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Equity Mates: Buy or sell

Equity Mates: Buy or sell

I had the pleasure of joining Adam Keily on the ‘Equity Mates’ podcast, where we had a great discussion about ten noteworthy stocks that are currently catching my eye. These picks span across a variety of sectors, domestic and global and include both small caps and larger companies. 

The companies I discuss include:  

  • ARB Corporation (ASX:ARB)  
  • Macquarie Technology Group (ASX:MAQ)  
  • Alliance Aviation Services (ASX:AQZ)  
  • Megaport (ASX:MP1)  
  • Nick Scali (ASX:NCK)  
  • Commonwealth Bank (ASX:CBA)  
  • Telix Pharmaceuticals (ASX:TLX)  
  • Adobe (NASDAQ:ADBE)  
  • Novo Nordisk (NYSE:NVO)  
  • Sage Group (LSE:SGE)  

Read more here: Buy or Sell: Roger Montgomery – Nick Scali, Megaport, NovoNordisk & more 

The Montgomery Small Companies Fund own shares in ARB Corporation, Macquarie Technology Group, Alliance Aviation Services, Megaport, Nick Scali and Telix Pharmaceuticals. The Montgomery Fund and the Montgomery [Private] Fund owns shares in Commonwealth Bank. The Polen Global Growth Fund owns shares in Adobe and Novo Nordisk. This article was prepared 22 May 2024 with the information we have today, and our view may change. It does not constitute formal advice or professional investment advice. If you wish to trade ARB Corporation, Macquarie Technology Group, Alliance Aviation Services, Megaport, Nick Scali, Telix Pharmaceuticals, Commonwealth Bank, Adobe or Novo Nordisk, you should seek financial advice.   

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Roger Montgomery is the Founder and Chairman of Montgomery Investment Management. Roger has over three decades of experience in funds management and related activities, including equities analysis, equity and derivatives strategy, trading and stockbroking. Prior to establishing Montgomery, Roger held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merrill Lynch.

This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the information provided is not intended to provide any recommendation or opinion about any financial product. Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions. This post specifically excludes personal advice.

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