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Why there’s a positive outlook ahead for IMDEX
Dominic Rose
September 24, 2021
IMDEX (ASX:IMD) delivered an impressive set of results for the financial year to 30 June 2021, which materially beat expectations and led to broker forecast upgrades. The two key points from the update include revenue growth of 11 per cent and EBITDA was up 39 per cent. continue…
by Dominic Rose Posted in Montgomery Small Caps Management Video Series, Video Insights.
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Two high growth retailers with global expansion strategies
David Buckland
September 6, 2021
In this week’s video insight David interviews portfolio manager of the Montgomery Small Companies Fund Dominic Rose to discuss two high growth Australian retailers with significant global expansion strategies. City Chic (ASX: CCX) and Lovisa (ASX:LOV) make up around 5 per cent of the Montgomery Small Companies Fund portfolio and Dominic identifies why their key prospects are looking better as key markets including the US and UK open back up post COVID-19 lockdowns. continue…
by David Buckland Posted in Companies, Consumer discretionary, Editor's Pick, Stocks We Like, Video Insights.
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Two stocks we like in the lithium and copper space
David Buckland
August 5, 2021
In this week’s video insight David interviews portfolio manager of the Montgomery Small Companies Fund Gary Rollo to discuss the significant tailwind of decarbonisation and the ramifications for Lithium and Copper. The two stocks in focus include Pilbara Minerals (ASX:PLS) and Aeris Resources (ASX:AIS) and which, on a combined basis, make up more than 5 per cent of the Montogmery Small Companies Fund portfolio. continue…
by David Buckland Posted in Companies, Stocks We Like, Video Insights.
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Polen’s Q2 2021 portfolio commentary
David Buckland
July 23, 2021
In this week’s video insight, Portfolio Manager of the Polen Capital Global Growth strategy, Jeff Mueller, discusses the results for the June 2021 Quarter. To remind readers, the Polen Capital Global Growth Fund appreciated by 10.9 per cent in Australian Dollars, outperforming the benchmark by 2.0 per cent, after expenses. Leading contributors were dominant tech-based companies and in this video Jeff talks about portfolio holdings Adobe, and the recently acquired AON. continue…
by David Buckland Posted in Polen Capital, Video Insights.
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Two travel stocks the small cap team likes
David Buckland
July 7, 2021
In this week’s video insight David interviews portfolio manager of the Montgomery Small Companies Fund Dominic Rose to discuss two travel stocks held in the Fund. Alliance Aviation and Corporate Travel Management are in the bucket of businesses that have been disrupted by the global pandemic although we believe their business models have the ability to use the disruption to their advantage and emerge in much stronger competitive positions. continue…
by David Buckland Posted in Companies, Stocks We Like, Video Insights.
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MEDIA
National Storage REIT: Resilience and Growth
Gary Rollo
June 25, 2021
Despite a challenging backdrop through COVID, National Storage REIT (ASX:NSR) has continued its strong trajectory into 2H FY21, supported by market conditions and ongoing portfolio optimisation. The self-storage sector has demonstrated its resilience through COVID and is benefitting from changes to how people live and work. continue…
by Gary Rollo Posted in Editor's Pick, Montgomery Small Caps Management Video Series, Video Insights.
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Two types of growth: organic and acquisition
Stuart Jackson
June 23, 2021
In this week’s video insight Stuart discusses how the value of a company’s growth is determined and identifies two types of growth organic and acquisition. If one company is generating growth by investing in its own assets, it is likely to have a marginal return on capital that is greater than a company that is acquiring its growth by buying other businesses.
by Stuart Jackson Posted in Video Insights.
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Two structural growth stocks in the Montgomery Small Companies Fund
David Buckland
June 10, 2021
In this week’s video insight David interviews portfolio manager of the Montgomery Small Companies Fund Gary Rollo to discuss two structural growth companies held in the Fund. Macquarie Telecom and Uniti Group are both telecommunications companies and combined come to around 7 per cent of the Fund’s portfolio. continue…
by David Buckland Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.
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US travel demonstrates vaccination is the path to normal
Roger Montgomery
June 4, 2021
In this week’s video insight Roger discusses why he believes vaccinations are the surest path to reopening. US airlines are reporting steady improvement in bookings, in the last three weeks, booking volumes and prices for July travel have returned to near 2019 levels, with some flights back to 90 per cent capacity. The good news surrounding the benefits of vaccinations keeps coming, will this spur hesitators to get vaccinated?
by Roger Montgomery Posted in Video Insights.
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Where to next for Reliance Worldwide?
Joseph Kim
May 10, 2021
In this week’s video insight Joseph comments on Reliance Worldwide’s recent trading update which revealed the company was a significant beneficiary of the recent freeze event in Texas. Looking forward, Joseph discusses the three key drivers to consider to forecast the company’s future earnings. continue…
by Joseph Kim Posted in Editor's Pick, Video Insights.
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