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Chris Stott

Chris Stott has more than 14 years’ experience in the funds management industry. Chris is the Chief Investment Officer of Wilson Asset Management, having joined the company in 2006. He is also the Portfolio Manager responsible for WAM Capital, WAM Research and WAM Active. Chris was previously employed with Challenger Financial Services Group in various research roles specialising in Australian equities. He holds a Bachelor of Business from the University of Technology, Sydney and a Graduate Diploma in Applied Finance and Investment. He is a member of the Australian Institute of Company Directors and the Financial Services Institute of Australasia.

Wilson Asset Management weekly: Origin Energy and SG Fleet results

Chris Stott
Chris Stott Wilson Asset Management

As reporting season continues this week we have seen many companies provide conservative outlook statements for the year ahead, confirming a backdrop of moderate earnings growth. Among the themes to emerge is companies reinvesting into their businesses to drive growth in a relatively anaemic economic environment. In this week's report... Show More

How to assess a company result in 5 minutes

Chris Stott
Chris Stott Wilson Asset Management

Reporting season can be extremely busy with anywhere from 20 to 50 companies reporting on any single day, so for investors it is critical to manage their time efficiently and prioritise what factors to consider in a company’s results announcement. We spend up to five minutes going through each result... Show More

Flight Centre reaches altitude

Chris Stott
Chris Stott Wilson Asset Management

On Wednesday, Flight Centre (ASX: FLT) announced it had strengthened its presence in North America through the acquisition of a leading Quebec based travel company Les Voyages Laurier du Vallon. This announcement followed several bolt on acquisitions made over the past few months as Flight Centre looks to boost its... Show More

Seven Group Holdings digs deep

Chris Stott
Chris Stott Wilson Asset Management

On Wednesday, Seven Group Holdings’ (ASX: SVW) shares were bolstered after heavy machine maker Caterpillar announced strong sales and revenue figures and a positive outlook statement with its second quarter earnings report in the US. Seven Group owns WesTrac, which is the authorised dealer of Caterpillar equipment in New South... Show More

A quality stock for a rising AUD

Chris Stott
Chris Stott Wilson Asset Management

Currency is one consideration among many factors, including the quality of the management, industry position and earnings per share, which we assess when evaluating a company as an investment proposition. In this wire, we look at some areas to avoid, and one stock in particular that offers good exposure, should... Show More

6 investment lessons for the year ahead

Chris Stott
Chris Stott Wilson Asset Management

Geo-political events and broad macro-economic themes were among key factors impacting Australian and global share markets throughout FY2017. Surprise events, such as the election of Trump, generated considerable short-term volatility and weaker consumer sentiment weighed on discretionary retail stocks. Show More

A BIG announcement

Chris Stott
Chris Stott Wilson Asset Management

On Thursday, video technology company Big Un Limited (ASX: BIG) revised its revenue guidance for Q4FY17 from $8.15 million to over $9 million, an increase of more than 10%. The company is experiencing continued demand for its video subscription products and we expect this trend will continue over the next... Show More

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10 predictions for equities in FY18

Chris Stott
Chris Stott Wilson Asset Management

After a strong performance in FY2017, the Australian sharemarket is positioned to continue its growth into next financial year, and as it approaches it is pertinent to consider the key trends and factors that will drive equities in the short term. Wilson Asset Management’s predictions for FY2018 include: Show More

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Pay day for Capitol Health

Chris Stott
Chris Stott Wilson Asset Management

On Thursday, Capitol Health Limited (ASX: CAJ) announced the sale of its NSW assets to I-Med Radiology Network for $81.5 million which is more than 8.5 times expected FY17 earnings before interest, tax, depreciation and amortisation (EBITDA). We believe Capitol Health’s strong balance sheet and high cash levels will provide... Show More

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Helloworld's flying upgrade

Chris Stott
Chris Stott Wilson Asset Management

On Friday, Helloworld Limited (ASX: HLO) announced an upgrade to its current earnings guidance with earnings before interest, tax, depreciation and amortisation (EBITDA) up from $47 to $51 million to between $52 and $55 million on the back of approximately $5.8 billion of total transaction value (TTV). Helloworld said that... Show More

Reckon – proposed demerger

Chris Stott
Chris Stott Wilson Asset Management

On Friday, software company Reckon (ASX: RKN) announced a proposed demerger of its document management division, which currently represents approximately 15% of 2016 group turnover, with shares to trade on the AIM Market of the London Stock Exchange (AIM). The board of directors said the proposal will place Reckon in... Show More

Master of its Class

Chris Stott
Chris Stott Wilson Asset Management

On Wednesday, superannuation software company Class Limited (ASX: CL1) reported its half year results, with net profit after tax of $3.6 million, up 28% on the prior corresponding period. The company said the increase in profit was driven by continued growth in the Class Super product and a record increase... Show More

Oneview one project at a time

Chris Stott
Chris Stott Wilson Asset Management

On Monday, ASX-listed Irish healthcare company Oneview Healthcare Limited (ASX: ONE) announced a pilot project to measure the impact of a new electronic patient care pathway for prostate cancer patients. The collaborative project, with partners including the University of Oxford, is expected to commence in March 2017. The company said... Show More

10 predictions for equities in 2017

Chris Stott
Chris Stott Wilson Asset Management

After a tumultuous 2016, the share market has had a solid start to the new year prolonging the so-called ‘Trump Rally’ which has seen Australian equities rally more than 10.0% from their intraday lows on 9 November when Trump was elected. With the year now underway and reporting season around... Show More

Wilson Asset Management: Reporting season themes and a standout stock

Chris Stott
Chris Stott Wilson Asset Management

From our perspective reporting season was OK and there were quite a few interesting themes that emerged. Mining services companies are coming back into favour and we’re seeing these companies significantly deleveraging their balance sheets. It was clear that the protracted election cycle had an impact on discretionary retailers and... Show More

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