Latest Articles

Company Update: Collins Foods


Thursday, October 11th, 2018
This week KFC restaurants operator, Collins Foods (CKF), held in the ASX Model Portfolio, hosted its annual investor day in Brisbane, which we were fortunate to attend. The surprise coinciding with the day was CKF’s just-inked agreement with Taco Bell (a...Click to view

Market should eventually be reassured on Amcor’s acquisition of Bemis


Thursday, October 11th, 2018
Amcor shares, which are modestly out of favour in the sharemarket, are an opportunity long-term income investors could consider. The stock is trading near year-lows because the market is digesting the US$6.8 billion of new shares Amcor will issue as...Click to view

Stock in the Spotlight: AGL


Wednesday, October 3rd, 2018
In August AGL reported that its underlying EBIT (Earnings Before Interest and Tax) grew by 22% during FY18. The result was driven by gains in earnings from Wholesale energy sales in both gas and electricity markets. However, AGL’s earnings from...Click to view

QBE is travelling well despite recent natural disasters


Wednesday, October 3rd, 2018
Every time there is a natural disaster, investors ask what it means for insurance stocks, so QBE Insurance Group is topical after the damage last month to the US states of North and South Carolina from Hurricane Florence, the first...Click to view

The Housing Correction We Have to Have


Wednesday, October 3rd, 2018
Over recent weeks, we have highlighted that there are two main international macro events that will need to be closely monitored over the coming months. Each could impact the performance of investment markets in 2019. The first is the tariff...Click to view

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