Consumer Staples
Poultry producer Ingham’s posted a robust maiden first half and brokers suspect prospectus forecasts may be beaten.
Feb 16 2017
Better Outlook For Woolworths Supermarkets
Industry feedback suggests Woolworths supermarkets had a better time than Coles over Christmas. Woolworths has also announced it will divest its petrol stations business to BP.
Jan 23 2017
Can Ingham’s Deliver?
Brokers are crowing about newly listed poultry producer, Ingham’s Group, but concede there are risks investors should be wary of.
Dec 21 2016
Broker Views Diverge On Metcash
Grocery, hardware and liquor wholesaler/retailer Metcash provided plenty for brokers to chew over in its first half results on a wide-ranging outlook for the stock.
Nov 29 2016
Previous Stories
Opportunity in Coke
Nov 06 2012
Michael Gable of Novus Capital believes an opportunity can arise to buy Coca-Cola Amatil at an attractive price.
Wesfarmers On The Cusp?
Oct 31 2012
The Chartist reports price action in Wesfarmers has set the stock up for a sharp move but direction will be determined by what happens next.
Coles And Coal: Why Wesfarmers Is Expensive
Oct 04 2012
Wesfarmers’ success is dominated by Coles, but investors are ignoring coal’s contribution and price slide in valuing the group.
Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes
Aug 20 2012
Weekly update on recommendation, target price, and earnings forecast changes.
Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes
Jul 30 2012
Weekly update on recommendation, target price, and earnings forecast changes.
Getting The WOW Back, Slowly
Jul 24 2012
Woolworths delivered a solid Q4 sales result despite ongoing price deflation but brokers continue to see conditions for the retailer as challenging.
Treasure Chest: Goodman Fielder Takeover Clouded
Jul 23 2012
FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Credit Suisse suggests Wilmar might be playing games with Goodman Fielder, impacting on market valuation.
Top Ten Weekly Recommendation, Target Price, Earnings Forecast Changes
Jul 23 2012
Weekly update on recommendation, target price, and earnings forecast changes.
Household Spending – Back To The Future
Jul 18 2012
With the household credit and asset price bubble now over, households have simply reverted to spending patterns of a generation ago. Meanwhile, retailers may at least be looking at some positive results this earnings season.
Weekly Broker Wrap: Retail, China And A US Drought
Jul 16 2012
Last week brokers remained focused on retail, China and healthcare, while a new topic to watch emerged, the onset of drought in the US.
Analyse The Market From A Different Angle
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