ASX:BLX

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For two years now, Roger Montgomery has been warning investors of a pending housing crash. While these claims were initially met with scepticism, as the data has deteriorated significantly in Sydney and Melbourne, more investors are coming to accept this thesis. According to CoreLogic’s Home Property Value Index, prices for... Show More

Spheria Asset Management

We don’t see small cap stocks as being especially cheap at the moment, however there are some sectors that have been aggressively marked down and appear to offer some opportunities. The retail space for instance, whilst facing a number of headwinds, appears to have been overly punished as the prospect... Show More

Eley Griffiths Group

Ben Griffiths, Portfolio Manager at Eley Griffiths Group, identifies a growing ASX company that’s come through the headwinds it faced following the Masters closure looking sure footed. Despite an outstanding management team and a promising store rollout ahead, he says the pricing is “reasonable, given its growth profile.” Watch the... Show More

UBS Asset Management

Most investors have some exposure to Australia's largest listed companies in their portfolio. The dividend yield on offer combined with exposure to well-known franchises provides a level of comfort and stability to the core component of a portfolio. However, our domestic stock market is concentrated around key industry segments –... Show More

Morgans Financial Limited

Equity markets remain at the mercy of abnormal macroeconomic conditions such as unconventional central bank interest rate settings and heightened political uncertainty. Making bold portfolio decisions amid such uncertain conditions is a difficult and potentially hazardous exercise; hence our cautious Asset Allocation settings. Despite these challenges, we think that enduring... Show More

Morgans Financial Limited

We expect Beacon Lightong's 1H17 result will likely be impacted by the following headwinds. 1) Soft like-for-like (LFL) sales growth due to Masters' aggressive clearance activity as it exits the market in late November. 2) A lower Gross Margin in response to the lower AUD/hedge rate and an inflated pcp.... Show More