Two new additions to our high conviction stocks By Josephine (Jo) Little 10 October 2013, 2:04 PM Ardent Leisure and Harvey Norman Read more...
Flight Centre profit downgrade By Belinda Moore 18 December 2014, 12:00 AM New guidance range implies 4-9% downgrade Read more...
Retail sector - consumer caution By Josephine (Jo) Little 10 December 2014, 3:13 PM We are cautious on the retail sector at least in the short-term Read more...
Pressure mounting for Aus supermarkets By Josephine (Jo) Little 20 November 2014, 11:22 AM Threat of PE contraction is rising... and quickly Read more...
Corporate Travel Management trading update By Belinda Moore 30 October 2014, 11:27 AM Positive tailwinds Read more...
Domino's Pizza - FY15 guidance upgraded By Josephine (Jo) Little 29 October 2014, 11:09 AM DMP keeps getting better Read more...
Super Retail Group - Another earnings re-set By Josephine (Jo) Little 23 October 2014, 9:13 AM Another earnings reset is less than ideal, but already captured by recent share price weakness in our view Read more...
Jamie Pherous, Corporate Travel By Belinda Moore 09 October 2014, 11:48 AM A brief interview with Jamie about CTD's strategy, recent acquisitions and the company's FY15 performance Read more...
Retail Sales for August By Josephine (Jo) Little 02 October 2014, 10:43 AM Consumer spending remains patchy with housing related categories continuing to shine Read more...
Consumer Discretionary Sector review By Josephine (Jo) Little 03 September 2014, 10:28 AM Our key picks post reporting season Read more...