Five high conviction stocks in April By Andrew Tang 03 April 2019, 2:11 PM Our high conviction ASX100 stock picks this month Read more...
Equity strategy: Sector outlooks and preferred picks By Tom Sartor 02 April 2019, 1:20 PM Australian shares sit close to their 2018 highs, but valuations look a little stretched versus tepid profit growth. We see the most compelling opportunities among the major banks, healthcare, energy and telcos. Read more...
Sonic Healthcare: High Conviction Stock, March 2019 By Derek Jellinek 12 March 2019, 3:58 PM 1H beat – tracking to plan Read more...
Five high conviction stocks in March By Andrew Tang 08 March 2019, 8:18 AM Our high conviction ASX100 stock picks this month Read more...
Australia Strategy: Reporting Season Review By Andrew Tang 05 March 2019, 10:00 AM New opportunities amongst the noise Read more...
Reporting Season road map: 27 February 2019 By Andrew Tang 27 February 2019, 8:30 AM Three stocks we're happy to buy today – Wagners Holding Company (WGN), Origin Energy (ORG) and FlexiGroup (FXL) Read more...
More wise words from the Oracle By James Macaulay 26 February 2019, 10:00 AM In February of each year, Berkshire Hathaway releases its annual report and with it, Warren Buffett's much anticipated annual letter to shareholders. Read more...
Reporting Season road map: 21 February 2019 By Andrew Tang 21 February 2019, 12:30 PM Six stocks we are happy to buy today – Corporate Travel (CTD), Lovisa Holdings (LOV), Aust Finance Group (AFG), Sonic Healthcare (SHL), AP Eagers (APE) and Data#3 (DTL). Read more...
Reporting Season road map: 18 February 2019 By Andrew Tang 18 February 2019, 8:02 AM Five stocks we're happy to buy today – Whitehaven Coal (WHC), Baby Bunting (BBN), Healius (HLS), People Infrastructure (PPE) and Jumbo Interactive (JIN) Read more...
Reporting Season road map: 15 February 2019 By Andrew Tang 15 February 2019, 9:51 AM Five stocks we're happy to buy today – Woodside Petroleum (WPL), Telstra Corporation (TLS), Treasury Wine Estates (TWE), Aventus Group (AVN) and Over The Wire (OTW) Read more...