Search Results for: thorn group
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Have you joined the de-carbonisation train?
David Buckland
August 13, 2021
In my recent interview with Gary Rollo, Portfolio Manager of the Montgomery Small Companies Fund Gary focused on the bull market associated with the decarbonisation thematic, the long-term fundamentals for Lithium and Copper and two stocks, Pilbara Minerals (ASX:PLS) and Aeris Resources (ASX:AIS). Continue…
by David Buckland Posted in Companies, Stocks We Like.
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What should we expect from reporting season 2021?
Roger Montgomery
July 29, 2021
Profit season unofficially kicked off this week with half-year results from diversified resources behemoth Rio Tinto yesterday. Perhaps the most insightful observation is the lack of downgrades during confession season. Continue…
by Roger Montgomery Posted in Companies.
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Have the Praemium Board hung up the ‘For Sale’ sign?
Dominic Rose
July 28, 2021
When the Board of Directors suddenly sacks the CEO of a company ‘effective immediately’ the share price typically tanks as investors stampede for the exit, shooting first, asking questions later. However, in the curious case of Praemium (ASX:PPS), a subscale wealth platform player with a chequered history of tactical execution, such news instead sent the share price soaring, up almost 50 per cent over two months. What could this perhaps counterintuitive market reaction be signalling? We think the company has been put in play for potential corporate activity. Continue…
by Dominic Rose Posted in Companies, Editor's Pick, Stocks We Like.
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Why Amazon is one of the most forward-thinking businesses in the world
Roger Montgomery
July 27, 2021
American multinational ecommerce, cloud computing, digital streaming, and artificial intelligence company Amazon (NASDAQ:AMZN) is a top 10 holding in the Polen Capital Global Growth Fund and the team at Polen Capital see it as one of the most innovative and forward-thinking businesses in the world. Continue…
by Roger Montgomery Posted in Consumer discretionary, Polen Capital, Stocks We Like.
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Why Chinese investors are shying away from Australia
Andreas Lundberg
July 20, 2021
In Australia, mergers and acquisitions (M&A) are on the rise. But largely absent from this activity are Chinese businesses who, until recently, have invested heavily in our economy. Looking at the reasons behind this reduced investment, I think this trend could continue for some time to come. Continue…
by Andreas Lundberg Posted in Global markets, Market commentary.
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Where to invest in the battery metals boom
Roger Montgomery
July 19, 2021
With the global electric vehicle (EV) market forecast to grow 10-fold by 2025 and 50-fold by 2030, and rising demand for energy storage, there’s never been a better time to be a lithium miner. Fortunately, Australia has a number of quality mining businesses for investors to consider. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Energy / Resources.
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What can we learn from the investing themes of FY21?
Joseph Kim
July 16, 2021
July is a natural time for us to review the financial year just past – both in terms of The Montgomery Fund as well as the investment journey of the broader market. The 2021 financial year was unprecedented in many ways, not just because the last 12 months has seemed more like an extension of the initial COVID-19 fallout of the June 2020 quarter, but also because of the volatility witnessed in the broader market given the rapid pace of developments in a suddenly “less predictable” world. Continue…
by Joseph Kim Posted in Market commentary.
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Wesfarmers to enter the “pharmacy distribution plus health, wellbeing and beauty” sector
David Buckland
July 13, 2021
The week kicked off with Wesfarmers (ASX:WES) making a $687 million non-binding, indicative offer to acquire Australian Pharmaceutical Industries (ASX:API) at $1.38 per share by way of a scheme of arrangement. Continue…
by David Buckland Posted in Companies, Editor's Pick, Stocks We Like, Takeovers.
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Facebook’s growing market opportunity
Roger Montgomery
July 12, 2021
In March we introduced the Polen Capital Global Growth Fund to Australian investors. The Boca Raton-based manager Polen Capital was established in 1979 and over the past 32 years the flagship US Portfolio has been able to compound earnings growth above 15 per cent annually versus approximately six per cent annually for the S&P 500. Continue…
by Roger Montgomery Posted in Companies, Polen Capital, Stocks We Like.
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oOh!Media screens as a cheap recovery story
Dominic Rose
June 29, 2021
Economic reopening and cyclical reflation trades have rewarded investors handsomely over the past six months or so, particularly those offering immediate leverage to the stronger than expected demand recovery scenario currently playing out. Continue…
by Dominic Rose Posted in Companies, Stocks We Like.
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Montgomery Small Companies Fund – Active management in action
Dean Curnow
June 24, 2021
What does active management look like in the modern era? There are many ways to assess how active a manager actually is – from comparing their active share (or common holdings) or sector over/underweights versus the index, or the turnover rate of their underlying holdings, to name a few. Continue…
by Dean Curnow Posted in Investing Education.
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What to learn from the last year’s IPO winners and losers
Gary Rollo
June 16, 2021
IPOs can give you wonderful returns if you get them right, but burn your money if you don’t. And that’s clearly shown in the trajectories of the companies that have listed since the COVID-induced market lows in March 2020. Because, while there were some big winners – like Cettire (ASX:CTT), Aussie Broadband (ASX:ABB) and Universal Stores (ASX:UNI), there were also some clear losers. Continue…
by Gary Rollo Posted in Companies, Editor's Pick.
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The global challenge of clean water
Roger Montgomery
June 11, 2021
Shortages of clean water are a global challenge and often water infrastructure is costly to deploy and maintain. Global water-treatment company Fluence Corporation is the only water treatment company of its kind offering plug-and-play decentralised water and wastewater treatment solutions driven by its proprietary solution. Continue…
by Roger Montgomery Posted in Companies.
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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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The global business of sport
Roger Montgomery
June 9, 2021
Headquartered in Germany with a history dating back to 1924, Adidas is a global leader in the manufacturing of athletic apparel and footwear, trailing only Nike in terms of revenues and units sold. The company with the distinctive three stripes identity mark reported net sales in 2020 of over €23 billion. Continue…
by Roger Montgomery Posted in Companies, Polen Capital.
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Building an export industry for cannabis medicines
Andreas Lundberg
June 3, 2021
The medicinal cannabis industry is gaining significant momentum, however, still remains in the early stages of growth. Zelira Therapeutics recently reported record quarterly cash receipts for the third quarter, up 249 per cent on H1 FY21. Continue…
by Andreas Lundberg Posted in Companies, Health Care.
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Why the Kogan share price has tanked
Roger Montgomery
May 24, 2021
Online retailer, Kogan (KGN:ASX), was one of the standouts during the COVID lockdown, and its share price soared during 2020. But, with many of us heading back to work, there is now less need to spend our days shopping online. This has resulted in ballooning inventories and a plummeting share price. And it’s not the only e-tailer feeling the pinch. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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Why today’s inflation fears provide a great share-buying opportunity
Roger Montgomery
May 19, 2021
Right now, inflation is the new bogey man. And it’s having an impact on equity markets. But is rising inflation just a blip caused by short-term bottlenecks in the supply of labour, or a long-term structural issue? If it’s just a blip – which I think it is – then any weakness in the share prices of high quality companies will provide us with a classic contrarian opportunity. Continue…
by Roger Montgomery Posted in Global markets, Market commentary.
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What return can you expect from Australian equities?
Tim Kelley
May 18, 2021
Equities, while volatile, have historically provided attractive returns to long-term investors. The ASX All Ordinaries Index, for example, has delivered a compound total return (capital growth plus dividends) in the region of 12 per cent p.a. since 1900. Continue…
by Tim Kelley Posted in Market commentary.
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Pendal’s acquisition doubles the US footprint
Dominic Rose
May 14, 2021
Global fund manager, Pendal Group (ASX:PDL), has just announced the strategic acquisition of US-based Thompson, Siegel & Walmsley (TSW). The acquisition delivers material scale to the existing US operations and is expected to be double-digit earnings accretive in the first 12 months. Continue…
by Dominic Rose Posted in Companies.
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