Patrick Poke

At today’s WAM Funds presentation, Chief Investment Officer, Chris Stott, shared some of the key themes and holdings from their current portfolio. He covers their views on the Australian economy, mining services, and retail. He also discusses a company that hadn’t received a visit from an analyst in two years. Show More

Chad Slater

Want to make a small fortune? Start with a large one and invest in an airline. There are no shortages of jokes about the remarkable ability of the sector to destroy shareholder value. Even the great man himself (Warren Buffet), managed to lose money in airlines with his investment into... Show More

FIIG Securities

While there are many sections of the economy which are hopeful for a rebound in oil prices, companies where fuel costs make up a significant proportion of expenses are experiencing a strong growth in earnings in a low oil environment. The airline sector has been a clear beneficiary of the... Show More

Bennelong Funds Management

Jeremy Bendeich, Chief Investment Officer and Portfolio Manager of Avoca says: "We see good potential for inbound tourism plays as the Australian dollar falls. However, finding quality plays at reasonable prices is difficult. Much of Australia’s tourism infrastructure is cum-capex. Also, most of Australia’s unique and protected tourism assets –... Show More