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  • 2020 Click here to expand or collapse the 2020 posts
    • February (40) Click here to expand or collapse this months posts
      • Reporting Season Road Map: 28 February 2020
      • Rio Tinto: Serious effort to get green
      • Equity Strategy: The storm will pass and opportunities will rise
      • Woolworths: Sales momentum slows
      • Video: Fundamentals of investing
      • Technical Analysis: 27 February 2020
      • Reporting Season Road Map: 27 February 2020
      • SEEK: A riddle, wrapped in an enigma
      • Reporting Season Road Map: 26 February 2020
      • oOh!Media: Flying blind
      • OptiComm: Off to a great start
      • Reporting Season Road Map: 25 February 2020
      • Sydney Airport: Buying tickets in advance
      • Reporting Season Update: February 2020
      • Andrew Blattman on IPH's first half 2020 result
      • Reporting Season Road Map: 21 February 2020
      • Wesfarmers: Still some things to work on
      • Technical Analysis: 20 February 2020
      • Reporting Season Road Map: 20 February 2020
      • BHP Group: Stays conservative
      • Beach Energy: Valuation upside looking more attractive
      • Reporting Season Road Map: 18 February 2020
      • Baby Bunting Group: Still our all-rounder pick
      • Podcast: Why is US employment so strong?
      • AGL Energy: Sheltering from the headwinds
      • Telstra Corporation: Good result, outlook overruled by the judge
      • Reporting Season Road Map: 13 February 2020
      • Technical Analysis: 13 February 2020
      • Aurizon Holdings: Capital management vs low growth outlook
      • Suncorp Group: Improvement will take time
      • Sector Update: Telecommunications
      • Sector Update: Online Media
      • REA Group: Optimistic, with a caveat
      • Coles Group: The devil is in the detail
      • Retail: Stock take... weighing up current dynamics
      • Gold Sector: Q2-20 Overview
      • Podcast: Wuhan Coronavirus
      • Podcast: How the the Fed sees the future
      • Suncorp Group: Tough on multiple fronts
      • Technical Analysis: 7 February 2020
    • January (22) Click here to expand or collapse this months posts
      • Technical Analysis: 30 January 2020
      • Credit Corp: Consistency counts
      • Technical Analysis: 28 January 2020
      • Australian Strategy: Reporting Season Preview
      • Technical Analysis: 23 January 2020
      • BHP Group: May need to make up ground
      • What's in store for super in 2020
      • AP Eagers: Recognising ST earnings volatility
      • Super Retail Group: Bushfire impact quantified
      • Rio Tinto: Could be another div surprise
      • Woodside Petroleum: Good Q4, waiting on Browse
      • Commonwealth Bank: Spotlight on capital management
      • Financial Services – Overall: Mark-to-market and sector earnings changes
      • Beacon Lighting: Tempering forecasts
      • Sounth32: Sensitive to market's view on growth
      • Super Retail Group: Will bushfires crimp short-term earnings?
      • MoneyMe: An expanding horizon
      • Karoon Energy: Earnings power from day 1
      • Westpac Banking Corp: Still expecting no further capital raisings
      • isentia: Execution will create significant value
      • Aurizon Holdings: Update to add
      • Eight best large cap ideas in January
  • 2019 Click here to expand or collapse the 2019 posts
    • December (13) Click here to expand or collapse this months posts
      • Technical Analysis: 17 January 2020
      • Technical Analysis: 27 December 2019
      • Podcast: Startup Series, Clayton Howe, Founder and CEO of MoneyMe
      • Technical Analysis: 20 December 2019
      • Podcast: The US, China and Australia in 2020
      • Podcast: When peace breaks out in the China trade war.
      • Atomos: Adding to the IP
      • Technical Analysis: 13 December 2019
      • Podcast: The RBA path to quantitative easing
      • Technical Analysis: 12 December 2019
      • IRESS: Merger bonus
      • Woodside Petroleum: Plans on having its cake and eating it too
      • Zip Co: AGM and capital raising
    • November (24) Click here to expand or collapse this months posts
      • Technical Analysis: 29 November 2019
      • Telstra Corporation: Pedaling hard to catch the next cycle
      • Technical Analysis: 28 November 2019
      • Sector outlooks and preferred picks
      • Morgans Conversations: Dom Pym
      • Afterpay Touch: AUSTRAC final report
      • Technical Analysis: 22 November 2019
      • Retail Sector Update: November 2019
      • Technical Analysis: 21 November 2019
      • Podcast: A close look at the S&P 500
      • Telecommunications Sector Update: November 2019
      • Morgans Conversations: Alex Waislitz
      • Podcast: Why unconventional monetary policy is really conventional
      • Technical Analysis: 15 November 2019
      • Technical Analysis: 14 November 2019
      • Commonwealth Bank: Enough to please in trading update
      • Technical Analysis: 8 November 2019
      • Equity Strategy: Morgans International Strategy Update
      • Technical Analysis: 7 November 2019
      • Gold: Our top stock picks
      • Melbourne Cup Strategy 2019
      • Origin Energy: Energy markets performance will drag
      • Ten best large cap ideas in November
      • ANZ Banking Group: The partial franking Halloween spook
    • October (29) Click here to expand or collapse this months posts
      • Woolworths: Growth across the board
      • The S&P500 and the ASX 200: What are they worth?
      • Lovisa: Waking up to store rollout growth each day
      • Major Banks: Outlook better than results will suggest
      • ResMed Inc: 1Q beats – strong and balanced
      • Super Retail Group: Still early in the half
      • Podcast: China's economy changes shape
      • Sydney Airport: Regulatory pressures ease
      • Megaport Limited: Focused on MCR upgrades this quarter
      • Superloop: Three out of four ain't bad
      • Oil Search: Tackling new key hurdles
      • Bank of Queensland: Hamstrung
      • BHP Group: Iron ore could give better opportunity
      • 2019 Morgans Queensland Conference: Key picks and highlights
      • Technical Analysis: 18 October 2019
      • Rio Tinto: Tracking to plan
      • Santos: Makes another solid acquisition
      • ANZ Banking Group: Additional remediation changes
      • Bank of Queensland: Significant makeover coming up?
      • Podcast: A deep dive on stock market corrections
      • Transurban Group: Softer Australian traffic growth
      • Ten best large cap ideas in October
      • Technical Analysis: 11 October 2019
      • Podcast: Oil and where it is going
      • Podcast: One more Australian rate cut, then quantitative easing
      • Why the Fed is wrong
      • Technical Analysis: 10 October 2019
      • Technical Analysis: 4 September 2019
      • Technical Analysis: 3 October 2019
    • September (23) Click here to expand or collapse this months posts
      • Sector outlooks and preferred picks
      • How the US China trade war caused the bond bubble
      • Treasury Wine Estate: There is a lot more to come
      • Technical Analysis: 27 September 2019
      • Technical Analysis: 26 September 2019
      • Webjet: Thomas Cook finally loses the battle
      • OptiComm: The inter-net-work of the future
      • Technical Analysis: 20 September 2019
      • Technical Analysis: 19 September 2019
      • Podcast: The likely US response to Iran attacks
      • Australian Strategy: Sells, trims and non-preferred stocks
      • Our preferred oil sector exposures
      • Podcast: Initial response to the attack on Saudi oil refineries
      • Technical Analysis: 13 September 2019
      • Technical Analysis: 12 September 2019
      • Podcast: Paul Wilson, co-founder Bailador Technology Investments
      • Consumer Discretionary: Post FY19 reporting season stock take
      • Seven high conviction stocks to buy in September 2019
      • Technical Analysis: 6 September 2019
      • Technical Analysis: 5 September 2019
      • Telstra Corporation: NBN delays strike again
      • Reporting Season Review
      • Technical Analysis: 30 August 2019
    • August (30) Click here to expand or collapse this months posts
      • Reporting Season Road Map: 29 August 2019
      • Podcast: The new Trump/China tarrifs
      • Reporting Season Road Map: 28 August 2019
      • Reporting Season Road Map: 27 August 2019
      • Reporting Season Road Map: 26 August 2019
      • Reporting Season Road Map: 23 August 2019
      • Reporting Season Road Map: 22 August 2019
      • Podcast: Trump and the Fed
      • Reporting Season Road Map: 21 August 2019
      • Video: Reporting Season 2019 – Wagners, Adrian-Prendergast, Morgans Senior Analyst
      • Reporting Season Road Map: 20 August 2019
      • Technical Analysis: 19 August 2019
      • Reporting Season Road Map: 19 August 2019
      • Technical Analysis: 16 August 2019
      • Telstra Corporation: Pleased to be ringing in a new year
      • National Australia Bank: A comforting update thematically
      • REA Group: Stalled but hopeful
      • Commonwealth Bank: it's possible to over-love a bank
      • Suncorp Group: A better direction being painted
      • Transurban Group: taking the M5 to 100%
      • Technical Analysis: 9 August 2019
      • Reporting Season Preview: Telecommunications
      • Technical Analysis: 8 August 2019
      • Rocks and Stocks: Still value to be found in gold
      • Equity Strategy: Trump tariffs China
      • Five high conviction stocks in August 2019
      • Rio Tinto: Delivers special dividend
      • Coles Group - a lot happening at Coles
      • Woolworths - Looking to maintain momentum
      • Reporting season preview: Gaming and Professional Services
    • July (16) Click here to expand or collapse this months posts
      • Podcast: The US yield curve and the US recession
      • Podcast: The outlook for the USA, euro area, Japan and Australia
      • 2019 Noosa Conference Wrap
      • Insurance/Diversified Financials: Mark-to-market
      • Reporting season preview
      • Sydney Airport: Valuation support in a lower-for-longer world
      • BHP Group: Chance for a special dividend
      • Major Banks: Improving outlook trumps transitory imposts
      • Podcast: The Fed adopts an easing bias
      • Reece: Reece's Pieces
      • Podcast: Too early for the Fed to cut
      • Rio Tinto – Great shape justifies hefty price
      • Personal income tax cuts now law
      • Podcast: How many more cuts for the RBA?
      • Woolworths: Moving some pieces around
      • Rocks & Stocks: Junior Miners Buy when no one's shopping
    • June (20) Click here to expand or collapse this months posts
      • Podcast: OK, the US economy is slowing but will the Fed cut?
      • Bingo Industries: 2019 Investor Day
      • Collins Foods: Australia delivers the goods
      • Telstra Corporation: The margin buyer is calling back
      • CSL Ltd: Going direct in China
      • Australia Strategy: Sector outlooks and preferred picks
      • Podcast: After the RBA cuts rates to 75 basis points, what then?
      • Viva Energy Group: Headwinds still blowing
      • Why the Australian economy is better than GDP suggests
      • Technical Analysis: 20 June 2019
      • Senex Energy: Harvests cash from Roma North plant
      • Nanosonics: Strong share price move prompts a pause
      • Technical Analysis 19 June 2019
      • Data#3: Helping people with technology
      • Technical Analysis: 18 June 2019
      • Technical Analysis: 17 June 2019
      • Technical Analysis: 14 June 2019
      • Origin Energy: Default pricing is depressing energy markets
      • Technical Analysis: 10 June 2019
      • Five high conviction stocks in June
    • May (23) Click here to expand or collapse this months posts
      • OZ Minerals: Sharp correction looks overdone
      • Suncorp Group: Changes at the top
      • Technical Analysis: 27 May 2019
      • Podcast: Master of Ceremonies for RBA Governor Philip Lowe
      • End of financial year strategies
      • Federal Election 2019: a good outcome for the equity market
      • Video: Alex Waislitz, Thorney Technologies
      • The economics of the Federal election result
      • Technical Analysis: 20 May 2019
      • Superloop: Getting back to business
      • Technical Analysis: 17 May 2019
      • Kina Securities: Multiple angles driving growth
      • Fortescue Metals Group: Surprise dividend on cash flow windfall
      • Commonwealth Bank: Potential surplus capital under threat?
      • REA Group: Defying the odds
      • Technical Analysis: 10 May 2019
      • Podcast: RBA rate cut postponed
      • Westpac result shows stock is undervalued
      • Technical Analysis: 6 May 2019
      • Five high conviction stocks in May
      • Technical Analysis: 3 May 2019
      • Podcast: Room for the RBA to cut
      • Volpara Health Technologies: No surprises in the 4QFY19 result
    • April (19) Click here to expand or collapse this months posts
      • Technical Analysis: 29 April 2019
      • ResApp Health: Breathe Easy delivers
      • Podcast: Full Time jobs growth for the year to March 2019 was 3.0%
      • Why the Australian cash rate will not fall
      • Technical Analysis: 23 April 2019
      • Banks: Enough positives not priced in
      • Technical Analysis: 15 April 2019
      • Whitehaven Coal: Poised for a return of the momentum investor
      • Technical Analysis: 12 April 2019
      • Technical analysis: 11 April 2019
      • Podcast: The strange case of the Australian dollar
      • Jumbo Interactive: It keeps powering along
      • Technical Analysis: 8 April 2019
      • Technical Analysis: 5 April 2019
      • Federal Budget 2019
      • Five high conviction stocks in April
      • 2019 Federal Budget Review
      • Equity strategy: Sector outlooks and preferred picks
      • Technical Analysis: 1 April 2019
    • March (25) Click here to expand or collapse this months posts
      • Technical Analysis: 29 March 2019
      • Superloop – Hitting the reset button
      • Collins Foods: Value to be unlocked
      • REA Group: New listings at record lows
      • The objectives of the Federal Reserve
      • Technical Analysis: 25 March 2019
      • Wesfarmers: Bunnings continues to evolve
      • Technical Analysis: 22 March 2019
      • Podcast: Why the Fed now has a Symmetric Inflation target
      • oOhmedia: The great digitiser
      • Westpac Banking Corp: Exiting personal financial advice
      • Equity Strategy: Sells, trims and non-preferred stocks
      • Technical Analysis: 18 March 2019
      • Podcast: Per capita GDP recessions and other children's stories
      • Video: Retirement planning checklist
      • AusNet Services: Taking the pedal off the metal
      • LiveHire: US market entry
      • Sonic Healthcare: High Conviction Stock, March 2019
      • Startup Series: Nathan Walsh, Co-Founder of Athena Home Loans
      • Technical Analysis: 11 March 2019
      • Five high conviction stocks in March
      • Coles Group: Hotels offloaded
      • Australia Strategy: Reporting Season Review
      • Technical Analysis: 4 March 2019
      • Technical Analysis: 1 March 2019
    • February (28) Click here to expand or collapse this months posts
      • Reporting Season road map: 27 February 2019
      • QBE Insurance Group: 1H19 results
      • More wise words from the Oracle
      • Podcast: The Aussie dollar is cheap
      • Origin Energy: Gas lifts H1 profit
      • Reporting Season road map: 21 February 2019
      • Technical Analysis: 19 February 2019
      • Westpac Banking Corp
      • Podcast: Update on Oil prices
      • Reporting Season road map: 18 February 2019
      • Technical Analysis: 15 February 2019
      • Reporting Season road map: 15 February 2019
      • Technical Analysis: 14 February 2019
      • The major issues facing retirees
      • Aurizon Holdings: 1H19 result
      • Reporting season preview: Telecommunications
      • Reporting season preview: Healthcare
      • Technical Analysis: 11 February 2019
      • National Australia Bank
      • Technical Analysis: 8 February 2019
      • Reporting season preview: Gaming and Professional Services
      • Reporting season preview: Infrastructure & Utilities
      • Reporting season preview: Resources
      • Major banks: Royal Commission Final Report
      • Reporting season preview: Financial services
      • Reporting season preview: February 2019
      • Six high conviction stocks in February
      • Technical Analysis: 1 February 2019
    • January (27) Click here to expand or collapse this months posts
      • Technical Analysis: 2 August 2019
      • Consumer sector: Stocktake
      • Commonwealth Bank 1H19 result preview
      • Viva Energy Group
      • ResMed Inc 2Q mixed
      • Investment Diversification: The importance of asset allocation
      • Challenger Limited: 1H19 result
      • Technical Analysis: 24 January 2019
      • BHP Group: Big 2H expected
      • Implications of a potential change in government
      • Technical Analysis: 21 January 2019
      • Rio Tinto
      • Technical Analysis: 18 January 2019
      • Technical Analysis: 17 January 2019
      • How to determine your investment objectives
      • Technical Analysis: 13 January 2019
      • Startup Series: Gemma Lloyd, Co-Founder of WORK180
      • Treasury Wine Estates
      • Monash IVF
      • Technical Analysis: 11 January 2019
      • Technical Analysis: 10 January 2019
      • Magellan Financial Group: Solid FUM performance
      • Woodside Petroleum
      • Volpara Health Technologies
      • Technical Analysis: 7 January 2019
      • Technical Analysis: 4 January 2019
      • Technical Analysis: 3 January 2019
  • 2018 Click here to expand or collapse the 2018 posts
    • December (14) Click here to expand or collapse this months posts
      • Domain Holdings Australia
      • SpeedCast International
      • 2019 will be better than expected
      • Podcast: The Fed cuts the number of rate hikes
      • Retail sector update: December 2018
      • Podcast: Inflation and what The Fed can do about it
      • Technical Analysis 14 December 2018
      • Dissecting Total Super Balance
      • The Australian Housing Market
      • Telstra Corporation: Getting geed up for 5G
      • Technical Analysis: 7 December 2018
      • Five high conviction stocks in December
      • Technical Analysis: 3 December 2018
      • Aristocrat Leisure: Investing for the future
    • November (35) Click here to expand or collapse this months posts
      • Coronado Global Resources: A global met coal player of scale
      • Podcast: Why Iron Ore Is $US70 Per Tonne
      • Technical Analysis: 30 November 2018
      • Podcast: Why the ASX200 is worth 5920 points
      • Technical Analysis: 29 November 2018
      • Downsizing incentives for seniors
      • Technical Analysis: 26 November 2018
      • Podcast: Why the S&P500 can expect modest but solid gains
      • Coles Group: A fresh start
      • Technical Analysis: 23 November 2018
      • Technical Analysis: 22 November 2018
      • Orocobre: The site visit
      • Technical Analysis: Bull Market correction or Bear Market?
      • Volpara: Coming into stronger quarters
      • Technical Analysis: 19 November 2018
      • Podcast: Oil Market Fundamentals Still Strong
      • Technical Analysis: 16 November 2018
      • Technical Analysis: 15 November 2018
      • Podcast: Next year US unemployment will fall to 3.4%, the lowest level since 1968
      • NextDC: S2, AJD and AASB activity update
      • Woolworths: Petrol business finds another buyer
      • APA Group: Knocked out in the prelims
      • Podcast: Getting past midterm elections is good for US equities
      • Afterpay: Another period of good growth
      • Commonwealth Bank: Update supports good value thesis
      • ResMed Inc: Expands long-term care SaaS portfolio
      • Technical Analysis: 8 November 2018
      • Ten high conviction stocks in November
      • Technical Analysis: 7 November 2018
      • Melbourne Cup Strategy 2018
      • Technical Analysis: 5 November 2018
      • National Australia Bank: Comforting result
      • Technical Analysis: 2 November 2018
      • BHP Billiton: Announces buy-back and special dividend
      • Technical Analysis: 1 November 2018
    • October (36) Click here to expand or collapse this months posts
      • Volpara Health Technologies
      • ResMed Inc: 1Q beats – strong and balanced growth
      • Carsales.com: Steady as she goes
      • Technical Analysis: 29 October 2018
      • Nanosonics: Share price fall creates opportunity
      • Podcast: The Panic Into Quality
      • Technical Analysis: 26 October 2018
      • Technical Analysis: 25 October 2018
      • Cleanaway Waste Management: Don't waste this opportunity
      • Flight Centre Travel: Patience required but value is on offer
      • Atlas Arteria
      • Megaport: Starting the year with a strong Q1
      • OZ Minerals: Conviction thesis intact
      • Video: Banking sector update
      • PWR Holdings Limited
      • Aristocrat Leisure: Opportunity knocks
      • Centuria Metropolitian REIT: Adding scale
      • Technical Analysis: 22 October 2018
      • Podcast: Trump Is Unpopular – Compared To What?
      • Technical Analysis: 19 October 2018
      • BHP Billiton: Scalable upcycle
      • Rio Tinto: Strategy shifting gears
      • Technical Analysis: 18 October 2018
      • Technical Analysis: 15 October 2018
      • Podcast: How to tell between a bear market and a bull market correction
      • Technical Analysis: 12 October 2018
      • SEEK: On track
      • Technical Analysis: 11 October 2018
      • Baby Bunting Group: Time for a growth spurt
      • Technical analysis: 8 October 2018
      • Bank of Queensland: No growth on the horizon
      • Podcast: USMCA – The United States-Mexico-Canada Agreement
      • Equity Strategy: Refundable franking credits and retirees
      • Technical analysis: 4 October 2018
      • Nine High Conviction Stocks in October
      • Podcast: What the Fed changes and the Fed doesn't
    • September (18) Click here to expand or collapse this months posts
      • Westpac Banking Corp – Negativity still looking overdone
      • Technical Analysis: 28 September 2018
      • Podcast: Booming Chinese Steel Production
      • REA Group – Sailing through the slump
      • Podcast: The European Central Bank is ending Quantitative Easing
      • Technical analysis: 21 September 2018
      • Rio Tinto – Plugs proceeds into new buyback
      • Technical analysis: 20 September 2018
      • Technical analysis: 17 September 2018
      • Podcast: Three Unbelievable Things
      • Technical update: 14 September 2018
      • Technical update: 13 September 2018
      • Podcast: Why the people who caused the Financial Crisis never went to jail
      • Telstra Corporation: A net immaterial NBN tweak
      • Technical update: 10 September 2018
      • Nine high conviction stocks in September
      • Podcast: Why oil prices will get stronger
      • Technical update: 3 September 2018
    • August (38) Click here to expand or collapse this months posts
      • Bellamy's Australia: Short-term pain, long-term gain
      • Podcast: Why the S&P 500 is so strong
      • Reliance Worldwide: Still plenty in the pipeline
      • The Star Entertainment Group – Looking to leverage alliances in FY19
      • Viva Energy REIT – 1H focus on capital management
      • Smiles Inclusive – Set for growth
      • The A2 Milk Company – Strong performance across all metrics
      • Reporting Season Road Map: 24 August 2018
      • Reporting Season Results: BHP, Oil Search, Senex Energy
      • Beacon Lighting – Solid growth still on offer
      • Jumbo Interactive – Jumbo numbers result in Jumbo upgrades
      • Technical update: 20 August 2018
      • Super-sizing your SMSF
      • Podcast: The US dollar is far too high
      • Technical update: 17 August 2018
      • Telstra Corporation – No bad news is good news
      • Reporting Season Road Map: 17 August 2018
      • Reporting Season Road Map: 16 August 2018
      • Bellamy's Australia: Favourable risk/reward emerges
      • Podcast: Trump vs China
      • Reporting Season Road Map: 15 August 2018
      • Reporting Season Road Map: 14 August 2018
      • People Infrastructure (PPE): Latest acquisition
      • Reporting Season Road Map: 13 August 2018
      • Podcast: The S&P500 and the ASX200
      • Technical update: 13 August 2018
      • REA Group – Depth popularity rising
      • Technical update: 10 August 2018
      • Magellan Financial Group – increases its dividend payout policy
      • Orora – Balance sheet strength remains the key
      • ResMed Inc – 4Q inline
      • Eight high conviction stocks in August
      • Media - Online - FY18 results preview
      • Video: Orocobre Company Update
      • Evolution Mining: The quarterly – and since
      • Senex Energy – Finalises debt and scales up reserves
      • ImpediMed – Waiting for the data
      • Credit Corp – a strong FY18 result
    • July (11) Click here to expand or collapse this months posts
      • Corporate Travel Management – Runway cleared for future growth
      • Top stock picks from Noosa Mining Conference 2018
      • Atlas Arteria – Strong traffic growth on the APRR continues
      • The A2 Milk Company – Building a sustainable growth company
      • LiveHire – New agenda for growth
      • IPH Limited – Bouncing back
      • Podcast: A seasonal fall in oil prices
      • Five high conviction stocks in July
      • Ebos Group – A big fish landed
      • Podcast: Low wages and sagging house prices
      • Video: Dr Ralph Highnam, Volpara Health Technologies (VHT)
    • June (9) Click here to expand or collapse this months posts
      • Is the US Yield Curve signaling a future recession?
      • Podcast: Why the Euro is near its low
      • Ramsay Health Care
      • Senex Energy – one of our preferred sector exposures
      • Telstra Corporation – Investor Day
      • Technical update 19 June 2018
      • Making the most of uncertainty
      • Podcast: Fed says it is four rate hikes not three
      • Technical update: 12 June 2018

All posts by Scott Murdoch

Scott Murdoch
Analyst
Sectors Covered: Contractors/Developers, Consumer, Diversified Financials
View author's profile

Suncorp remains a key pick

By Scott Murdoch

12 September 2013, 10:00 AM

Set to deliver yield and growth.

Read more...
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