Rob Tucker

Rob recently founded Chester Asset Management after 7 years at SG Hiscock where he was PM of the SGH Australia Plus product that delivered in excess of 10% outperformance per annum over 3.5 years.

Expertise

A standout stock in a strong thematic

Rob Tucker

The long term thematic of having Australian primary industry “feeding the world” remains a compelling one. Here we discuss our analytical approach and focus on one stock that is trading on 12 times earnings, with high single digit earnings growth and a >5.5% fully franked dividend yield (FY19). Show More

ASX:IPL ASX:NUF ASX:ORI ASX:TWE ASX:A2M ASX:ING ASX:SM1

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Ten quality stocks for your watchlist

Rob Tucker

It is a useful strategy for investors to have a watchlist, as discussed in our Megatrend framework. We tend to have 40-50 stocks that we will be watching in detail that we feel may be suitable at the right time. So... when is the right time? Show More

Does the valuation trade off for quality make sense?

Rob Tucker

Using two examples that fit into our Megatrend framework of rising Asian consumption, we highlight how we assess allocating capital to one stock in our universe that illustrates strong free cash flow versus another stock in the same sector, essentially giving the same sector exposure. Show More

ASX:SYD asx:cgc ASX:HUO

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Profiting from a better balance sheet

Rob Tucker

Removing a company's debt burden can mark a turnaround for the share price, and in this wire, we discuss this and highlight three examples including one currently in play. Show More

ASX:WES ASX:CAJ ASX:ELD

Why we still hold New Century Resources

Rob Tucker

New Century Resources is up significantly since we first acquired it and is trading approximately in line with our original share price target. Clearly, the company has been through a period of price discovery with strong promotional support. Hence, we felt a need to justify our purchase but also outline... Show More

ASX:NCZ

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5 megatrends we are investing in

Rob Tucker

We have used the megatrends framework as a template for several years, simply as a way of formulating a framework for how we start filtering down the investible universe into stocks that we ultimately focus on. We revisit this every 6-12 months to assess where the opportunities are to find... Show More

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5 stocks that could double cash flow in 5 years

Rob Tucker

­­­Whilst we use a megatrend framework to identify a narrow subset of stocks that we then spend more time understanding, we ultimately invest capital on a stock by stock, bottom up basis. We focus heavily on cash flow growth as a key metric of how we look to invest money.... Show More

ASX:CSL ASX:SYR asx:sda ASX:SM1

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