Aristocrat: Poised for the next leg of growth
Aristocrat Leisure was my choice for 2018 in the Livewire "Predictions and top picks" series filmed in December. Aristocrat hosted an investor session last week, which was attended by over 100 analysts, investors, and fund managers. After a very busy start to 2018, I thought I’d pass my points from... Show More
Blackmores: With volatility comes opportunity
After a stellar performance in 2015 shares in Blackmores have been volatile in 2016. We have been somewhat skeptical about the supplements industry, however, we recently met with management and came away feeling like we may have underestimated how big of a growth market China could be over the coming... Show More
TMS Capital reporting season update
As often happens in reporting season, there were some great results to begin with this year. REA Group has released a bumper result, with revenue growth reverting to the trend of around 20% p.a. This business has one of the highest returns on equity of any business at the top... Show More
Last week we made the decision to exit Sydney Airport after four years on the register – here’s why
Infrastructure stocks were once seen as the boring, conservative part of the market to invest in, they paid decent yields, you’d hope for some small capital growth on top over the years and these stable assets would have done their job. How things have changed! Over the last five years... Show More
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