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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: Mantra and Swift

Chris Stott
Chris Stott Wilson Asset Management

The S&P/ASX All Ordinaries Accumulation Index closed up 1.9% for the week. On Thursday, Australian shares closed at their highest level in three-and-a-half months, led by a rally in the big four banks. The Westpac-Melbourne Institute index of consumer sentiment rose 3.6% in October, representing the highest level recorded in... Show More

Wilson Asset Management weekly: China to drive Australian growth, Origin and Superpharma

Chris Stott
Chris Stott Wilson Asset Management

The S&P/ASX All Ordinaries Accumulation Index closed relatively flat for the week and finished the first quarter of the financial year up 1%. On Tuesday, the Reserve Bank of Australia (RBA) Assistant Governor (Financial System) Michele Bullock said the central bank will continue to consider the heightened level of household... Show More

Wilson Asset Management weekly: Insights from the CLSA conference in HK, Seven Group Holdings and CBA

Chris Stott
Chris Stott Wilson Asset Management

The S&P/ASX All Ordinaries Accumulation Index closed down 0.2% for the week. Minutes from the Reserve Bank of Australia’s (RBA) meeting released on Tuesday suggested that reduced demand for steel production in China would indicate downside risks to the current iron ore price. We note that the Australian market is... Show More

Wilson Asset Management weekly: Afterpay and Boral

Chris Stott
Chris Stott Wilson Asset Management

The S&P/ASX All Ordinaries Accumulation Index closed up 0.4% for the week. On Tuesday, National Australia Bank’s (ASX: NAB) monthly survey found business conditions reached their highest level since 2008, with business sentiment improving across most industries in August. The Westpac Melbourne Institute Index of Consumer Sentiment, released on Wednesday,... Show More

Wilson Asset Management weekly: 3 macro-economic factors to impact your portfolio and NEXTDC

Chris Stott
Chris Stott Wilson Asset Management

The S&P/ASX All Ordinaries Accumulation Index closed down 0.5% for the week. On Tuesday, the Reserve Bank of Australia kept its cash rate on hold at the record low of 1.5%, a decision which was widely anticipated by the market. On Wednesday, the Australian Bureau of Statistics released its June... Show More

Wilson Asset Management weekly: Noni B and Reliance

Chris Stott
Chris Stott Wilson Asset Management

Overall the reporting season, which concluded on Thursday, was mixed, with a number of companies falling short of market expectations. Companies trading on high price-to-earnings ratios struggled, notably Domino’s Pizza (ASX: DMP) and Corporate Travel Management (ASX: CTD). The defensive sectors had one of their worst reporting periods in a... Show More

Wilson Asset Management weekly: BHP and iSelect

Chris Stott
Chris Stott Wilson Asset Management

The third and busiest week of reporting season saw strong performance from the mining services sector, while most companies continue to provide subdued outlook statements reflecting current economic conditions. Overall company results have not met the market’s expectations invoking strong reactions from investors in some cases. In this week's report... Show More

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

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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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