As you all know, we remain bullish US equities, targeting fresh all-time highs with a likely 5-10% further upside. If this view (illustrated below)is correct, there remains some opportunities for buyers with good stock selection and entry levels. The US Memorial Day weekend is basically upon us and not surprisingly,... Show More
Goldman Sachs says a combination of yield + growth (industrial yield) has significantly outperformed a pure high yield strategy in the past 15 years. We ask three fund managers what’s one stock in your universe that best fits the bill of yield + growth and why will it continue to... Show More
We believe that Spotless Group Holdings is well placed to deliver investors a combination of growth and yield given their exposure to the growing demand for outsourcing. Spotless is the leading provider of outsourced facilities services and laundry and linen services with revenues 1.2x higher than its closest peer. Their... Show More
In this month's report, we highlight three stocks: Challenger, Primary Health Care, and Spotless Group, which have two key attributes. Firstly the stock is rated a Buy by the analyst (refer to our latest Research reports), and secondly the company also has an identifiable catalyst to potentially drive an improved... Show More
Anton Tagliaferro remains cautious on IPO's and shares some red-flags investors should watch out for. Many are coming out of Private Equity who don't tend to be overly generous in providing gifts to investors. They're very clever people and what they do well is buy as cheaply as they can... Show More