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Despite the lockdowns, JB Hi-Fi continues to show the strength of its brand
Roger Montgomery
November 1, 2021
The past few months have been tough for most retailers so it was heartening to see JB Hi-Fi’s first quarter 2022 sales results. Despite having to shut over half its stores during the period, the electronics and white goods retailer only reported a small drop in year-on-year sales. With the economy – and stores – opening up again, the numbers point to another strong year. Continue…
by Roger Montgomery Posted in Companies, Consumer discretionary.
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Two businesses to put in your Christmas stocking
Roger Montgomery
October 29, 2021
At the Montgomery Small Companies Fund, our small caps team’s approach is to invest in businesses that benefit from supportive underlying themes. Two themes we like right now are what we call Stable Compounders and Structural Winners. And we have two preferred stocks – one in each theme – that we think will provide solid long-term returns. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Market commentary, Stocks We Like.
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Three things we’ve learnt from AGM season
Roger Montgomery
October 28, 2021
With annual general meeting (AGM) season underway, we’re starting to see some interesting trends. One is that, overall, results have been better than expected. Another is that, in Australia, margins are coming under pressure as inflation starts to bite. And a third is that the retail sector is experiencing a subdued start to FY22 – perhaps because many of us satiated our shopping urges during the COVID-19 lockdowns. Continue…
by Roger Montgomery Posted in Companies, Consumer discretionary, Stocks We Like.
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Profiting from small brands with big reach
Roger Montgomery
October 28, 2021
Packed the car and readying to take a re-opening road trip? Enjoyed a responsible G&T during lockdown? If you have, you may be familiar with some of the brands I am about to discuss. What you may not know is that these businesses, whose products you may already be using, are listed global small caps. You may also like to hear they’re owned in the Polen Capital Global Small and Mid Cap Fund. Continue…
by Roger Montgomery Posted in Companies, Polen Capital, Stocks We Like.
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Did JobKeeper waste $40bn of public money?
Andreas Lundberg
October 27, 2021
Australia’s Department of the Treasury has just released a report into the JobKeeper Payment scheme. It shows that vast sums of money were transferred from taxpayers to companies that – in hindsight – should not have qualified for assistance. This includes almost $14 billion to businesses whose turnover increased during the lockdowns. This mis-use of taxpayer money leaves me with three big questions. Continue…
by Andreas Lundberg Posted in Market commentary.
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Why Westpac is the biggest holding in The Montgomery Fund
Stuart Jackson
October 26, 2021
In a recent webinar to discuss the August reporting season, I was asked to provide thoughts on questions about the bank stocks. In my third post, I am covering: Why is Westpac the biggest holding in the Montgomery Fund. Why do you like it, more than anything else? Continue…
by Stuart Jackson Posted in Companies, Editor's Pick, Financial Services, Stocks We Like.
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Buy Hold Sell: 5 small caps with big dividends
Roger Montgomery
October 25, 2021
In this episode of Livewire’s Buy Hold Sell Roger joined James Marlay and Simon Conn to discuss three small cap stocks that boast impressive dividends. While large caps usually get all the attention from dividend seekers, small caps often punch above their weight and here we share small cap stocks with sustainable dividends. These three stocks have paid out an average 6.2 per cent yield (including franking credits) over the last 12 months.
by Roger Montgomery Posted in On the Internet, TV Appearances.
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Better simpler strategy – how Etsy has survived and thrived
David Buckland
October 25, 2021
In this blog, Professor Felix Oberholzer-Gee from the Harvard Business School, helps to explain how Etsy has survived and thrived from the potential Amazon onslaught. Continue…
by David Buckland Posted in Companies, Polen Capital, Stocks We Like.
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