Rudi's View | May 09 2024
By Rudi Filapek-Vandyck, Editor
Best Buys & Conviction Calls
As promised in Monday's Weekly Insights, below are the latest Model Portfolio changes observed. But first, let's have a look at Jarden's best ideas among ASX-listed smaller cap companies ("Emerging Companies").
Jarden's Top Pick remains Temple & Webster ((TPW)), regardless of the shares having rallied already.
Other Key Picks are:
-Lovisa Holdings ((LOV))
-Siteminder ((SDR))
-Nick Scali ((NCK))
-Universal Store Holdings ((UNI))
In extension, specific sector analysts have highlighted their specific convictions for:
-Inghams Group ((ING))
-Light & Wonder ((LNW))
-NRW Holdings ((NWH))
-Telix Pharmaceuticals ((TLX))
-Regis Healthcare ((REG))
-National Storage ((NSR))
-Ingenia Communities Group ((INA))
-Karoon Energy ((KAR))
-Capricorn Metals ((CMM))
-Domain Holdings Australia ((DHG))
-Pepper Money ((PPM))
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