This Christmas, give your loved ones financial intelligence. Buy two copies of Value.able for the price of one this Christmas. Discount code: XMAS24 BUY NOW
-
Why I think Scentre Group shares are still good value
Andreas Lundberg
August 26, 2021
In March 2020, during the COVID-19 sell-off, the share price of shopping mall company, Scentre Group (ASX:SCG), hit a low of $1.51. It’s been a bumpy ride since then, with more lockdowns, but the share price has recovered nicely. And the company’s FY21 results paint a picture of a business in reasonable shape and still trading at a steep discount to the value of its net tangible assets. Continue…
by Andreas Lundberg Posted in Companies, Stocks We Like.
- save this article
- POSTED IN Companies, Stocks We Like.
-
After a record year, what next for Adairs?
Stuart Jackson
August 25, 2021
As with many other discretionary retailers, FY21 proved to be a bumper year for homewares and online furniture retailer, Adairs (ASX: ADH). The company enjoyed record sales growth and operating margins. But there are already signs that FY22 will not be as easy. Continue…
by Stuart Jackson Posted in Companies, Consumer discretionary, Stocks We Like.
- save this article
- POSTED IN Companies, Consumer discretionary, Stocks We Like.
-
SAP – a global powerhouse
Roger Montgomery
August 24, 2021
Founded in 1972 and headquartered in Germany, SAP is one of the world’s largest providers of fully integrated enterprise resource planning (ERP) software, including finance, sales, accounting, human resources and supply chain management and perhaps most importantly, 77 per cent of the world’s transactions hit a SAP system. Continue…
by Roger Montgomery Posted in Companies, Polen Capital, Stocks We Like.
- save this article
- POSTED IN Companies, Polen Capital, Stocks We Like.
-
MEDIA
Fear and Greed: Easiest way to make money on the ASX
Roger Montgomery
August 23, 2021
Roger joined Sean Aylmer on the Fear and Greed Podcast to discuss the prospects for the discretionary retail sector. With international and domestic travel off the table for Australians, people are looking for other ways to spend their money. This has resulted in a boost for retailers like JB Hi-Fi, Harvey Norman, Temple & Webster and Kogan. Although what happens when this spending slows down?
by Roger Montgomery Posted in Editor's Pick, Podcast Channel.
- save this article
- POSTED IN Editor's Pick, Podcast Channel.
-
Discover how to value the best stocks and buy them for less than they’re worth.
NOW FOR JUST $49.95
buy nowSUBSCRIBERS RECEIVE 20% OFF WHEN THEY SIGN UP
“This is a book you simply must read.
The very best investors in the world are “value” investors.” -
Six companies that have caught my eye in reporting season
Roger Montgomery
August 23, 2021
The COVID-19 pandemic, and associated lockdowns, have impacted some businesses very positively, but been less kind on others. These impacts are coming to light in the current FY21 reporting season. Here, I’d like to highlight the results of six companies I’ve been following for a while. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
- 1 Comments
- save this article
- 1
- POSTED IN Companies, Editor's Pick.
-
Plenty to like in Spark NZ’s FY21 result
Andreas Lundberg
August 20, 2021
Funds in the Montgomery stable are long-time holders of Spark, New Zealand’s leading telco. Spark is a steady performer, and a consistent dividend payer. And its recently reported full year results paint a picture of a telco in good financial health with potential for value creation by capital recycling. Continue…
by Andreas Lundberg Posted in Companies, Stocks We Like.
- save this article
- POSTED IN Companies, Stocks We Like.
-
Are the halcyon days over for discretionary retailers?
Roger Montgomery
August 19, 2021
Last year’s JobKeeper payments provided a handy tailwind for many of our discretionary retailers, particularly those with a strong online presence. But was this as good as it gets? It looks like it, if the recent sell-off in some of our better known retail names is anything to go by. Continue…
by Roger Montgomery Posted in Consumer discretionary.
- save this article
- POSTED IN Consumer discretionary.
-
A disappointing exit price for BHP’s oil and gas assets
David Buckland
August 18, 2021
BHP is accelerating its retreat from fossil fuels with a deal to sell its global oil and gas assets to Australian energy giant Woodside Petroleum. The companies announced an all-stock merger of BHP’s entire petroleum division spanning Australia, the Americas and North Africa with Perth-based Woodside. Continue…
by David Buckland Posted in Companies, Editor's Pick, Energy / Resources.
- save this article
- POSTED IN Companies, Editor's Pick, Energy / Resources.
