ASX:RUL

RPMGLOBAL HOLDINGS LIMITED

Buy Hold Sell
Buy Hold Sell

12 months ago, David Allingham from Eley Griffiths Group and Andrew Smith from Perennial Value Management went head-to-head with their views on 5 microcap stocks. Since then, the smaller end of the market has been buoyant, with the small ords up ~15%, and both managers exceeding this mark by handsome... Show More

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Telstra's plunge stole the limelight this week, but there was one telco at the smaller end that did well for investors. Read on for the results highlights of this stock, and for three other standouts, picked by Simon Shields, Monash Investors; Alex Shevelev, Forager Funds; Andrew Smith, Perennial Value, and... Show More

Andrew Smith

Earnings updates from domestic companies were limited during April and continue to be so in May given the six monthly earnings cycle. However, investors can still draw on the quarterly reports from offshore companies to pick up trends which may influence stocks closer to home. Show More

Buy Hold Sell

Equity markets are marching higher as momentum runs hot, and the resources sector has just delivered an outstanding earnings season. So in this episode of Buy Hold Sell, we go hunting for companies that are leveraged to either stock-market activity, or to mining. Matthew Kidman from Centennial Funds joins two... Show More

Andrew Smith

Runge Pincock Minarco provides software and advisory work for mining companies, and provided a strong earnings update this week. This will see the company produce $3.1m EBITDA for the 1H17, despite higher R&D spend. Given software license sales are usually skewed to the 4th quarter, they are well placed to... Show More