ASX:PIC

Vince Pezzullo

Evolution Mining (EVN) is an ASX-listed gold miner with a market cap of A$5.2bn. Evolution provides the portfolio with exposure to the gold price as well as to an asset base that has low capital intensity growth options. We believe this growth can be funded without stretching the balance sheet,... Show More

Vince Pezzullo

Brambles (ASX:BXB) is a supply-chain logistics company operating primarily through the CHEP and IFCO brands, in over 50 countries. BXB specialises in the pooling of unit-load equipment and engages in the provision of supply chain support services. BXB owns 290 million pallets and 294 million reusable plastic containers, with a... Show More

Anthony Aboud

It seems everyone out there wants to invest in the hot new thing. You mention a company which has “big data,” “cloud computing infrastructure,” “artificial intelligence,” “machine learning,” “robotics,” and investors go weak at the knees. In the current environment, investors want to buy the latest and greatest technology players.... Show More

Vince Pezzullo

VIVA Energy Group (ASX code: VEA) is the second largest operator in the Australian retail fuels market with approximately 26% share across 1,165 sites. VEA has the sole right to use the Shell brand in Australia, and also has a large distribution network including 44 fuel import terminals and depots,... Show More

Perpetual Equity Investment Company

The Perpetual Equity Investment Company Limited (ASX: PIC) recently announced a capital raising via a three-stage offer to new and existing investors. In our latest investor update, Company Chairman Nancy Fox and Portfolio Manager Vince Pezzullo provide current and prospective shareholders with an overview of the FY18 results, their views... Show More

Vince Pezzullo

Downer EDI Ltd (DOW) provides engineering, construction and asset management services to customers operating in a variety of market sectors including minerals and metals, oil and gas, power, road and rail infrastructure, telecommunications, utilities and facilities management. Show More

Peter Rae

In its latest LMI Monthly Update, Independent Investment Research takes a look at the recent listed investment company reporting season which saw a majority of LICs report higher earnings and many pay higher dividends to their shareholders. We also highlight the top 10 yielding LICs under our coverage and discuss... Show More

Peter Rae

In its latest Quarterly LMI Market Review, Independent Investment Research (IIR) provides detailed coverage of 43 listed investment companies, listed investment trusts and exchange traded managed funds including commentary, investment views and ratings. We have coverage across a number of sectors and investing strategies and provide insight into performance, discounts... Show More

Vince Pezzullo

The recent and sudden surge in market volatility in early February has highlighted the rising disconnect between the economy and markets. For some time many asset prices have been artificially inflated by trillions of dollars in monetary stimulus and ultra-low rates as central banks have tried to reignite sluggish economies. Show More

Bell Potter

In this report, our analysts share their sector view and top stock picks for 2018 across sectors including banks and general insurers, diversified financials, LICs, fixed income, agricultural FMCG, technology, discretionary retail, industrials, resources, and healthcare & biotech. Show More

Vince Pezzullo

A recent addition to the portfolio, Australian dairy and foods business, Bega Cheese, was the largest single contributor to performance of the portfolio for the month of June. Over the past 6 months, Bega has seen transformational change in its business through the completion of three major transactions: Show More

Peter Rae

(LICs), listed investment trusts (LITs), and exchange quoted managed funds (EQMFs). At 31 January 2016, there were 96 LICs and LITs on the ASX, with a collective market capitalization of $ 31.6B. There are a number of new LICs in the pipeline including URB Investments, Contango Global Growth, Plato Income... Show More