Transurban Group (TCL) – BUY
Transurban (TCL) again delivered a solid result with toll revenue and operating earnings (EBITDA) up +8.7% and +10.2%,
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Amcor Limited (AMC) – BUY
Amcor (AMC) has announced that it will acquire Bemis (NYSE: BMS) in an all-stock US$6.8bn transaction, which is
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ResMed Inc
RMD’s fourth quarter FY18 (4Q18) results came in line with market expectations, with revenue of US$623.6m +12% above
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Afterpay Touch Group
Afterpay Touch Group (APT) has provided a very strong sales update for the fourth quarter FY18 (4Q18) and
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Nufarm Ltd
Nufarm Ltd (NUF) provided a trading update which in many ways was largely expected by the market given
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Telstra Corp
TLS annual strategy day had a number of new details which warrant some attention. The overarching view is
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Thematic Investing: Uranium – deep value or trap?
The uranium spot price is down 70% (since Jan 2011), with the bear market now in its 7th