Stocks We Like
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Is Corporate Travel the pick of Australia’s travel stocks?
Sean Sequeira
January 18, 2023
The COVID-19 pandemic smashed the earnings of travel businesses across the globe. But here in Australia, Corporate Travel Management (ASX:CTD) not only withstood the tourism downturn – it was able to grow. With its share price still below the pre-COVID-19 level, and the business in great shape, Corporate Travel Management is a quality company with potential for much larger earnings growth in the years ahead. continue…
by Sean Sequeira Posted in Companies, Editor's Pick, Stocks We Like.
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Perreault Resigns from CSL, having already written some of the next chapter
Roger Montgomery
December 16, 2022
When investors, like Montgomery, and our partners, Australian Eagle, talk about quality Australian companies – those with wide and deep economic moats or competitive advantages, relatively low debt, high returns on equity and growing profits – Australian biotech CSL Limited (ASX:CSL) invariably appears near the top of the list. Even global quality-based investors such as Polen Capital count CSL among their holdings. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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Elders shows it is a business for all seasons
Sean Sequeira
December 9, 2022
Elders (ASX:ELD) has been a leading Australian agribusiness since 1839. In that time, it’s gone through a number of ups and downs. But under CEO, Mark Allison, it looks to have found its groove – as reflected in the most recent results. Despite the CEO’s impending departure, we think the Elders’ business model will continue to reward investors. continue…
by Sean Sequeira Posted in Companies, Stocks We Like.
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AMP’s strong valuation case
David Buckland
November 30, 2022
In this week’s video insight David discusses Australian Eagle Asset Management’s process of analysing unloved companies which are seeing an operational turnaround yet to be understood by the market. A recent example of an “improving quality” company with a strong valuation case is AMP (ASX:AMP). continue…
by David Buckland Posted in Companies, Stocks We Like, Video Insights.
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Why we view Commonwealth Bank as the highest quality of the big four banks
Sean Sequeira
November 25, 2022
At Australian Eagle, the external environment is not something we can control but it is something we do pay attention to. It plays a part in our investment thesis on stocks and will always be an important consideration in terms of our assessment of the quality of a company. However, the investment team tends to focus more on the inherent fundamentals of stocks especially those involving factors under management’s control. continue…
by Sean Sequeira Posted in Companies, Financial Services, Stocks We Like.
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Will ResMed’s share price continue to rise long-term?
Roger Montgomery
November 22, 2022
ResMed (ASX:RMD) is an Aussie-grown international success story. Now based in San Diego, it’s the world leader in the Sleep Disordered Breathing market, providing devices for treating sleep apnea, chronic obstructive pulmonary disease, and other respiratory conditions. RMD’s share price has grown a whopping 3,800 per cent since listing in 1999, and we’re confident there’s more growth to come. continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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Why Macquarie Group is a high conviction position in The Montgomery Fund
Sean Sequeira
November 17, 2022
Both Australian Eagle and Montgomery have had a position in Macquarie Group (ASX:MQG) for some time. The positive view on the company would seem obvious given the heavy emphasis on first identifying quality businesses in both Australian Eagle’s and Montgomery’s investment process. continue…
by Sean Sequeira Posted in Companies, Editor's Pick, Financial Services, Stocks We Like.
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Some interesting health related companies enter the Polen Capital Global Small and Mid Cap Fund
David Buckland
November 15, 2022
Portfolio Manager, Rob Forker, and the team running the Polen Capital Global Small and Mid Cap Fund have recently added two healthcare related companies to the portfolio. continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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AUB Group – insurance growth without insurance risk
Michael Gollagher
November 14, 2022
There are many factors that come into play when you consider constructing a portfolio of stocks. Many people want to see a line up of superstars who are expected to shoot the lights out. Having said that, as we all know in investment markets there is no such thing as a free lunch. continue…
by Michael Gollagher Posted in Companies, Stocks We Like.
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Big days in small companies
Roger Montgomery
November 11, 2022
Overnight, U.S. stocks posted their strongest rally in years, after the country’s October consumer price data provided further confirmation inflation has indeed peaked. These are big moves that investors cannot afford to miss, which is why we will continue to generally advise being greedy when others are fearful. continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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