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All posts by Tom Sartor

Senior Analyst

Sectors Covered: Junior (Emerging) Resources, Bulk Materials

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Australian Strategy: Sells, trims and non-preferred stocks

By Tom Sartor

17 September 2019, 10:00 AM

We flag stocks that are either outright sells, looking expensive, or are least preferred in their sector.

Rocks & Stocks: Junior Miners Buy when no one's shopping

By Tom Sartor

02 July 2019, 3:14 PM

Market interest in the Juniors is depressed despite the fact the large miners – and their shareholders – are reaping the cash flow rewards of a production boom.

Australia Strategy: Sector outlooks and preferred picks

By Tom Sartor

24 June 2019, 10:54 AM

Highlighting four standout opportunities over a 12 month period

OZ Minerals: Sharp correction looks overdone

By Tom Sartor

31 May 2019, 9:00 AM

+20% discount to valuation is a Buy trigger

Whitehaven Coal: Poised for a return of the momentum investor

By Tom Sartor

15 April 2019, 8:00 AM

We think the market is discounting pricing risk excessively, and that now is a smart time to accumulate.

Equity strategy: Sector outlooks and preferred picks

By Tom Sartor

02 April 2019, 1:20 PM

Australian shares sit close to their 2018 highs, but valuations look a little stretched versus tepid profit growth. We see the most compelling opportunities among the major banks, healthcare, energy and telcos.