Rudi’s View: Model Portfolios, Best Ideas & Conviction Calls

Rudi's View | Aug 15 2024

By Rudi Filapek-Vandyck, Editor

Morningstar's Best Equity Ideas for ASX-listed stocks (freshly updated) has seen a few changes.

Gone are AUB Group ((AUB)), Newmont Corp ((NEM)) and Pexa Group ((PXA)). Instead APA Group ((APA)), IGO Ltd ((IGO)) and SiteMinder ((SDR)) have been included.

Three in and three out means the selection still have 14 names:

-APA Group

-ASX Ltd ((ASX))

-Aurizon Holdings ((AZJ))

-Bapcor ((BAP))

-Brambles ((BXB))

-Domino's Pizza ((DMP))

-Dexus ((DXS))

-Endeavour Group ((EDV))

-IGO Ltd

-SiteMinder

-Santos ((STO))

-TPG Telecom ((TPG))

As well as Fineos Corp ((FCL)) and ResMed ((RMD)) and  among international ideas.

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Jarden's select list of Best Ideas among small cap stocks in Australia (ex-ASX100) contains the following 19 stocks:

-AUB Group ((AUB))
-Champion Iron ((CIA))
-Dicker Data ((DDR))
-Domain Holdings Australia ((DHG))
-EVT Ltd ((EVT))
-Ingenia Communities Group ((INA))
-Inghams Group ((ING))
-IPH Ltd ((IPH))
-Karoon Gas ((KAR))
-Light & Wonder ((LNW))
-Lovisa Holdings ((LOV))
-Nick Scali ((NCK))
-NRW Holdings ((NWH))
-National Storage ((NSR))
-Pointsbet Holdings ((PBH))
-Pepper Money ((PPM))
-Telix Pharmaceuticals ((TLX))
-Temple & Webster ((TPW))
-Universal Store Holdings ((UNI))

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Ord Minnett's Buy-rated stocks in the local technology sector are currently: Cosol ((COS)), Dropsuite ((DSE)), Hansen Technologies ((HSN)), Life360 ((360)), Qoria ((QOR)), Seek ((SEK)), Siteminder ((SDR)), and Xero ((XRO)).

The list contains one lonely Sell rating, which is reserved for Pro Medicus ((PME)).