Wilson Asset Management: Reporting season themes and a standout stock

Chris Stott

Portfolio Manager

From our perspective reporting season was OK and there were quite a few interesting themes that emerged. Mining services companies are coming back into favour and we’re seeing these companies significantly deleveraging their balance sheets. It was clear that the protracted election cycle had an impact on discretionary retailers and the fortunes of companies within this sector were quite divergent. The EPS outlook for FY17 has been slightly lowered and company outlook statements remain guarded across the board. This means the upcoming AGM season will again play an important role in assessing how individual companies are performing. In this video I provide my thoughts on the August 2016 reporting period and one stock that delivered an exceptional result.


4 stocks mentioned

Chris Stott
Chris Stott
Portfolio Manager

Chris was the Chief Investment Officer of Wilson Asset Management, having joined the company in 2006. He was also the Portfolio Manager responsible for WAM Capital (ASX:WAM), WAM Research (ASX:WAX), WAM Active (ASX:WAA) and WAM MicroCap (ASX:WMI).

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