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Australia is facing a population boom, with over 29 million people expected to be living in this country by 2030. And there are a number of stocks that could be big winners from this massive demographic tailwind. Arena REIT (ASX:ARF), Think Childcare (ASX:TNK) and G8 Education (ASX:GEM) are three stocks with... Show More

Equities
Patrick Poke

Last time we heard from Wilson Asset Management's Lead Portfolio Managers, the mood was decidedly bearish. We were in the midst of a correction, and they, like many others, were questioning whether it was ‘the big one’. Fast forward six months, and the mood has picked up. What’s changed? According... Show More

Equities
Oscar Oberg

Since the equity market lows in December 2018, investors have chased offshore earnings to escape falling house prices, weak consumer and business sentiment, and uncertainty driven by the Federal election. The February 2019 reporting season highlighted this; economic bellwether companies Costa Group, Bingo Industries and Boral downgraded earnings before their results... Show More

Equities
Oscar Oberg

Bubs Australia (ASX: BUB) is an infant formula brand with a major focus on goats milk. This week, BUB announced a four-year strategic alliance with Chemist Warehouse relating to the sale and promotion of its products within its domestic store and online network. The deal is a strong... Show More

Equities
Oscar Oberg

CIMIC Group (ASX: CIM) is a global engineering-led construction, mining and services business with a history dating back to 1899. This week, CIMIC released their 2019 annual general meeting update, guiding to a strong outlook for the year. The company pointed to a robust order book and expected... Show More

Equities
Oscar Oberg

Investors’ desire for growth outside of the suffering Australian economy was a major theme to emerge in the February 2019 Reporting Season, particularly in the small-to-mid-cap segment of the market. Since around September 2018, economic data in Australia has weakened, largely due to the flow-on effect of falling house prices on... Show More

Equities
Oscar Oberg

Nufarm (ASX: NUF) is an undervalued agricultural crop protection company that has strong global exposure with 97% of earnings originating from outside Australia. We invested in NUF as we believed the market was incorrectly assuming that poor drought conditions in Australia and Europe would continue indefinitely. Furthermore, the share price... Show More

Equities
Alex Cowie

Last week we shared the ‘the ten most tipped stocks for 2019’ each of which received more than 1% of the ~2500 stock tips from readers in our recent survey. Today's wire looks at the next tier down: the stocks that got between 0.5% and 1.0% of tips. It’s an... Show More

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