Stocks We Like
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Two high-quality stocks we own in The Montgomery Funds’ portfolio
David Buckland
August 18, 2023
In this video insight, David Buckland, CEO of Montgomery, and Sean Sequeira, Chief Investment Officer of Australian Eagle Asset Management, discuss the positive impact of Australian Eagle’s partnership with Montgomery. They delve into recent company earnings reports, highlighting Cochlear’s (ASX:COH) return to growth as indicative of its strong business quality and long-term potential, independent of external factors. They also mention QBE’s (ASX:QBE) efforts to improve margins through enhanced risk management for better earnings quality, potentially leading to a higher market rating. continue…
by David Buckland Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.
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Why we think Alliance Aviation has strong earnings growth potential
Gary Rollo
August 11, 2023
In this week’s video insight I joined Montgomery’s head of distribution Scott Phillips to discuss a current holding in the Montgomery Small Companies Fund, Alliance Aviation Services (ASX:AQZ). Alliance Aviation Services falls into the category of Aviation, although it is not a typical airline business. I identify why it is a holding in the Montgomery Small Companies Fund and what we expect in terms of its future earnings. continue…
by Gary Rollo Posted in Airlines, Companies, Editor's Pick, Stocks We Like, Video Insights.
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Euronext and TMX Group: Two exchanges enjoying monopolistic connotations
David Buckland
August 8, 2023
Our global investment partner, Polen Capital, seeks to invest in high-quality companies that have strong growth potential and competitive advantages. In this article, I explore two global financial services organisations owned by the Polen Capital Small and Mid Cap Fund – Euronext and TMX Group. continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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What can we expect from small caps this reporting season?
Michael Gollagher
August 7, 2023
As we enter reporting season, I thought it would be timely to take a moment and review four key sectors of the small companies market that will no doubt be front of mind for many investors. continue…
by Michael Gollagher Posted in Companies, Stocks We Like.
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Why REA Group will keep delivering for investors
Roger Montgomery
August 4, 2023
As I’ve written before, I think REA Group (ASX: REA), is one of Australia’s highest quality businesses. REA’s online portal – realestate.com.au – is the go-to destination for people wanting to buy, sell or rent property, and this has led to massive earnings growth, and turbo-charged REA’s share price. Looking at the metrics of the business, I see no reason why this will not continue. continue…
by Roger Montgomery Posted in Companies, 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.
