High conviction

Morgans Financial Limited

The constant swirl of macro noise will likely lead to more market gyrations over the next few months. Despite the overall sense of cautiousness, any severe swings will be trading opportunities for companies with sound fundamentals in an otherwise subdued economic backdrop. The pace of earnings growth across the market... Show More

Morgans Financial Limited

Attention turns from global factors to the domestic reporting season this month. Heightened trading volumes indicate many investors are adjusting their portfolios prior to the first opportunity to understand how macro events have affected earnings. Reporting season commentary from management will be a critical factor to frame the outlook for... Show More

James Nicolaou

Since we initiated coverage early this month, the stock has jumped ~14%. The company has a diverse range of capabilities aimed at delivering complete (end-to-end) IT solutions for clients in order for them to reach their business objectives. EPD is a high growth stock and we expect the company to... Show More

James Nicolaou

Mantra Group (MTR) Another property joins the MTR stable→ Post being added to the ASX200 index, MTR has been a strong out-performer in a volatile market. MTR confirmed late last week, that it has further increased its footprint on the Brisbane market having acquired the Management and Letting Rights for... Show More