Reporting season is upon us and as always, it presents another level of risk - but also opportunity. We think risk is more elevated this reporting season given the high valuation of the market and some of the sectors / stocks within it. If you’re a company with a very high multiple that misses expectations this reporting season, you’ll be savaged. Below are the reporting dates for stocks in our portfolio and consensus estimates for most holdings. We think the stocks within our portfolio will be okay, and some may even surprise to the upside. Suncorp (SUN) and CSR (CSR) would be candidates here. If we do see companies we hold miss expectations, we’ll be swift to make a call. As always, SMS & email alerts will provide timely information here.