I joined Ausbiz to discuss the market’s strong reactions to earnings surprises this reporting season, the competitive advantages driving companies like the Commonwealth Bank of Australia ahead of ...
More than a third of Australia’s market cap has reported and the initial picture is encouraging. So far, companies delivering ...
From the first days of this blog, back in 2009/10, we have been writing about ARB Corporation (ASX:ARB), classifying it as ...
Held in the portfolio of the Montgomery Small Companies Fund, the investment and superannuation platform provider HUB24 ...
Last year, the stars were aligned for gains in equities. In 2023, we alerted investors to three key ingredients pointing in ...
CSL (ASX:CSL) has posted its half-year results, delivering results that are best described as mixed. At the headline level, ...
The largest position in The Montgomery Fund portfolio, at almost eight per cent of the portfolio, is the Commonwealth Bank of Australia (ASX:CBA), purchased back when the price was below $78. This ...
The largest position in The Montgomery Fund’s portfolio, at almost eight per cent of the portfolio, is the Commonwealth Bank of Australia (ASX:CBA), purchased back when the price was below $78 per ...
Breville Group (ASX:BRG) is a high-quality company, profitably held in the Montgomery Small Companies Fund. Breville released its half-year earnings this week – and the numbers point to a robust ...
Nick Scali Limited (ASX:NCK), a holding in the Montgomery Small Companies Fund has released its half-year 2025 (1H25) results ...