Technical Analysis: 19 September 2019 By Violeta Todorova 19 September 2019, 12:16 PM The A2 Milk Company, Orica, Blackmores, Bank of Queensland, Bendigo and Adelaide Bank. Read more...
Podcast: The likely US response to Iran attacks By Michael Knox 18 September 2019, 2:55 PM I discuss the likelihood of US intervention considering the latest attacks on Saudi oil refineries. Read more...
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. Read more...
Our preferred oil sector exposures By Adrian Prendergast 17 September 2019, 12:00 AM We reveal our preferred oil sector stock picks following the Saudi oil refinery attack which sparked a +19 surge in oil prices. Read more...
Podcast: Initial response to the attack on Saudi oil refineries By Michael Knox 16 September 2019, 11:25 AM The distance between Yemen and eastern Saudi Arabia suggests that an attack by Yemeni rebels is implausible. Read more...
Technical Analysis: 13 September 2019 By Violeta Todorova 13 September 2019, 12:16 PM Coles Group, Incitec Pivot, LendLease Group, Aurizon Holdings. Read more...
Technical Analysis: 12 September 2019 By Violeta Todorova 12 September 2019, 2:24 PM Newcrest Mining, Sydney Airport, Australian Securities Exchange, Mirvac Group, Unibail-Rodamco-Westfield. Read more...
Podcast: Paul Wilson, co-founder Bailador Technology Investments By Chris Titley 12 September 2019, 12:25 PM Paul is the Co-Founder and Managing Partner of Bailador Technology Investments [ASX:BTI], a listed venture capital fund targeting expansion-stage investments. Paul discusses Bailador's investment portfolio and outlines what his team looks for when investing in emerging technology companies. Read more...
Consumer Discretionary: Post FY19 reporting season stock take By Josephine (Jo) Little 10 September 2019, 5:11 PM On balance, retail results were better than expected while outlook commentary/tone was also more upbeat. Our key picks include: APE, BBN, BLX, LOV and NBL. Read more...
Seven high conviction stocks to buy in September 2019 By Andrew Tang 06 September 2019, 2:47 PM We add Woodside and Cleanaway this month and remove Australian Finance Group. Read more...