Rob Tucker

It is important to find ideas where companies can generate cash flow growth regardless of the macro backdrop. Here we look at five stocks that pass our filters and would look attractive on market weakness. Show More

Andrew Tang

The ASX 200 Accumulation index returned a respectable 15.4% at the close of reporting season, and is poised to return a similar amount over the next 12 months if all goes to plan. Factset consensus forecasts anticipate another year of 7.2% earnings growth at a dividend yield of 4.6% which... Show More

Andrew Tang

In our reporting season preview, we noted that the spread in consensus forecasts was very narrow and the potential for beats and misses versus market expectations was lower than normal. It is this dynamic that foreshadowed many of the results across our coverage universe, where results were mostly in line... Show More

Andrew Tang

Investors are waiting for a circuit-breaker. Stretched valuations limit upside potential for a further re-rating of the market multiple (15.8x 12month forward PE, Industrials ex-Financials at 21.8x) and without clear earnings momentum in either direction the market is likely to remain rangebound. Show More