s been more beats from an earnings point of view than misses, but that’s looking backwards. Outlooks count because after all, the stock market buys the future and those have definitely been more negative. Gary also shares one of the best results he has seen and one of the worst. continue…
by Scott Phillips Posted in Editor's Pick, Stocks We Like, Video Insights.
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Is Breville good value after its recent results?
Roger Montgomery
February 16, 2023
Breville (ASX:BRG) the kitchen appliance company this week reported another record for half-yearly sales, albeit slightly below consensus. First half 2023 revenue grew 1.1 per cent to A$888.0 million, which was also 0.7 per cent higher, on a constant currency basis, than the first half of FY22. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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What are we seeing from reporting season in small caps so far?
Scott Phillips
February 15, 2023
In this video Scott speaks with Gary Rollo, portfolio manager of the Montgomery Small Companies Fund to provide an update on what we have seen from reporting season so far. It is early in the number of companies who have reported, but we can already see some key themes coming from the consumer sector. continue…
by Scott Phillips Posted in Companies, Stocks We Like, Video Insights.
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Three reasons for liking Transurban
Sean Sequeira
February 14, 2023
Since starting life in 1996 as the operator of Melbourne’s CityLink, Transurban (ASX:TCL) has come a long way. Taking advantage of falling interest rates, TCL has expanded its portfolio and now operates lucrative urban toll roads in Sydney, Melbourne, Brisbane, Canada and the U.S. The company is a strong dividend payer and continues to be a rewarding long-term investment. continue…
by Sean Sequeira Posted in Companies, Stocks We Like.
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Why IMDEX’s proposed acquisition of Devico is a great strategic fit
Dominic Rose
February 9, 2023
IMDEX (ASX:IMD) reported a strong set of 1H23 results, well ahead of consensus with revenue up 18.5 per cent from 1H22 and EBITDA up 21.9 per cent from 1H22. Despite great results these were overshadowed by IMDEX’s proposed acquisition of Devico, which appears highly strategic. Dominic joined IMDEX’s CEO Paul House to take a deep dive into the proposed acquisition which is highly strategic with strong synergies. continue…
by Dominic Rose Posted in Companies, Editor's Pick, Montgomery Small Caps Management Video Series, Stocks We Like, Video Insights.
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My top picks in the resources sector
Gary Rollo
January 31, 2023
In this week’s video insight Gary and David discuss how the reopening of China is having a positive impact on the resources sector, specifically copper. The Montgomery Small Companies Fund is currently overweight industrial metals and Gary shares three stocks we like in this space as well as three lithium producers that we think have bright prospects. continue…
by Gary Rollo Posted in Companies, Editor's Pick, Energy / Resources, Stocks We Like, Video Insights.
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Could Newcrest Mining be ready to bounce?
Sean Sequeira
January 25, 2023
The share price of Australia’s leading gold miner, Newcrest Mining (ASX:NCM), has been somewhat disappointing for the last few years. That could soon change if the recent recovery of gold price continues, recent corporate actions start to bear fruit and if investors start to take note of the company’s significant copper assets. continue…
by Sean Sequeira Posted in Companies, Editor's Pick, Energy / Resources, Stocks We Like.
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IMDEX’s strategic acquisition of Devico
David Buckland
January 24, 2023
In this week’s video insight David takes a closer look at IMDEX’s (ASX:IMD) acquisition of Devico AS. The strategic combination expands the product suite and client footprint offers extended market presence in key mining regions as well as cross-selling opportunities for IMD’s integrated solutions, with the global number one position in each of Rock Knowledge Sensors, Drilling Optimisation Products and Real-Time Data and Analytics. continue…
by David Buckland Posted in Companies, Stocks We Like, Video Insights.