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Pengana Capital

The assumption that Amazon would sweep away all retailers that stand before it resulted in many US retailers being sold down. This hysteria created some interesting opportunities in the retail segment, one of which is Dollar General. Show More

David Walker

Is it time to buy QBE? Not at current prices, in our view, but below $10 the stock would be interesting. The serial disappointer last week downgraded its earnings guidance for the fourth time in the last two years but our valuation was conservative, we don't need to downgrade and... Show More