ralton

Andrew Stanley

Recent dry weather conditions in the United States have weighed on global agricultural stocks, providing us with an opportunity to add a small position in agricultural specialist Nufarm Ltd (ASX:NUF) as the share price weakened. Show More

Andrew Stanley

Designer and manufacturer of respiratory equipment, Fisher & Paykel Healthcare (ASX:FPH) posted a strong profit result for the FY17 financial year, including a near 20% growth in profit to shareholders, which was well received by investors. These profit figures were somewhat dampened by unusually high legal costs, as Fisher &... Show More

Andrew Stanley

Shares in horticultural company, Costa Group (ASX:CGC), rallied after the company announced both an increase in profit guidance for the current year and a $65m expansion of its mushroom farm at Minarto in South Australia. Show More

Andrew Stanley

Aged-care operator, Japara Healthcare (ASX:JHC), provides exposure to the strong thematic of Australia's ageing population and its need for high acuity care that many Australians will require. Unlike retirement village living, aged care is not a discretionary decision for many. Show More

Andrew Stanley

Caltex has undergone considerable structural change in recent years, with the business shifting from being a capital-intensive refiner, toward a more capital-light operation, focused on fuel retail and marketing, together with a significant operation in fuel distribution. Show More

Andrew Stanley

A rise in electricity prices has been the main driver of AGL's share price with the 'forward curve' for electricity prices rising 30% or more in recent months for most Australian states. This has been driven by expectations of a tight market for electricity as Hazelwood power station is closed. Show More