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...
Federal Election 2019: a good outcome for the equity market By Andrew Tang 22 May 2019, 4:48 PM 2019 Federal election – no change and this is good news for markets Read more...
Equity Strategy: Sells, trims and non-preferred stocks By Tom Sartor 19 March 2019, 11:53 AM We flag stocks under our coverage that are either outright sells, looking expensive or are the least preferred in their sector. Read more...
Equity Strategy: Refundable franking credits and retirees By Tom Sartor 04 October 2018, 12:24 PM Labor's proposal to scrap cash refunds of surplus franking credits has created unwanted angst for affected retirees. Read more...
Equity strategy: Trim, switch or dissapoint candidates By Tom Sartor 07 June 2017, 9:25 AM We flag stocks that are either vulnerable to disappointment ahead of the August financial year results, trading ahead of fundamentals or where our preferences lie elsewhere. Read more...
Australia Strategy: Catalyst Inquirer By Andrew Tang 28 April 2016, 11:21 AM We nominate several key catalysts that we think will move the dial among many of our favoured exposures (including Telstra, Challenger, NextDC and IPH). Read more...
Video: Leveraging market themes By Tom Sartor 20 April 2016, 1:36 PM A dozen market themes and several ways to leverage each amid difficult markets; plus we look at the implications of a possible Brexit and the upcoming May Budget and Federal Election. Read more...