Shares in retail real estate investment trust (REIT), Vicinity Centres (ASX:VCX), rallied in July, supported by an upward revaluation of its property portfolio and the announcement of a share buy-back. Show More
roger walling
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
Shares in toll road asset manager, Macquarie Atlas Roads (ASX:MQA), performed strongly during May. Show More
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
Boral shares (ASX:BLD) rose again last month as investors continue to focus on the fundamentals of the US-based Headwaters acquisition. Show More
Caltex (ASX:CTX) shares added value in May as investors began to revisit this name. Show More
Shares in IT company, Computershare Limited (CPU, +4.8%), rose during the month following a positive investor briefing. Highlights of the briefing were the continued progress in CPU’s mortgage service businesses in both the US and UK, in addition to the potential for task automation. Show More
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
Shares of gaming company, Aristocrat Leisure (ASX:ALL), rallied after management upgraded profit growth for the coming year to between 20-30% at the AGM in late February. Show More
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
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
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
Blood plasma producer, CSL (ASX:CSL), upgraded its profit forecasts in January and it is now targeting 18-20% profit growth in constant currency for FY17. Show More
Energy company, Origin Energy (ASX:ORG), added value in January, with the stock up 73% from its level a year ago. We see several drivers for the recent outperformance, including: Show More