I discussed the Infrastructure & Utilities sectors with the Morgans network ahead of reporting season, including my key stock picks leading into the results.

I discussed the Resources sector with the Morgans network ahead of reporting season, outlining my stock recommendations in the sector.

At first glance, we do not find any of the recommendations relating to the major banks to be overly concerning.

Entering the reporting season our Insurance/Diversified Financials Add calls (in order of preference) are Link Administration Holdings (LNK), Suncorp Group (SUN), QBE Insurance (QBE), and NIB Holdings (NHF). 

Low expectations could be a blessing in disguise

Our high conviction ASX100 stock picks this month

Bellamy's Australia, Charter Hall Group, Dexus and Inghams

1H19 reporting season preview

We will be looking for 1H19 cash earnings of $4,919m when CBA reports its result on the 6th of February. We expect an interim dividend of $2.01 per share fully franked to be declared.

Supply glut still being digested