ASX:LNK

Sunset Strip > Trading Day Wrap From Blue Ocean 20170626

Mathan Somasundaram

Local market opened positive on better commodities and currency before pulling back to finish flat. Commodities drove market higher while banks gave up initial optimism. The best performing sectors were Staples, Utilities and Miners while the worst performers were Gold, IT and Property Trust. On the stocks….(1) MTS > sales... Show More

Value the market loves to hate

UBS Asset Management

Below we discuss 3 high conviction undervalued opportunities which we believe are fairly unique holdings particularly together in the same portfolio. All are cheap according to our conservative, sensitivity tested and mid-cycle anchored DCF. In addition, we believe fundamental industry economic risks are to the upside. Show More

Peter Quinton: Ten favoured defensive stocks

Bell Potter

A well-constructed portfolio should always have some defensive stocks, which we identify using four investment criteria: 1) Market capitalisation of at least $1.0 billion; 2) The investment arithmetic — price earnings ratios, dividend yields, and so on—must be reasonable compared to the valuations of the overall share market; 3) The... Show More

Quality Is Making A Come-Back

Rudi Filapek-Vandyck

Look closely, and investors will see that quality stocks are making a comeback after being left by the wayside in the Trump-inspired reflation trade last year. CSL is trading around $128. Ramsay Health Care is back around $70. Amcor is well above $15, and InvoCare is approaching its all-time high... Show More

Link Group ticking a lot of boxes

UBS Asset Management

Link Group has been listed for less than two years, but it is a business we have watched closely and have used a recent period of weakness to build a significant stake. It's also not well covered by brokers, with Factset showing 5 covering Link against 16 covering the similar... Show More