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What to expect from the upcoming bank results
Stuart Jackson
April 23, 2021
The major banks will release their results over the next couple of weeks. Having generally lagged the market over the last few years, the bank stocks have been relative winners in the last six months as fears around bad debts eased. Continue…
by Stuart Jackson Posted in Companies, Financial Services, Stocks We Like.
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Why we think NSR is an exceptional REIT
Gary Rollo
April 22, 2021
The real estate investment trust sector is not a traditional hunting ground for the Montgomery Small Companies Fund. REITs tend to be passive asset owners or rent collectors. So they’re not a natural fit for our philosophy of investing in talented management teams that can generate compounding wealth for our investors. But National Storage REIT (ASX:NSR) is an exception. Continue…
by Gary Rollo Posted in Companies, Editor's Pick, Stocks We Like.
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Polen Capital investing across the growth spectrum
David Buckland
April 21, 2021
In this week’s video insight David discusses the how in the six and one quarter years to 31 March 2021 the Polen Global Growth strategy has delivered annual average returns in Australian dollars exceeding 16 per cent, approximately five per cent better than the MSCI All Country World Index in Australian Dollars. David also shares how Polen Capital invests across the growth spectrum sharing some key portfolio holdings. Continue…
by David Buckland Posted in Polen Capital, Video Insights.
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Five key stocks in our Small Companies Fund
Roger Montgomery
April 20, 2021
The Montgomery Small Companies Fund is diversified across the spectrum of growth. It includes Stable Compounders, Tactical Opportunities, and Structural Winners. In this blog, I set out our key holdings in each of these categories. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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Where next for Telstra?
Tim Kelley
April 19, 2021
In June 2018, Telstra (ASX:TLS) announced its Telstra2022 strategy, aimed at simplifying its operations and product set and reducing its cost base. At the time, we thought that the strategy took Telstra in the right direction and represented a credible response to the issues faced, which included the progressive loss of its lucrative fixed line business to the National Broadband Network, and an inflated cost base, accumulated during its time as a government-owned monopoly service provider. Continue…
by Tim Kelley Posted in Companies, Stocks We Like.
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Could falling Chinese birth rates derail the infant formula recovery?
Joseph Kim
April 16, 2021
Over the past year, investors have fled the once-hot Infant Formula space – which includes firms like A2 Milk and Bubs – due to cyclical and structural headwinds, many of them COVID related. Given positive developments on vaccine and global travel, is it worth revisiting these companies given the rebound potential from the daigou trade? Before piling back into the sector, investors should note there is another major trend that could affect future returns: declining birth rates in China. Continue…
by Joseph Kim Posted in Companies.
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Three small caps we like
Gary Rollo
April 15, 2021
We have key themes that drive investment decisions in the Montgomery Small Companies Fund to find innovative companies with a competitive advantage. In this short video Dominic and I present case studies on three high conviction holdings to give you a sense of some of the opportunities in the portfolio. Continue…
by Gary Rollo Posted in Companies, Stocks We Like, Video Insights.
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EML strategically enters another growth vertical via the SG acquisition
Dominic Rose
April 14, 2021
EML Payments (ASX:EML) continues to diversify and grow. No longer just a gift-card company, it is evolving into a leading global FinTech enabler, providing end-to-end payment technology solutions for a diverse range of high-growth industry verticals. EML’s most recent move is the strategic acquisition of Sentenial Group (SG), which positions the company within the European Open Banking sector, an emerging structural growth market offering plenty of upside potential. Continue…
by Dominic Rose Posted in Companies, Stocks We Like.
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