Weekly Reports | Jul 05 2024
Our top ten news from 27 June 2024 to 04 July 2024 (ranked according to popularity).
1 – Collins Foods Looking For M&A Opportunities
Thursday 27 June 2024
FY24 results showed relative resilience, but also slowing sales momentum. With margin improvement unlikely in the short term, management at Collins Foods is focusing on M&A opportunities
2 – Steadfast’s Long March
Tuesday 02 July 2024
Insurance broker Steadfast is taking a measured, longer term approach to domestic and international expansion, organically and inorganically
3 – Rudi’s View: Copper, Lithium, Retailers & TechnologyOne
Thursday 27 June 2024
Updates on strategies, model portfolios, key picks, best buys and conviction calls
4 – Rudi’s View: Met Coal, Banks, GenAi & Buying-The-Dip
Thursday 04 July 2024
Updates on strategies, model portfolios, key picks, best buys and conviction calls
5 – Will Aristocrat Win The US$1bn Jackpot?
Monday 01 July 2024
Last week’s investor briefings saw management at Aristocrat Leisure communicating some aggressive aspirational targets
6 – June In Review: FY24 Another Double Digit Return
Wednesday 03 July 2024
FY24 offered Ai and share market polarisation, but also a double digit return at the index level for the second year in a row
7 – Reece: Stellar Business, Priced For Perfection
Monday 01 July 2024
Analysts praise the Reece business but harbour valuation concerns and sound caution around housing markets in both the US and the A&NZ region
8 – Big Levels Tested For S&P500 & NAS100 Where To From Here?
Thursday 04 July 2024
Pepperstone’s Chris Weston notes the S&P500 hitting 5500 and the Nasdaq100 into 20k are two huge milestone for these well-traded indices, but where to from here?
9 – Is Gold Overvalued Or Is Silver Undervalued?
Tuesday 02 July 2024
The New Criterion’s Tim Boreham highlights the gold/silver ratio has blown out, and the ASX has multiple options available for investors seeking exposure to a potential silver catch-up
10 – Weekly Ratings, Targets, Forecast Changes – 28-06-24
Monday 01 July 2024
Weekly update on stockbroker recommendation, target price, and earnings forecast changes
