Month: April 2019
Stock GrainCorp (GNC) $9.50 as at 4/04/2019 Event Grain trader GrainCorp has released a review into the business and commenced plans to demerger the malt distribution business, the MaltCo expected to be listed by years end. Shares traded higher today while the broader market was almost 1% lower. GrainCorp has been in the news plenty […]
Stock Inghams (ING) $4.14 as at 4/04/2019 Event Ingham’s chicken has taken a hit Thursday following a large amount of stock changing hands before the market opened this morning. TPG – the private equity firm, not the telco – has sold another portion of their holding. Over $200m worth of stock traded at $4.28, around […]
US stocks enjoyed their best quarter in almost a decade led by the high flying tech based NASDAQ. While we remain bullish for the months ahead the short-term momentum is implying another pullback may be close at hand: 1 – The ASX200 closed slightly lower last week with only 46% of the index closing up […]
Gold has remained in a relatively tight trading range for over 5-years, our preferred scenario remains a rally above $US 1,400/oz but there’s nothing impulsive about the moves at present. The precious metal complex is enjoying lower rates and a stable $US but lacks inflation / major market worries to ignite any meaningful advance. MM […]
The old ‘Primary Healthcare’ runs medical centres and pathology units and the stock has had an interesting 12 months, cutting earnings guidance and falling substantially but copping a takeover bid along the way , and rallying. 3 key points: Healius have a very good asset base that is not generating the earnings it should. While […]
Australian packaging business the Pact Group (PGH) has fallen more than 50% in the last 12 months. Weak earnings in a business that has high debt levels is not a good combination. However, what if the market is pricing in too much negativity, what if their debt position becomes manageable? 3 key points; PGH is […]
Really bullish, there's more to go in the reflation rally
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