Archive: September, 2019

September 30, 2019

Minetec could be a game-changer for Codan

Codan (ASX: CDA) is a manufacturer and supplier of communications, metal detection, and mining technology.  One of its businesses is called Minetec.  It’s a location tracking system that promises to add value to underground mining operations around the world, and has already been adopted by the likes of Newmont and BHP.
September 27, 2019

Can high profit margins hurt?

Much has been written about Kraft Heinz (NASDAQ: KHC): a business which names Warren Buffett’s Berkshire Hathaway as its largest shareholder and one with a stock price that has declined by around 70 percent over the last two years.
September 17, 2019

The global tech stocks that are worth buying

By Roger Montgomery

When it comes to investing in global technology stocks, it pays to do your homework. Because there are some major differences between the big brands that dominate the space. Take Google, Facebook and Uber, for example. Exclusive Content This is exclusive content to subscribers on rogermontgomery. com. View the full article via your subscription or sign up for access.
September 16, 2019

The anatomy of the Australian Small Cap market

By Gary Rollo

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. The Montgomery Small Companies Fund has the Australian Small Ordinaries Accumulation Index as its benchmark, and currently this represents companies ranked 101 to 295 in S&P’s index size ranking system.
September 13, 2019

Three reasons why we have held Reliance through recent price volatility

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.
September 11, 2019

Five key themes for small-cap investors

By Dominic Rose

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.
September 2, 2019

How is Healius tracking?

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.


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