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  • 2022 Click here to expand or collapse the 2022 posts
    • August (37) Click here to expand or collapse this months posts
      • Pro Medicus: Expensive for a reason
      • Santos: Alaska sanctioned while Dorado hits pause
      • CSL Ltd: Poised for growth
      • Corporate Travel Management: Likely the 1st travel company globally to pay a dividend
      • Brambles: Momentum expected to continue in FY23
      • Super Retail Group: FY22 earnings - Is it a bird? Is it a plane?
      • Best calls to action – Thursday, 18 August
      • Reporting Season, August 2022: Scorecard (Early Days)
      • Challenger Financial Services: Not as clean as hoped
      • Seek: Dialled up the volume in FY22
      • BHP Group: Pushes its advantage
      • Best calls to action – Wednesday, 17 August
      • Carsales.com: Offshore set to assist growth into FY23
      • GWA Group: Stronger for how much longer?
      • JB Hi-Fi: FY22 Earnings - Quality Street
      • Baby Bunting Group: FY22 Earnings - Baby, it’s cold outside
      • Insurance Australia Group: Hopefully through the worst
      • ResMed: 4Q solid; underlying demand remains "incredible"
      • Best calls to action – Monday, 15 August
      • QBE Insurance Group: Lots of noise, but ok underneath
      • Telstra Corporation: Going out on a high
      • GQG Partners: Having energy helps performance
      • Why the S&P 500 is worth 4000 points
      • GrainCorp: FY22 as good as it gets?
      • Computershare: Softer than the headline beat suggested
      • REA Group: Yield expected to drive growth in FY23
      • Megaport Limited: 6x LTV to CAC shows growth investment creates value
      • Aurizon Holdings: FY22 and One Rail done…next key event is ECR sale
      • BHP Group: Shows it’s still on strategy
      • Suncorp Group: Capital light
      • OZ Minerals: Coveted future facing potential
      • GARDA Property Group: Activated
      • Pinnacle Investment Management: Growing despite the market backdrop
      • RBA Says Inflation Falls in 2023
      • Credit Corp: Divisional balancing act
      • Origin Energy: Regulator looms over strong APLNG performance
      • Infrastructure: Updating forward interest and inflation rates
    • July (33) Click here to expand or collapse this months posts
      • Morgans Best Ideas: August 2022
      • Fortescue Metals Group: Flexes big volumes
      • Australian Retail Sales: June 2022 - Another record high
      • FED Rate Hikes Hard, But Still No Recession
      • Rio Tinto: Have the good times ended?
      • Camplify Holdings: A solid quarter to set up growth into FY23
      • South32: Reasonable Q4 in tough environment
      • Flight Centre Travel: Breakeven in the 2H22
      • Newcrest Mining: Bumper Q4 sees NCM reach gold guidance
      • Woodside Energy: Caps off solid first half
      • Allkem: 4Q points the way to strong FY23
      • HUB24: Still scaling despite market impacts
      • Atlas Arteria: Traffic rebounds while awaiting the takeover bid
      • BHP Group: Growing conviction on weakness
      • Why the RBA will lift rates to 3.5%
      • JB Hi-Fi: Updating estimates after strong FY22 earnings release
      • Rio Tinto: Uncertainty creates better entry
      • Jumbo Interactive: Updating estimates after FY22 preliminary results
      • Reporting Season Playbook: July/August 2022
      • Strong US Employment will lead to a July Rate Hike
      • Oil & Gas: Fracs & WACCs
      • Financial Services: Fund managers - June 2022 mark to market
      • Retail: FY22 Reporting Season Preview
      • Insurance / Diversified Financials: Sector earnings changes
      • Power: Now is the winter of our discontent
      • Travel & Leisure - Overall: On the road to recovery but it will still take time
      • Auto & Parts: CY22 YTD - New car sales update
      • RBA Rapid Fire Rate Hikes
      • Gaming: FY22 Reporting Season Preview
      • Australia Strategy: Asset Allocation Update – Q3 2022
      • Winter 2022: Equity sector strategies
      • Morgans Best Ideas: July 2022
      • Xero: Accounting on long-term value creation
    • June (26) Click here to expand or collapse this months posts
      • Australian Retail Sales: May 2022 - Vertigo
      • The US recession that isn't there
      • Carsales.com: Trusting the process
      • Collins Foods: FY22 result was a zinger
      • TPG Telecom Ltd: Investor Day
      • Superannuation Changes from 1 July 2022
      • Stanmore Resources: Dramatic over-reaction
      • Blackmores: Revising forecasts for 2H22 headwinds
      • Why the ASX 200 is worth 7100 points
      • NEXTDC: Energy price rises are not that material
      • Healthcare: Overall Micro to mid-cap catalyst table (2Q CY22)
      • ResMed Inc: Expands SaaS footprint into the EU
      • The FED Shock Rate Hike
      • AGL Energy: Pressure mounting but tailwinds are strong
      • Why The RBA Cash Rate Must Rise
      • Jumbo Interactive: JIN and Tonic - Takeaways from Investor Forum
      • Camplify Holdings: Bookings growth highlights broader momentum
      • Atlas Arteria: Another infra player gets a (likely) bid
      • Financial Services: Fund managers - MTM update
      • RBA lifts interest rates by 50bps – cash rate up to 0.85%
      • Domino's Pizza: Big in Japan - Takeaways from Asia Investor Tour
      • Wesfarmers: Focusing on data, digital and value
      • Morgans Best Ideas: June 2022
      • Australia Strategy: Global leaders update - 1Q US reporting themes
      • Power: Right now, it’s all about that base
      • How to see a US Recession?
    • May (36) Click here to expand or collapse this months posts
      • Woodside Energy: Deal greatly enhances fundamentals
      • Investment strategies for end-of-year planning
      • Eagers Automotive: Restricted supply smoothing the cycle
      • Australian Retail Sales: April 2022 - No points for second place
      • BHP Group: Rebasing expectations post demerger
      • Nanosonics: Transition to direct sales model going well
      • Federal Elections and Stockmarkets
      • Challenger Financial Svcs: Investor day - plotting a new course
      • Incitec Pivot: Unlocking further value?
      • Healius: Strategy day - the evolution continues
      • Elders: Still in the upgrade cycle
      • Federal Election 2022: Change of government, first impressions
      • Webjet: Big northern hemisphere summer
      • Aristocrat Leisure: 1H22 earnings well above expectations
      • Stanmore Resources: Transformational met coal leverage
      • The US Economy's "Soft Landing?"
      • Managing capital gains
      • Watch the RBA Copy the FED
      • Equity market sensitivity to rising interest rates
      • Webjet: We’re all going on a summer holiday
      • AGL Energy: Power market more important than structure
      • Macquarie Group: A stellar FY22 result, but will be hard to cycle
      • REA Group: Growth thesis remains despite potentially tougher 4Q
      • QBE Insurance Group: Generally supportive tailwinds
      • Flight Centre Travel: Finally EBITDA positive
      • Amcor: Focusing on higher value markets
      • Australian Retail Sales: March 2022 - The Consumer Strikes Back
      • Woolworths: Operational volatility persists
      • Why the RBA cash rate may rise to 3.7%
      • Choclear: Oticon acquisition expands install base on the cheap
      • The RBA increases rates for the first time since Nov 2010
      • AGL Energy: VIC market a key battleground with shots fired by Cannon-Brookes
      • Reliance Worldwide: Toughing it out
      • Coles Group: Another disruptive quarter
      • Origin Energy: APLNG continues to benefit from tight LNG market
      • Morgans Best Ideas: May 2022
    • April (37) Click here to expand or collapse this months posts
      • Silk Logistics Holdings: Kemps Creek site deal
      • Fortescue Metals Group: Strong shipments but costs suffer
      • Newcrest Mining: Q3 falls short of expectation
      • Is the ASX 200 a better bet than the S&P 500?
      • Camplify Holdings: Some tailwinds into the 4Q
      • Banks: With the RBA set to dance, we take a cautious stance
      • Credit Corp: Two out of three ain’t bad
      • South32: China COVID fears uncover value
      • Woodside Petroleum: Mixed start to the year
      • OZ Minerals: An eye to 2H West Musgrave FID
      • Building Materials: A comparison of RWC, GWA and REH
      • BHP Group: Performing well against headwinds
      • Endeavour Group: A good effort despite volatile operating conditions
      • Megaport Limited: Slower than hoped but direct is priming the channel
      • Brambles: It’s all about price
      • Zip Co: Waiting for a catalyst
      • Atlas Arteria: APRR traffic emerges from COVID
      • Santos: Confident in its share price
      • Rio Tinto: Soft Q1 could repeat in Q2
      • Whitehaven Coal: Cash machine
      • Is the US heading for recession?
      • Bank of Queensland: ROTE improvement looks on track
      • Transurban Group: 3Q22 traffic, 95 Express Lanes, WCX capital release
      • Allkem: Few surprises overall in the third quarter
      • Western Areas: Improved offer brings WSA board back to the table
      • Domino's Pizza: Model update - Inflationary pressures see us lower our EPS estimate by 5%
      • Powerful Fed Tools will rein in US Inflation
      • GrainCorp: Unprecedented times
      • Aust Securities Exchange: March trading statistics
      • Will the commodities boom ever rest?
      • Allkem: Investor day highlights future production growth
      • AGL Energy: Wholesale energy tailwinds too strong to ignore
      • Allkem: Contract prices are catching up to the spot market
      • Australia Strategy: Autumn 2022 - Equity sector strategies
      • Financial Services: Fund managers & Platforms - mark to market
      • Morgans Best Ideas: April 2022
      • Karoon Energy: Moves while asset window is still open
    • March (42) Click here to expand or collapse this months posts
      • Eagers Automotive: Portfolio optimisation
      • Australian Retail Sales: February 2022 retail sales - Avant le déluge
      • Equity strategy: Federal Budget 2022/23
      • Economic strategy: Boom time budget
      • Federal Budget 2022: Wealth management perspective
      • Saving for a home for first home buyers
      • Atlas Arteria: Moderating
      • Iron ore: Fundamentals absorbing iron ore headwinds
      • Downsizing Incentive for Seniors
      • JB Hi-Fi: ‘Heightened customer demand’ continues; Earnings estimates increased
      • New Hope Corporation: Dividend harvest to build
      • How Budget Deficits Caused US Inflation
      • Super Strategies 2022
      • Industrials, Reporting Season Recap, February 2022
      • Australia Strategy: Asset Allocation Update – Q2 2022
      • Healthcare - Overall: Micro to mid-cap catalyst table
      • MoneyMe: Acquisition completes
      • Suncorp Group: Flood events broadly contained
      • Rio Tinto: One step forward, two steps back?
      • Breville Group: Model update following acquisition of LELIT
      • Magellan Financial Group: Insto outflows continue
      • Elders: How much longer can this cycle go for?
      • Bank of Queensland: Trumping peers on growth momentum
      • Origin Energy: Steady strategy for yield
      • Retail Sector: Would you like that wrapped? Review of the 1H22 reporting season
      • New Hope Corporation: 1H22 result preview - 2022 dividend upside
      • Food, Oil, War Risk
      • Paradigm Biopharmaceuticals: Non-intellectual property
      • Genex Power: Bouldercombe battery funded
      • MAAS Group: Building out its vertically integrated position
      • Reporting Season Review: Macro issues overshadow solid results
      • Morgans Best Ideas: March 2022
      • Commodities: Offsetting risks from inflation & war
      • Waypoint REIT: Looking longer term
      • Orica: Progressing its strategy + positive industry tailwinds
      • Australia Strategy: Global leaders update - Featuring Microsoft
      • Allkem: Prices then production to lift in CY22
      • Motorcycle Holdings: Cruising through disruption
      • InvoCare: Heading in the right direction
      • Zip Co: Execution is key
      • Reporting Season Feb 2022: Key takeaways
      • Best calls to action – Tuesday, 1 March
    • February (123) Click here to expand or collapse this months posts
      • Australian Finance Group: Clouds building with prospect of rate rises
      • Brambles: Pulling the price lever
      • Reece: US going strong
      • These NEXTDC's build competitive advantage
      • Booktopia Group: Second half tale of margins
      • BlueBet Holdings: Differentiation will drive a re-rating
      • Best calls to action – Monday, 28 February
      • Blackmores: Won’t be smooth sailing
      • MAAS Group: Continuing to execute the game plan
      • Ramsay Health Care: Well placed, but needs time to make a full recovery
      • Flight Centre Travel: On the journey back to recovery
      • Eagers Automotive: Order book shifts up a gear
      • Atlas Arteria: Showing leverage to recovering traffic
      • Camplify Holdings: Paving the way for a good 2H
      • TPG Telecom Ltd: Building a base
      • Lovisa: 1H22 result - The jewel in the crown
      • APA Group: Incoming inflation kicker
      • Woolworths: A crazy half
      • Best calls to action – Friday, 25 February
      • Rio Tinto: Big earnings cushion headwinds
      • Universal Store Holdings: 1H22 result - A steady hand on the tiller
      • Karoon Energy: Making a real meal out of Brazil
      • Healius: 1H beat – right price and well placed for a rebound
      • Wagners: Offshore strategy progressing; positive domestic outlook
      • Domino's Pizza: 1H22 result - a marginal miss
      • Best calls to action – Thursday, 24 February
      • HUB24: Extra Class benefits to be Xplored
      • Jumbo Interactive: Strong foundation set to keep the run going
      • NIB Holdings: Claims tailwinds still driving strong results
      • Coles Group: COVID experts
      • Cochlear: 1H beat - confidence increasing in the outlook
      • Ukraine Crisis Heightens
      • Step One Clothing: 1H22 result - Comfort and support
      • Best calls to action – Wednesday, 23 February
      • Endeavour Group: Naturally hedged
      • Reliance Worldwide: Demand remains positive
      • Helloworld: Get ready to say “Hello World”
      • Tyro Payments: Top-line growth needs to be balanced with leverage
      • Viva Energy Group: Performing despite tougher environment
      • Sonic Healthcare: 1H inline but time required to adjust to new normal
      • Super Retail Group: Upgrade to ADD after the market brake checks SUL
      • Adairs: Rocking chair - 1H22 result impacted by logistical issues, but it will get better
      • Best calls to action – Tuesday, 22 February
      • OZ Minerals: On a strong footing for another big year
      • QBE Insurance Group: Some comfort in the detail
      • Inghams: Omicron knocks ING for six
      • PWR Holdings Limited: Speeding along
      • Magellan Financial Group: Flows uncertainty still outweighs capital position
      • PeopleIN: Well placed to capitalise on a strong outlook
      • Reporting Season Scorecard: February, 2022
      • Best calls to action – Monday, 21 February
      • Origin Energy: Coal capacity not worth the cost for ORG
      • Transurban Group: Waiting for the recovery to gain momentum
      • South32: Digging the cycle
      • Beacon Lighting: 1H22 result - we’re fans
      • Data#3: Shaping up for another record result
      • IPH Limited: Borders open, time to travel
      • Telstra Corporation: Under the hood it’s looking good
      • Woodside Petroleum: Merger late but worth the wait
      • Whitehaven Coal: A strong sign of returns to come
      • Tabcorp Holdings: Lotteries continuing to shine
      • Wesfarmers: Rolling with the punches
      • Best calls to action – Friday, 18 February
      • Newcrest Mining: Strong H2 predicted as Cadia ramp up continues
      • Corporate Travel Management: Look forward, not backwards
      • CSL Ltd: 1H above expectations; the “tide is beginning to turn”
      • Breville Group: 1H22 result - Full of beans
      • Pro Medicus: Aiming for the clouds
      • Redbubble A tough 1H22 environment impacted margins
      • Fortescue Metals Group: Yield drifts lower
      • Santos: Balance sheet no concern
      • Treasury Wine Estates: Now on a runway for growth
      • Best calls to action – Thursday, 17 February
      • GWA Group: Cycle still has a way to go
      • Ansell: 1H soft - suffering from a case of long COVID
      • The Ukraine Crisis
      • Seek: Supportive conditions provide investment optionality
      • Best calls to action – Wednesday, 16 February
      • BHP Group: BHP might avoid classic industry mistake
      • Energy & Mining: Reporting Season Preview
      • Aurizon Holdings: Continued focus on Bulk’s growth
      • JB Hi-Fi: Electric Dreams - A resilient 1H22 result, augmented by a $250m buyback
      • Carsales.com: Momentum should carry over into 2H22
      • Best calls to action – Tuesday, 15 February
      • Healthcare Reporting Season Preview
      • Insurance Australia Group: Setting a base to grow
      • Baby Bunting Group: Growth spurt
      • Macquarie Group: A very strong 3Q22 performance
      • National Australia Bank: AUSTRAC sword hangs over impressive momentum
      • Australian Securities Exchange: More to see than the next CHESS move
      • Summary of Super Measures: February 2022
      • AGL Energy: A bet each way on carbon?
      • Megaport Limited: The writing is on the wall
      • Alliance Aviation Services: Short-term turbulence, but inflection point still in sight
      • Commonwealth Bank: High quality but remains overpriced
      • Bapcor: Execution will repair confidence
      • Best calls to action – Thursday, 10 February
      • PeopleIn: Balancing its portfolio
      • Small & Mid Cap Industrials: Reporting Season Preview
      • Power: Reporting Season Preview
      • Economic Strategy: Fear conquers greed
      • Suncorp Group: Underlying business momentum is encouraging
      • Infrastructure: Reporting Season Preview
      • ANZ Banking Group: Rising rates are a ray of hope
      • GrainCorp: The perfect storm
      • APA Group: Downgrade to HOLD
      • Industrials, Reporting Season Preview, February 2022
      • Helloworld: Positioning for a Leisure travel recovery
      • REA Group: A strong 1H22 with potential volatility in the 2H
      • Gold sector: Cost pressures and production weakness dominate reporting season
      • Nufarm: Material value will be unlocked over coming years
      • Westpac Banking Corp: Trading update points to over-pessimism in price
      • OZ Minerals: Reorganising expectations
      • Pinnacle Investment Mgmt: Time for the next ascent
      • Amcor: Toughing it out
      • Telstra Corporation: Constructing growth
      • Credit Corp: Capital strength
      • MoneyMe: Finishing the half strong
      • Morgans Best Ideas: February 2022
      • Novonix: New customer but production ramp pushed
      • Origin Energy: LNG powering an earnings uplift
      • Ansell: COVID disruptions…temporary, but duration unknown
      • Airtasker: A resilient 2Q22
    • January (41) Click here to expand or collapse this months posts
      • ResMed Inc: 2Q miss - but confidence and line of sight improving
      • Why high inflation is a misery
      • Corporate Travel Management: COVID presents challenges and opportunities
      • Newcrest Mining: Cadia’s slow return hits sentiment
      • Fortescue Metals Group: Strong operationally while discounts blow out
      • Jumbo Interactive: International expansion continuing
      • Atlas Arteria: APRR’s rebound continued in Q4
      • Evolution Mining: Red Lake production rattles confidence
      • Camplify Holdings: A good quarter in a tough environment
      • South32: Mixed Q2 carried by prices
      • The Fed and the ASX 200
      • Superannuation salary sacrifice
      • Sandfire Resources: Further MATSA re-rate potential
      • Adairs: Not time to throw in the towel
      • Australia Strategy: Reporting Season Playbook
      • PTB Group: Strong first half lifts our expectations
      • Whitehaven Coal: Price offsets transient pressures
      • Santos: Size of the prize
      • Woodside Petroleum: Ready for a bumper 2022
      • Netwealth Group: Cash clarity
      • Beacon Lighting seeing the light: Updating estimates after very positive 1H22 trading update
      • Megaport Limited: Channelling their energy into growth
      • Commonwealth Bank: 1H22 result preview
      • BHP Group: Positioned to chase new growth
      • HUB24: Flows remain classy
      • Lithium: How to ride what’s left of the rising tide
      • Redbubble: 2Q22 update showing margin pressure
      • Rio Tinto: Pilbara problems continue to build
      • JB Hi-Fi: Glidepath not cliff edge? We increase estimates after 1H22 pre-announcement indicates resilient demand
      • Financial Services: Fund managers – mark to market
      • Data#3: A great start to CY22
      • South32: Cycle acceleration offsets Hermosa slowdown
      • Wesfarmers: Pullback creates opportunity
      • JB Hi-Fi: Upgrade to ADD on valuation grounds
      • Inghams: Omicron presents unprecedented challenges
      • Bega Cheese: COVID challenges + competitive milk environment
      • The Reject Shop: Model update and downgrade to HOLD
      • Accent Group: Model update
      • Pro Medicus (ASX:PME): Back to Reduce on valuation grounds
      • Financial Services - Overall: Mark-to-market and sector earnings changes
      • Investing is a balancing act
  • 2021 Click here to expand or collapse the 2021 posts
    • December (27) Click here to expand or collapse this months posts
      • Booktopia Group: Costs become the antagonist in the 1H22 story
      • Step One Clothing: Back to Square One - Trading update disappoints
      • Powell at bat
      • MoneyMe: Acquisition set to add scale
      • Sonic Healthcare: Anatomical pathology expands; COVID testing uptick
      • Transurban Group: Flagship project blows out
      • Santos: STO-OSH merger
      • Healius: Pricey clinical testing splash; takes backseat to COVID
      • Jumbo Interactive: Balance sheet continues to provide optionality
      • Ramsay Health Care Strategic evolution; build it and they will come?
      • The commodities boom in three pictures
      • Woolworths: The negative side of COVID
      • Fortescue Metals Group: Losing its identity?
      • Chinese Steel Production Olympic Dive This Year
      • Woodside Petroleum: Jumps ahead on energy transition
      • South32: Portfolio changes adding up
      • Insurance Australia Group: Strategy session
      • Newcrest Mining: Project development to reset cost base
      • MoneyMe: Trading update shows continued growth
      • MAAS Group: Strong medium-term ambitions
      • Will my capital last in retirement?
      • Banks: The value-trap trap
      • Australia Strategy: Summer 2022 - Equity sector strategies
      • Credit Corp: Stay tuned in
      • Collins Foods: A feast for investors 1H22 earnings
      • Morgans Best Ideas: December 2021
      • GrainCorp: ABARES upgrades the crop again
    • November (39) Click here to expand or collapse this months posts
      • Adairs: Sofa, so good - ADH acquires Focus on Furniture
      • Australia Strategy: Asset Allocation Update – 2022 Outlook
      • Rio Tinto: Feedback from analyst roundtable
      • Universal Store Holdings: Dressed to impress - AGM update
      • Fed Team Player Powell Gets A Second Term
      • Webjet: Increased market share + lower costs = higher profits
      • Woodside Petroleum: Scarborough sanctioned
      • BHP Group: More moves to make?
      • APA Group: Investment considerations
      • Global leaders update: Profiling Amazon
      • Sonic Healthcare: Strong FY22 start; COVID testing leverage evident
      • Treasury Wine Estates: FFV bolsters the Americas luxury portfolio
      • Eagers Automotive: Supply issues smoothing out strong demand
      • Commonwealth Bank: Premium relative to peers remains unjustifiably large
      • SEEK: Approaching peak Seek?
      • Atlas Arteria: Outlook remains supportive
      • Why the market is still so strong
      • Commodities: Inflation fears push gold higher
      • Dissecting the investment required to achieve net zero emissions
      • AusNet Services: Closing time
      • GrainCorp: Upgrade cycle isn’t over yet
      • Alliance Aviation Services: Positioned for growth to accelerate from 2H22
      • Suncorp Group: APS 330 quarterly banking update
      • Why the RBA is right to believe that inflation will fall
      • National Australia Bank: AUSTRAC issue lingers over good result
      • Data#3: Still in the right place at the right time after 40 years
      • NIB Holdings: Kiwi Insurance Limited acquisition
      • REA Group: Proving still more juice to squeeze out of depth
      • Suncorp Group: Natural hazard update
      • Credit Corp: Stepping up the USA
      • Domain Holdings Australia: Starting to yield some good growth
      • Domino's Pizza: A tremor in Japan
      • Tyro Payments: Gross profit underwhelms during update
      • Amcor: A disruptive quarter
      • Exchange Traded Funds (ETFs) – Broadening your investment choice
      • Insurance Australia Group: Natural perils hit
      • Westpac Banking Corp: NIM disappoints but overreaction creates more value
      • Melbourne Cup 2021: Best value bet
      • Morgans Best Ideas: November 2021
    • October (59) Click here to expand or collapse this months posts
      • ANZ Banking Group: Structural tailwinds building for Institutional business
      • Coles Group: Lockdown wasn’t too bad
      • Camplify Holdings: Mighway and the highway
      • Woolworths: Lockdown benefits diminishing
      • Peter Warren Automotive: Rolling over the lockdown bump
      • Oil Search: Merger crunch time approaching
      • Reliance Worldwide: Making connections
      • Suncorp Group: An active 1Q22 for claims
      • Aurizon Holdings: A major capital play via One Rail acquisition
      • Australia’s strong recovery from shutdown
      • Origin Energy: Sell down points to oil market optimism.
      • Smartgroup: Too much but not enough
      • Telstra Corporation: Smart structure makes Digicel risk/reward compelling
      • Viva Energy Group: Great shape heading into recovery
      • National Australia Bank: Will be watching quality of home loan growth
      • Westpac Banking Corp: Buyback and medium-term cost story the highlights
      • ANZ Banking Group: Expecting expenses to disappoint near term
      • Banks: FY21 reporting season and beyond
      • Transurban Group: COVID symptoms continue
      • Insurance Australia Group: FY22 guidance re-affirmed, although elevated 1Q22 hazards
      • Megaport Limited: To $100m and beyond
      • Woodside Petroleum: Wheatstone disappoints
      • Santos: Rolling towards merger
      • Orora: Balance sheet confidence
      • Aristocrat Leisure: Model update - Including Playtech in estimates
      • Perpetual: Good signs of momentum
      • Flight Centre Travel: Weak 1Q but recovery is on the way
      • Camplify Holdings: Offshore growth promising as lockdowns ease
      • Rio Tinto: Turning green or burning green?
      • South32: Rewarded for its success
      • Domino's Pizza: The European Dream: Investor Day, 2021
      • Endeavour Group: Things are looking up for Hotels
      • Atlas Arteria: Q3 rebound in APRR traffic
      • Nanosonics: Realigning the cost base
      • Senex Energy: Room to move
      • BHP Group: Sold off into buy territory
      • Bapcor: Enough in the tank
      • IDP Education: Taking a study break
      • Tabcorp Holdings: More normalised trading conditions in sight
      • Challenger Financial Svcs: A reasonable 1Q22 performance
      • Brambles: Pricing mechanisms kick in
      • Whitehaven Coal: Dividend expectations climb
      • REITs: Proposed merger of HDN & AVN
      • HUB24: Results from Class acquisition could take time
      • Senex Energy: POSCO approach
      • Aristocrat Leisure: Back the right horse - Proposed acquisition of Playtech
      • Zip Co: 1Q22 quarterly update
      • MoneyMe: 1Q22 trading update - A strong start to the year
      • Oil and Gas: It’s a matter of floor not ceiling
      • Atlas Arteria: On the road again
      • Pendal Group: Flows slip back to negative
      • Misunderstanding monetary policy
      • South32: Finds value-accretive path into copper
      • Domain Holdings Australia: Getting some more Insight
      • Treasury Wine Estates: Positive investment thesis hasn’t changed
      • Transurban Group: Finding a source of additional value
      • Westpac Banking Corp: Continue to expect $5bn buyback next month
      • Australia Strategy: Catalyst season
      • Financial Services - Platforms: No slowing in the flows

Potential for a nickel supply gap?

By

08 October 2014, 11:19 AM

It's more a matter of "when" and not "if" the nickel price will improve

Read more...

Oil Search below $9 - what's not to like?

By Tom Sartor

01 October 2014, 10:45 AM

It joins our High Conviction list

Read more...

China coal ban - The Press versus reality

By Tom Sartor

17 September 2014, 11:42 AM

This is a storm in a teacup and is actually positive news for Australian coal

Read more...

What's wrong with oil?

By

27 August 2014, 9:02 AM

We forecast +17% upside to current oil prices

Read more...

BHP FY14 result plus Newco thoughts

By Tom Sartor

20 August 2014, 8:28 AM

BHP is still easily our default Resources exposure

Read more...
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  • Best calls to action – Thursday, 18 August

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