Key themes from reporting season
In the latest episode of the Invest it Best podcast, I speak with Senior Analyst within Wilsons Investment Strategy Group, Rob Crookston to discuss the recent reporting season.
Discussion topics;
The 3 key themes from reporting season;
- The resilience of the consumer
- Cost movements: which sectors experienced inflation vs which sectors experienced cost disinflation
- Who has pricing power and successfully passed on costs?
Australian Banks
- The competition for lending & deposits
- CBAs valuation (ASX: CBA)
Retail
- Saving buffers have provided support to consumers but how long can this be sustained?
- Healthcare
- Resmed (ASX: RMD) and investors concerns around weight loss drugs impacting market demand for sleep apnea devices
Real Estate
- Goodman Groups (ASX: GMG) investment in data centres
- Why Rob prefers Goodman Group over NextDC (ASX: NXT)
Building Supplies
- James Hardie's (ASX: JHX) margin expansion due to cost dis-inflation
Packaging
- Destocking of high stock levels post covid providing tail winds for Amcor (ASX: AMC)
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Ted Richards has twice been a Finalist at the Australian Podcast Awards (in the category of ‘Best Business Podcast’) and is a former professional Australian rules footballer who played for the Essendon Football Club and the Sydney Swans in the AFL over a 16 year career. Ted is part of the Private Wealth Advisory team at Wilsons Advisory.
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6 stocks mentioned
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Ted Richards has twice been a Finalist at the Australian Podcast Awards (in the category of ‘Best Business Podcast’) and is a former professional Australian rules footballer who played for the Essendon Football Club and the Sydney Swans in the AFL...
Ted Richards has twice been a Finalist at the Australian Podcast Awards (in the category of ‘Best Business Podcast’) and is a former professional Australian rules footballer who played for the Essendon Football Club and the Sydney Swans in the AFL...
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