Company Reports

NAB’s dividend cut derisks the stock


Friday, May 17th, 2019
Although the 16% cut to NAB’s interim dividend, down to 83 cents per share, reduces shareholders’ income now, shareholders should more than benefit from a higher share price because the cut derisks the stock by increasing the bank’s capital buffers....Click to view

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

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

Brambles is back as a quality investment – here’s why


Thursday, April 4th, 2019
Backing ASX large-cap turnarounds remains one of the most reliable investment strategies on the ASX and the latest example is Brambles, which is back to what it used to be and should have remained: a) an instigator and beneficiary of...Click to view

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