ASX:SM1

The power of screening for cashflow

Rob Tucker

Last July we highlighted 5 stocks that we believed could double cash flow over 5 years. Twelve months on we review how they have performed, and discuss the reasons for the one that disappointed. Show More

ASX:CSL ASX:SYR asx:sda ASX:SM1 this time last year

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7 Key Decisions on a2 Milk's Road to Success

Weimin Xie

A2 Milk (A2M) is a global branded dairy company that has its core competency in marketing. Its a2-beta protein fresh milk and infant formula has achieved fast growth and significant market share in both Australia and China. Shareholders have been very well rewarded with share price increases from A$0.56 at... Show More

ASX:A2M Milk ASX:SM1

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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

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The Muster: Agriculture & FMCG roundup

Bell Potter

In the Muster, we round up our current views on key agri and FMCG themes and stocks, this month asking whether we are at the bottom of milk powder pricing (a key driver of the dairy sector), we also discuss our increased target price for Synlait, and look at several... Show More

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See what The CEO's thought of Agriculture, Gold and Social Media this week

NAOS Asset Management

“Few countries grow a significant number of sheep like Australia. With global demand for sheep, meat and wool continuing to strengthen, the market for suitable land is very buoyant, with record prices being achieved for these grazing assets, supported principally by well-capitalised local farming families” Danny Thomas, Director, CBRE Asia... Show More

See what The CEO's thought of Crypto Currencies, US Tax Reform and Residential Housing this week

NAOS Asset Management

“In terms of crypto currencies generally, I can say, almost with certainty that they will come to a bad ending. When it happens, I don’t know” Warren Buffett, Chairman, Berkshire Hathaway Show More

Bell Potter Analyst Outlook & Top Stock Picks for 2018

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

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Three Agricultural FMCG stocks for 2018

Bell Potter

The agricultural FMCG sector encompasses a group of ~35 stocks covering a diverse set of commodities. Earnings in the sector are highly volatile and subject to short term changes in weather patterns and commodity values which are often dependent on global trends. Show More

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The Aussie food stocks best leveraged to China

Livewire Equities

Select Equities recently published a deep dive on the ASX stocks best leveraged to surging Chinese demand for Australian products, and also the key trends in the three different routes to the Chinese market, including the all-important Daigou channel. Show More

15 wires that captured your attention

Alex Cowie

Livewire strives to give readers unparalleled access to expert investment ideas so that they can be more informed and achieve better investment outcomes. Here is a distillation of 15 such wires that really captured your attention this quarter. Show More

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

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Top Stock Picks for FY18

Bell Potter

In this report, our analyst team share their top stock picks for FY18, and also provide their sector outlook. On Financials, TS Lim reports that "There is something for everyone in Show More