It is a useful strategy for investors to have a watchlist, as discussed in our Megatrend framework. We tend to have 40-50 stocks that we will be watching in detail that we feel may be suitable at the right time. So... when is the right time? Show More
The pitch goes something like this: ‘People won’t stop getting sick in a downturn and operating earnings have risen for 20 consecutive years. Ramsay Health Care is recession proof. BUY’. Show More
In this episode of Buy Hold Sell we ask our panel to discuss 5 stocks that exceeded investor expectations in reporting season. The shares in Medibank had been on a slippery slide until the recent result, which shocked investors resulting in a sharp turnaround. Investors responded positively to what management... Show More