Further to my recent article on Emerging Markets, one company which seems to be beating Google at its own game is the Russian search engine, Yandex. Capitalised at US$24 billion, many believe Yandex is the best run, most innovative platform companies in the Emerging Markets universe. Continue…

by David Buckland Posted in Companies, Editor's Pick, Emerging Markets.

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Metal and Gold Detecting company Codan (ASX:CDA) is a top ten position in The Montgomery [Private] Fund and just outside the top ten in The Montgomery Fund. It has been a holding for several years after being picked by Andreas Lundberg and purchased between $2.86 and $3.35. Last week’s half-year report again exceeded expectations while re-confirming its status as a high-quality company. Continue…

by Roger Montgomery Posted in Companies, Stocks We Like.

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In this podcast for Netwealth Roger discusses the outlook for the Australian and global economy, the potential of residential property and best places to invest across Australian asset classes.

by Roger Montgomery Posted in Editor's Pick, Podcast Channel.

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by Roger Montgomery's Team Posted in Old Content.

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by Roger Montgomery's Team Posted in Old Content.

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The Commonwealth Bank (ASX:CBA) released its results for the six months to December 2020. The numbers were generally better than expected across most lines resulting in a better earnings result than consensus sell side forecasts. Continue…

by Stuart Jackson Posted in Companies, Financial Services.

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On Monday, Dominos Pizza (ASX:DMP) was the latest Australian company to join the $100 share price club, joining the likes of luminaries such as healthcare leaders CSL and Cochlear, financial powerhouse Macquarie Group, mining giant Rio Tinto and tech leaders Afterpay, Xero and REA Group. Continue…

by Joseph Kim Posted in Companies.

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In this week’s video insight Tim discusses the investment appeal of long-term compound growth and shares a company that we think has outstanding growth potential and is trading at a level that may not fully reflect its potential. The company is ASX-listed Megaport, which is a world leader in an emerging growth industry – Networking as a Service. Continue…

by Tim Kelley Posted in Companies, Editor's Pick, Stocks We Like, Video Insights.

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