Stocks We Like
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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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Woosh! Cochlear’s share price growth just hit 10,000 per cent
Sean Sequeira
April 18, 2023
Cochlear (ASX: COH) – the world leader in the profound hearing loss market – is, in our opinion, one of the highest quality companies on the ASX. Since listing in 1995, its share price has grown from $2.50 to around $250. That’s a rise of almost 10,000 per cent! This meteoric rise reflects the company’s ability to deliver consistent double-digit revenue and earnings growth each year. And with its market still significantly underpenetrated, we believe there are many more good years to come. continue…
by Sean Sequeira Posted in Companies, Stocks We Like.
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Stocks we like in the EV space
Gary Rollo
April 17, 2023
In this week’s video insight, Scott Phillips our Head of Distribution joined Gary Rollo, Portfolio Manager for the Montgomery Small Companies Fund to discuss the difference between producers and developers in the electric vehicle (EV) sector and share some companies they think have bright prospects. continue…
by Gary Rollo Posted in Companies, Stocks We Like, Video Insights.
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After losing its froth, is Breville a ‘buy’ once more?
Roger Montgomery
April 14, 2023
I’ve followed Breville Group (ASX: BRG) – which makes and markets home appliances such as coffee makers – for a long time. And I’ve always been impressed by the firm’s management, approach and execution. With the current share price around 40 per cent off its highs, and the company trading on a retailer-type price to earnings (P/E) ratio, I think there’s an opportunity for investors to buy this quality business at an attractive price. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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Newmont Mining makes third offer for Newcrest Mining in a “best and final” bid
David Buckland
April 12, 2023
After first purchasing the company in October 2022, readers of The Montgomery Fund reports will know we have steadily added to the position in Newcrest Mining (ASX:NCM) over recent months. The market continued to positively reappraise the company’s progress to strengthen its production profile through acquisitions (in Tier 1 sites) and extend the mine life of its existing high-quality assets. continue…
by David Buckland Posted in Companies, Stocks We Like.
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Is QBE finally back on track?
Sean Sequeira
March 9, 2023
Just a cursory glance at the share price history of QBE Insurance Group (ASX:QBE) is enough to scare most investors away. After hitting a high of around $34 back in 2007, the stock has more than halved to around $15. But a new management team seems to be steering the business in the right direction, and many analysts see QBE as a turnaround story. continue…
by Sean Sequeira Posted in Companies, Editor's Pick, 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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