By Nick Harris
07 January 2020, 4:34 PM
isentia (ASX:ISD) is the dominant Australian media intelligence and insights solutions
provider in ANZ and the largest provider in a fragmented Asian market.
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By Nathan Lead
07 January 2020, 3:42 PM
We take advantage of recent share price weakness (down 14% since September)
to upgrade to ADD. Total 12 month potential return at current prices is ~15%. Key attractions include the aggressively pursued buyback currently underway,
forecast ~5.2% yield (~70% franked), and relatively predictable (albeit low growth)
earnings that should have a relatively low correlation to the domestic economy.
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By
07 February 2020, 12:00 AM
Gold Road Resources (GOR), SomnoMed (SOM), HRL Holdings (HRL), IRESS (IRE) and WiseTech Global (WTC).
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By Andrew Tang
06 January 2020, 2:20 PM
Our best ideas are those that we think offer the highest risk-adjusted returns over a 12-month timeframe supported by a higher-than-average level of confidence. They are our most preferred sector exposures.
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