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How restrictive work practices at ports are costing us more
Roger Montgomery
November 11, 2021
According to a new report by the ACCC, imported goods are costing us all far more than they should. And it’s largely because enterprise agreements covering stevedores at our container ports contain provisions that limit the ability of port operators to automate, cut labour costs and choose who they hire. These provisions are hampering productivity, increasing disruptions, and driving up the cost of goods. Continue…
by Roger Montgomery Posted in Manufacturing.
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- POSTED IN Manufacturing.
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Sydney Board recommends takeover offer at $8.75
Joseph Kim
November 10, 2021
Back in July, the IFM consortium lobbed a full takeover offer for Sydney Airport (ASX:SYD), Australia’s busiest gateway. With the airport about to change hands, here’s why Montgomery Fund’s retained most of its shareholding in SYD throughout the takeover period to date. Continue…
by Joseph Kim Posted in Airlines, Companies, Editor's Pick, Stocks We Like.
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Two companies benefiting from the reopening trade
David Buckland
November 9, 2021
In this week’s video insight David interviews portfolio manager of the Montgomery Small Companies Fund Dominic Rose to discuss how the rapid vaccination rates have provided a catalyst for the reopening trade. With this in mind the Montgomery Small Companies Fund has broadened their reopening exposures to include a number of domestic opportunities, including Accent Group and oOh!media. Continue…
by David Buckland Posted in Video Insights.
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Goodman Group continues to ride the boom in online shopping
Roger Montgomery
November 8, 2021
Australian property company, Goodman Group (ASX:GMG), specialises in industrial sites that cater to the digital economy. And, perhaps predictably – given the past 18 months of retail lockdowns – its share price has done well. The company’s recent trading update was extremely upbeat, announcing higher levels of profitability and expectations for increased earnings for the year ahead. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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Where to invest if inflation takes hold
Roger Montgomery
November 5, 2021
Will inflation be transitory or more long lasting? Right now, the jury is out, and only time will tell. But the signs do not look good due to surging energy prices, supply bottlenecks and worker shortages. My advice is to focus on high quality companies with real pricing power. Continue…
by Roger Montgomery Posted in Global markets, Market commentary.
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Why I am still keen on Codan
Andreas Lundberg
November 4, 2021
The share price of electronic solutions and metal detector maker, Codan (ASX: CDA), has fallen around 42 per cent since June. It’s now back where it was around 12 months ago. But instead of being concerned, I believe the company continues to have a very bright future. Continue…
by Andreas Lundberg Posted in Companies, Editor's Pick, Stocks We Like.
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Polen Capital Global Small and Mid Cap Fund has left the starting block
David Buckland
November 3, 2021
The Polen Capital Global Small and Mid Cap Fund was launched on Thursday 21 October 2021, and at the time of writing, it has invested in 30 companies with a weighted average market capitalisation exceeding US$9 billion, across 12 countries. For context, this is a fraction of the big global names like Apple (US$2.25 trillion), Microsoft (US$2.0t), Amazon (US$1.7t), Alphabet (US$1.5t) and Facebook ($0.87t). Continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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Key take-outs from Coles’ and Woolworths’ Q1 sales
Stuart Jackson
November 3, 2021
Australia’s two supermarket giants, Coles and Woolworths, have just reported their September quarter sales figures. While it’s hard to make comparisons with the same period last year – due to the impact of the COVID-19 lockdowns – there were some meaningful take-outs from the results. Continue…
by Stuart Jackson Posted in Companies, Editor's Pick, Stocks We Like.
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