Latest Articles

Macquarie should trade at a premium to the market, not in line

Wednesday, May 8th, 2019
Following on from our recent company update on Sonic Healthcare, another high-quality stock on our watchlist for the next market correction is Macquarie Group. Trading on just 15 times 2020 consensus earnings now, the stock is already interesting when the...Click to view

The market’s rally explained by charts

Wednesday, May 8th, 2019
The surge in equity markets in 2019 is caused by many macro factors acting in unison. In no particular order, we observe across the world readings of low inflation, low but steady growth, supportive economic policy settings, low interest rate...Click to view

Company Update: Credit Corp

Thursday, May 2nd, 2019
Credit Corp is currently undertaking a share purchase plan (SPP), which was announced on 1 April 2019 together with a $125 million placement. The SPP is priced at the lower of $20.45 and a 2.5% discount to the volume weighted...Click to view

Sonic past the worst of overseas funding cuts

Thursday, May 2nd, 2019
One way to take the stress out of investing is to keep a watchlist of quality companies built using a robust methodology, then wait for a temporary disappointment or market correction to price. Preferring companies that have proven their competitive...Click to view

Australia has a lot going for it – but not during an election

Thursday, May 2nd, 2019
Over the coming weeks, the strengths of the Australian economy will rarely be acknowledged by either side of politics in their quest to hold or take government. Once again, the Australian election campaign will be dominated by negativity on both...Click to view

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