Gold and value stocks dominate leader-board in EGG stock picking competition

Eley Griffiths Group

As the Eley Griffiths Group stock-picking competition nears its final weeks, here is a quick update of the leader-board. A confluence of events including heightened trade tensions, an oil price correction, Brexit, midterms and a general repricing of growth expectations have seen significant challenges for both developed and emerging markets.... Show More

Profit warnings and profit upgrades in 2017

Richard Coppleson

Of the profit warnings this year, 81% of them have been "downgrades". I have found some really interesting observations that I’ll mention through this note that are worth being aware of, before then discussing the main 15 "Positive" Profit Warnings in 2017. Show More

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The first upgrade is never the last

Ron Shamgar

Three weeks ago, we profiled our investment in Freedom Insurance group (FIG) and explained the business model and its clear path to profitable growth over the coming years. Today the company reported its 1HFY17 results with net revenue up 116% to $25.7M, EBITDA up 546% to $11.1M and NPAT up... Show More