I had the pleasure of joining Adam Keily on the ‘Equity Mates’ podcast, where we had a great discussion about ten noteworthy stocks that are currently catching my eye. These picks span across a variety of sectors, domestic and global and include both small caps and larger companies.
The companies I discuss include:
Read more here: Buy or Sell: Roger Montgomery – Nick Scali, Megaport, NovoNordisk & more
The Montgomery Small Companies Fund own shares in ARB Corporation, Macquarie Technology Group, Alliance Aviation Services, Megaport, Nick Scali and Telix Pharmaceuticals. The Montgomery Fund and the Montgomery [Private] Fund owns shares in Commonwealth Bank. The Polen Global Growth Fund owns shares in Adobe and Novo Nordisk. This article was prepared 22 May 2024 with the information we have today, and our view may change. It does not constitute formal advice or professional investment advice. If you wish to trade ARB Corporation, Macquarie Technology Group, Alliance Aviation Services, Megaport, Nick Scali, Telix Pharmaceuticals, Commonwealth Bank, Adobe or Novo Nordisk, you should seek financial advice.