Search Results for: thorn group
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Why IDP Education ticks all our boxes
Dominic Rose
October 16, 2019
IDP Education (ASX: IEL) places international students into Australia and other key English speaking destinations, while also administering English language proficiency tests. With defensive earnings, a long runway for growth and strong industry tailwinds, we think there’s plenty to like about this Australian-based global business. Continue…
by Dominic Rose Posted in Companies, Stocks We Like.
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Why EML is a core holding in our Small Companies Fund
Dominic Rose
October 4, 2019
We recently launched the Montgomery Small Companies Fund. This new fund has invested in some truly dynamic businesses that we believe will deliver superior returns over the coming years. One of those is EML Payments (ASX: EML). Continue…
by Dominic Rose Posted in Companies, Editor's Pick, Stocks We Like.
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Mortgage credit growth bounces back
Stuart Jackson
September 18, 2019
Last month, REA Group chief executive Owen Wilson claimed that “the buyers are definitely back”. And recent data seem to back him up. House prices are rebounding, auction clearance rates are up, and mortgage credit growth has turned a corner. Continue…
by Stuart Jackson Posted in Companies, Property.
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Anatomy of the Australian Small Cap Market – a focus on Growth
David Buckland
September 18, 2019
In reference to Monday’s blog Gary Rollo, Portfolio Manager for the Montgomery Small Companies Fund, makes some very interesting points regarding the anatomy of the Australian small cap market with respect to the “Growth” sector. Continue…
by David Buckland Posted in Investing Education, Market commentary.
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The Anatomy of the Australian Small Cap Market
Gary Rollo
September 16, 2019
We like small companies with strong growth potential, especially if they are relatively undiscovered. In this article, we share the four segments we use to classify the small-cap universe. Continue…
by Gary Rollo Posted in Investing Education, Market commentary.
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Three reasons why we have held Reliance through recent price volatility
Joseph Kim
September 13, 2019
Reliance Worldwide (ASX:RWC) has been a recent introduction to the portfolio. The company sells innovative and simple plumbing fixtures to enhance productivity and efficiency for end users. Reliance’s core product is the “Push-to-Connect” (PTC) fitting to connect two ends of a pipe, marketed under the Sharkbite brand. Continue…
by Joseph Kim Posted in Companies, Stocks We Like.
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Five key themes for small-cap investors
Dominic Rose
September 11, 2019
The smaller end of the stock market delivered a mixed bag during the recent reporting season. But if you sift through the company reports, you’ll find five themes common to those that provided positive reports and/or outlook statements. These are the companies to put on your watchlist. Continue…
by Dominic Rose Posted in Companies, Stocks We Like.
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What does life cycle investing mean?
Dominic Rose
September 2, 2019
The small-cap universe (outside the ASX100) is vast and varied, comprising around 2,000 companies operating across a broad array of industries and ranging in size from just a few million dollars in market value to multiple billions. How do we profit from companies as they grow? Continue…
by Dominic Rose Posted in Investing Education.
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How is Healius tracking?
Tim Kelley
September 2, 2019
Healius Limited (ASX:HLS) (formerly Primary Health Care) operates a suite of health care businesses including pathology, medical centres, diagnostic imaging and day hospitals. These are businesses that should enjoy reliable long-term growth in demand, and Healius generally has good market positions in the markets it operates in. It sounds like it should be a recipe for nicely compounding returns over an extended period of time, right? Continue…
by Tim Kelley Posted in Companies, Stocks We Like.
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Reasons to be cheerful as more firms announce strong results
Roger Montgomery
August 30, 2019
AP Eagers, Prospa and Appen have all delivered strong earnings reports and upbeat outlook statements, which should cheer many investors. The update from supermarket giant, Woolworths, was also far from shabby. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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A look at companies exposed to tailwinds
Gary Rollo
August 29, 2019
With reporting season sprinting to the end, on a fundamental level it is not all doom and gloom, there are winners (and losers). We notice a clear winner in companies with direct consumer exposure. What are our observations on the cyclical winners and those companies with structural growth tailwinds?
Continue…by Gary Rollo Posted in Companies.
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Roger that – Flight Centre delivers again!
Roger Montgomery
August 28, 2019
Many have doubted Flight Centre’s ability to thrive in an online world. But its clicks-and-bricks strategy looks to be succeeding, as does the goal of expanding its global footprint. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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More highlights from reporting season
Joseph Kim
August 22, 2019
Reporting season has offered up the usual mixed bag of results and outlook statements from Australia’s listed companies. The management insights from Jumbo Interactive, Domain, Breville and Magellan are particularly interesting. Continue…
by Joseph Kim Posted in Companies.
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Introducing The Montgomery Small Companies Fund
Roger Montgomery
August 20, 2019
We are delighted to welcome respected fund managers Gary Rollo and Dominic Rose to the Montgomery team as we launch our first small companies fund. Continue…
by Roger Montgomery Posted in Editor's Pick, Montgomery News and Updates.
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Super Retail Group continues to shine
Andreas Lundberg
August 19, 2019
Super Retail Group is one of the few Aussie bricks-and-mortar retailers to successfully navigate the online era and thrive. Their new chief executive says he’s confident of growing profits this year despite a $9 million hit from higher wage costs. Continue…
by Andreas Lundberg Posted in Companies.
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REA Group says “The buyers are back”
Roger Montgomery
August 14, 2019
Is that all there is to a housing slump? Well, yes, according to REA Group, which recently reported a decent set of numbers for the year, and expects a significantly better residential listings market in the months ahead. Continue…
by Roger Montgomery Posted in Companies.
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What did JB Hi-Fi, REA Group and James Hardie have in common coming into reporting season?
Joseph Kim
August 13, 2019
Reporting season is now underway and there have already been a few notable share price moves – JB Hi-Fi (ASX:JBH), REA Group (ASX:REA) and James Hardie (ASX:JHX) leading the way for some larger companies. Continue…
by Joseph Kim Posted in Companies.
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Reporting season takes off…
Roger Montgomery
August 8, 2019
What a week! The start of reporting season, and a return of Trump and Xi-inspired market volatility. Which suits us just fine. Because, with plenty of cash, we’re ready to invest in good quality businesses that may become cheaper if the market turns down. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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Super Retail a broad brand sporting plenty of resilience
Roger Montgomery
August 7, 2019
In this article for the Herald Sun Roger takes a look at one retail company that isn’t doing it tough – Super Retail Group. It has managed to achieve solid profit growth this year despite tough retail conditions. Read here.
by Roger Montgomery Posted in In the Press.
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Keep an eye on firms exposed to residential building
Roger Montgomery
August 6, 2019
With the market on a tear, bargains are hard to come by. But patient investors might soon find some joy in businesses exposed to the residential construction sector – potentially firms like Bingo and Nick Scali – whose share prices could come off as construction activity softens. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Property.
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