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Short-term reactionary behaviour is to be expected within every earnings season, and February 2019 was no exception. But opportunities that went misinterpreted or unappreciated by the herd await patient investors willing to block out the noise and really take a look at a company’s fundamentals and growth prospects. Here, we... Show More

Collections

Growth stocks like Afterpay, Appen and Nearmap that are making waves offshore have been dominating the leader board. Meanwhile, domestic cyclicals have been struggling as deteriorating economic conditions weigh them down. How are investors supposed to invest in this dichotomy, in which growth stocks with overseas success look ever more... Show More

Chris Prunty

Expectations for Domain’s (ASX:DHG) first-half result were low. Recent share price performance has been poor. Prior to the result, the stock had fallen -28% over the past 12 months. The last big move for the stock was after their disappointing trading update on the 12th of October which saw the... Show More

Chris Prunty

The remarkable track-record of Australia’s largest listed debt buyer makes Credit Corp worthy of attention. Following today's FY18 results announcement, we share our view on the stock, which we think deserves more credit from the market. Show More

Buy Hold Sell

Reporting season has just concluded and we've lined up two of the best-read managers in Australia to get their take on the health of Australian corporates. Chris Prunty from QVG Capital argues that we've just witnessed 'the best reporting season in years' and with that comes a raft of new... Show More

Buy Hold Sell

The market applied the blowtorch indiscriminately across the retail sector last year, creating long-absent pockets of value in the market. Shrewd investors moved in, but are opportunities still present today? In this week’s Buy Hold Sell, we pit two small cap specialists called Chris against each other to find out. Tune... Show More

Chris Prunty

The whole market – including small caps – has been on fire since early October. It’s like someone flicked the ‘get long Australia’ switch in the first week of October and it was game on. If there are big global money flows in to a market purely for the reason... Show More