Jumbo Interactive: It keeps powering along By James Lawrence 08 April 2019, 8:21 AM Following significant earnings changes we increase our share price target Read more...
Wesfarmers: Bunnings continues to evolve By Alex Lu 22 March 2019, 1:58 PM Bunnings' management presentation highlighted the changing consumer environment and the growth opportunities for the business Read more...
Reporting season preview: Gaming and Professional Services By James Lawrence 07 February 2019, 1:15 PM I discuss the Gaming and Professional Services sector and highlight my key stock picks ahead of 1H19 reporting season. Read more...
Consumer sector: Stocktake By Josephine (Jo) Little 31 January 2019, 2:30 PM 1H19 reporting season preview Read more...
Retail sector update: December 2018 By Josephine (Jo) Little 18 December 2018, 12:00 PM Retail stocktake – feels tougher than usual Read more...
Aristocrat Leisure: Investing for the future By James Lawrence 03 December 2018, 8:06 AM Still plenty to like as Aristocrat retains its dominant market position in the Americas and Australia/New Zealand Read more...
Flight Centre Travel: Patience required but value is on offer By Belinda Moore 24 October 2018, 12:41 PM We upgrade our recommendation to Add Read more...
Aristocrat Leisure: Opportunity knocks By James Lawrence 22 October 2018, 11:07 AM The recent pull-back in high PE stocks (and the gaming sector) has created an excellent buying opportunity for investors Read more...
The Star Entertainment Group – Looking to leverage alliances in FY19 By James Lawrence 27 August 2018, 12:47 PM SGR's FY18 result was ahead of market expectations. Read more...
Jumbo Interactive – Jumbo numbers result in Jumbo upgrades By James Lawrence 20 August 2018, 1:22 PM We expect to see further significant margin expansion Read more...