LENDLEASE GROUP
Champion Stocks all have a long term positive thematic, which should drive superior earnings growth and shareholder value over the coming years, notwithstanding inevitable disruptions in the economic and investment environment as well as some corporate stumbles from time to time.Therefore, we are not particularly concerned about the current year’s... Show More
Interest rates around the world, including Australia, have been falling recently. Where conventional wisdom one year ago was for rising rates, now expectations have factored in domestic rate cuts and falling yields over the next 3 years. Aussie 10-year government bonds are at all-time lows standing at 1.75%. This change... Show More
The Australian economy is undoubtedly slowing, which was evident given the number of earnings downgrades and soft results witnessed in the most recent earnings season. And while bottom-up stock pickers try to identify those growth companies poised to rerate based on a catalyst, paying close attention to what is happening... Show More
The negative effects of ALP policies on housing, SMSFs and profit margins are already impacting certain sectors of the market, such as banks, residential property developers, homebuilders and retailers. Show More
It may take a while yet before the general commentariat is willing to accept that dynamics for global equities have now irrevocably changed. However, on my observation, today's equity markets are increasingly showcasing the main characteristics of a bear market. Show More
"We now have the world's only fully automated, end-to-end bricklaying solution, with a massive market waiting for it. We now begin the next exciting phase for the company as we execute our global commercialisation strategy to capitalise on the significant demand for our technology." Show More
Almost 12 months ago, we published an article about the coming boom in Australian infrastructure spending. At the time, a popular chart by Macromonitor (see below) was being passed around among fund managers and economists showing the massive increase in spend over the coming years. Source: Macromonitor While a combination of stock-specific... Show More
After examining all of our analysts’ buy-rated stocks with a market capitalisation above $1.0 billion, we have identified ten of them which we particularly like over the next 12 months or so for private clients: Show More
"Right now, every boardroom of every major restaurant brand is asking their management team, 'What are you going to do about online ordering? What are you going to do about third-party deliveries?... Everyone is growing like gangbusters.” Matt Maloney, CEO, Grubhub Inc Show More
While I'm yet to observe a popular way for governments to tax the masses, Labor's proposals on franking credits has focussed the attention of one very local and agitated demographic in particular: wealthy retirees with the time and inclination to rile the boffins that have suggested such an impost. Show More
