Stocks We Like
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Is there a bright future ahead for Aeris Resources and Rex Minerals?
David Buckland
June 1, 2023
I recently concluded that while Copper’s near-term outlook remains closely linked to global industrial production expectations, as the global supply/demand curve heads into a deficit later this decade we expect the Copper price to hit record highs. Today, I wanted to focus on two relatively junior Australian Copper plays, owned by the Montgomery Small Companies Fund, Aeris Resources (ASX:AIS) and Rex Minerals (ASX:RXM). continue…
by David Buckland Posted in Companies, Stocks We Like.
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Quality growth – the recipe for success
Michael Gollagher
May 31, 2023
2023 has been a challenging year for stock markets, when we commenced in January we launched with a bang, with strong market returns occurring across the globe. By the time February approached volatility had set in and we find ourselves in a situation where like tropical weather, the forecast can change at a moment’s notice. continue…
by Michael Gollagher Posted in Companies, Editor's Pick, Stocks We Like, Technology & Telecommunications.
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Three is the magic number
Roger Montgomery
May 22, 2023
With apologies to De La Soul for hijacking the title of one of their hit songs, we discuss here three companies that are currently held in our domestic funds. All three can be found in the portfolios of The Montgomery Fund and The Montgomery [Private] Fund, managed by Sean Sequeira, Alan Kwan and Daniel Chan. Corporate Travel Management is also held by Gary Rollo and Dominic Rose in the Montgomery Small Companies Fund. continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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Two stocks we currently like
Gary Rollo
May 19, 2023
In this week’s video insight I joined Montgomery’s head of distribution Scott Phillips to discuss two stocks we currently hold in the Montgomery Small Companies Fund including insurance broking, underwriting agency and risk management businesses AUB Group (ASX:AUB) and lithium producer Allkem (ASX:AKE). AUB Group falls into the category of stable compounders, those businesses with defensive growth characteristics. And we think Allkem is very attractive in the lithium sector. continue…
by Gary Rollo Posted in Editor's Pick, Stocks We Like, Video Insights.
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REA Group continues to deliver for long-term investors
Roger Montgomery
May 17, 2023
Since listing in 1999, the share price of REA Group (ASX:REA) – Australia’s leading online property portal – has risen from around 50 cents to around $140. So you’d have been far, far better investing in REA than in the property market that it serves. REA continues to be one of the highest quality businesses on the ASX, and a slightly underwhelming third-quarter trading update has not changed my opinion of the company’s prospects. continue…
by Roger Montgomery Posted in Companies, Property, Stocks We Like.
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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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The wrangling over White Gold is set to accelerate
David Buckland
May 15, 2023
As detailed in my most recent blog entitled “Will the copper price hit record highs?”, Latin America and Australia combined, according to the U.S. Geological Survey, currently controls around 75 per cent of the world’s lithium reserves, whilst China has 80 per cent of the global refining capacity. continue…
by David Buckland Posted in Companies, Stocks We Like.
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Why Australian Eagle invested in AMP
Sean Sequeira
May 11, 2023
Back in the 1960s, AMP Limited (ASX:AMP) built the tallest building in Australia, with magnificent views over Sydney harbour. It was a symbol of the firm’s dominant place within the local financial sector. Fast forward 60 years, and AMP is a shadow of its former self, and its share price has suffered accordingly – down 91 per cent since listing in 1998. Subsequent to its fall from grace, Australian Eagle identified certain factors which gave the company the chance to evolve and if successful, continue to play a big part in the financial services industry. continue…
by Sean Sequeira Posted in Companies, Editor's Pick, Financial Services, Stocks We Like.
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Portfolio changes to the Polen Capital Global Growth Fund in the March quarter
Polen Capital
May 8, 2023
After a busier than usual fourth quarter, activity returned to a more normal level for the Polen Capital Global Growth Fund in the first quarter of 2023. This is partly because we are so confident in the current state of the Fund’s Portfolio. This quarter consisted of only adding and trimming current positions in the portfolio, which included adding to Amazon and Thermo Fisher Scientific and trimming weights in Mastercard, Visa, and Abbott Laboratories. continue…
by Polen Capital Posted in Companies, Polen Capital, Stocks We Like.
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Three transport stocks we like
Roger Montgomery
May 3, 2023
In this week’s video insight Roger discusses why calendar year 2023 could be a good year for investors. Disinflation has always been positive for stocks, particularly innovative growth stocks. And guess what? We’re in a disinflationary phase right now. Roger shares three transport companies that we currently have a positive view on including Transurban (ASX:TCL), Auckland International Airport (ASX:AIA) and Alliance Aviation Services (ASX:AQZ). continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.
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Companies the Polen Capital Global Small and Mid Cap Fund bought and sold in the March quarter
Polen Capital
May 2, 2023
As expected, during periods of heightened volatility and a shifting economic environment, we are refining the Portfolio opportunistically. This includes initiating positions in companies that have been unfairly punished by investment markets, and taking profits by trimming companies that have held up well and those that we believe have lower return expectations going forward. continue…
by Polen Capital Posted in Polen Capital, Stocks We Like.
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