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COMPANY

BetaShares ASX200 IT ETF (ATEC) (ATEC)

Neither
BetaShares ASX200 IT ETF (ATEC) is an ETF incorporated in Australia that aims to track the performance of the ASX200 Technology Index (before fees and expenses). The Index provides exposure to leading ASX-listed companies in a range of tech-related market segments such as information technology, consumer electronics, online retail and medical technology.
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Income Report: Asset allocation framework when targeting income
COMPANY

National Australia Bank (NAB) (NAB)

Bullish
National Australia Bank (NAB) is an international banking group which operates in Australia, New Zealand, Europe, Asia and the United States. The Group offers banking services, credit and access card facilities, leasing, housing and general finance, international and investment banking, wealth and funds management, life insurance and custodian, trustee and nominee services. Like the rest in the sector, the next few years should be better than the last few.
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COMPANY

Centuria Capital Group (CNI) (CNI )

Neither
Centuria Capital Group (CNI) is an Australasian funds manager of real estate and investment bonds. The  Company's assets span across commercial office, industrial, and healthcare sectors throughout  Australia and New Zealand. Centuria manages real estate fund types such as listed, unlisted fixed- term, and open-ended funds sourcing capital from listed, wholesale, and retail equity.
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COMPANY

YETI Holdings (YETI US) (YETI US)

Bullish
YETI Holdings, Inc. is a designer, retailer, and distributor of outdoor products. The Company's product portfolio is comprised of three categories: Coolers & Equipment; Drinkware, and Other. Its Coolers & Equipment family is comprised of hard coolers, soft coolers, cargo, bags, outdoor living, and associated accessories. It offers five product ranges within its hard cooler category: YETI Tundra, YETI Roadie, Tundra Haul, YETI TANK and YETI Silo 6G. The Hopper soft cooler product line includes Hopper M30, Hopper BackFlip, Hopper Flip, Daytrip Lunch Bag and Daytrip Lunch Box. Its Drinkware product family consists of Rambler Colster, Rambler Lowball, Rambler Wine Tumbler, Rambler Stackable Pints, Rambler Mugs, Rambler Tumblers, Rambler Bottles, and Rambler Jug. In Other products, it offers an array of YETI-branded gear, such as hats, shirts, bottle openers and ice substitutes. It operates in the Unites States, Canada, Australia, New Zealand, Europe, Hong Kong, China, Singapore and Japan.
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COMPANY

Dicker Data (DDR) (DDR)

Neither
Dicker Data Limited is an Australia-based technology hardware, software and cloud distributor. The Company operates through two segments: Australian and New Zealand operations. It provides a range of solutions, which include access and surveillance, accessories, backup and recovery, business applications, business monitors, cloud, components, data center, data management, desktops, gaming, Internet of Things (IoT), networking, notebooks, peripherals, printers, pro AV and displays, power solutions, remote working, scanners and mobility, security, uninterruptible power supply (UPS), workstations, storage, servers, and video conferencing. The Company distributes a portfolio of products from the technology vendors, including Cisco, Citrix, Dell Technologies, Hewlett Packard Enterprise, HP, Lenovo, Microsoft and other brands. Its subsidiaries include Express Data Holdings Pty Ltd, Dicker Data Financial Services Pty Ltd, Dicker Data GP Pty Ltd, Dicker Data New Zealand Ltd and Exeed Ltd.
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COMPANY

Harvey Norman (HVN) (HVN)

Neither
Electrical, furniture and bedding retail giant, Harvey Norman, comprises bricks-and-mortar stores (owned and operated in Australia by independent franchisees) and its multi-award winning online operations, which launched in 2011. Established in the early 1960s as a sole electrical appliance store located in Sydney, Harvey Norman now boasts almost 300 stores globally, including New Zealand, Asia, the UK and Europe. Chairman Gerry Harvey is a well-recognised Australian businessman and go-to source for media seeking commentary about the country’s economic, business and social issues. The retailer is known for its favourable customer credit terms, customer service and the iconic ‘Go, Harvey Norman, Go!’ marketing jingle.
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COMPANY

BHP Group (BHP) (BHP)

Bullish
BHP Group (BHP) operates as an international resources company. The Company explores and mines minerals such as coal, iron ore, gold, titanium, ferroalloys, nickel, and copper properties, as well as offers petroleum exploration, production, and refining services. BHP Group serves customers worldwide.
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COMPANY

Rio Tinto (RIO) (RIO)

Bullish
Rio Tinto (RIO) owns and manages a number of mining projects. It primarily profits in iron ore, but also has interests in aluminium, copper, gold, uranium, diamonds, zircon and several other minerals. 
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COMPANY

Fortescue Metals (FMG) (FMG)

Bullish
Fortescue Metals (FMG) is Australia's third-largest miner (behind Rio Tinto and BHP Billiton) and has more than 1 billion tons of iron ore reserves. It began production in 2008 and is one of the worlds best Iron Ore companies. 
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COMPANY

Westpac Bank (WBC) (WBC)

Bullish
Westpac stands as Australia’s first bank, having started life in 1817 as the Bank of New South Wales. Since then, it has grown to become one of the country’s ‘Big Four’ (servicing more than 13-million customers) and one of the largest banks in New Zealand. These two countries remain Westpac’s primary focus (indeed - it is rolling back some of its global interests as part of a simplification process). Its offering spans business, institutional and consumer banking. However, the bank now also provides a suite of financial management and wealth building services, which complement the company’s goal to help its customers succeed. Westpac aims to ‘back a stronger Australia’ and to that end has set out a 2021- 2023 Sustainability Strategy.
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westpac
COMPANY

Ive Group (IGL) (IGL)

Bullish
IVE Group Australia (IGL) creates, designs, produces, and manages tailored communications solutions. The Company offers commercial printing services for marketing communications, brochures, flyers, booklets, large format banners, and retail and point-of-sale solutions. IVE Group provides point-of-sale and product display systems, signage, posters, and banners.
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COMPANY

Bravura Solutions (BVS) (BVS)

Neither
Bravura Solutions (BVS) provides wealth management applications software to the pension, investment management, and life insurance industries. The Company offers consulting, applications development and implementation, maintenance, support, training, and business process outsourcing services. Bravura Solutions serves customers worldwide.
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Income Report: Asset allocation framework when targeting income
COMPANY

Salesforce Inc (CRM US) (CRM US)

Bullish
Salesforce, Inc. is a provider of customer relationship management (CRM) technology. The Company's Customer 360 platform spans sales, service, marketing, commerce, collaboration, integration, artificial intelligence, analytics, automation, and others. It connects customer data across systems, applications and devices to create a complete view of customers. The Company also enables third parties to use its platform and developer tools to create additional functionality and applications that run on the Company’s platform. Its customers use its sales offering to store data, monitor leads and progress, forecast opportunities, gain insights through analytics and relationship intelligence and deliver quotes, contracts and invoices. Its service offering helps to connect its service agents with customers across any touchpoint. It helps customers to resolve routine issues with predictions and recommendations. The Company offers its services to businesses worldwide on a subscription basis.
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COMPANY

Telstra Group (TLS) (TLS)

Bullish
Undoubtedly one of the most recognised businesses in Australia, Telstra is the country’s leading telecommunications and technology company. With 18.8-million retail mobile services, 3.8-million retail fixed bundles and 960,000 retail fixed standalone voice services, this is Australia’s largest mobile network service provider. Telstra is an active contributor to nationwide community programmes, volunteer services, environmental causes and more. Although the company’s heritage is proudly Australian, this global tech giant has a significant worldwide presence, most particularly across the Asia-Pacific, with over 3,500 staff employed in 20 countries overseas who provide services to the business community, government sectors and carrier companies.
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COMPANY

Xero Ltd (XRO) (XRO)

Bullish
Xero (XRO) offers an online accounting system. The software features bank transaction importing, a cashbook, a general ledger, invoicing, accounts receivable, accounts payable, financial reporting, and management of expense claims.
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COMPANY

Peabody Energy (BTU US) (BTU US)

Neither
Peabody Energy Corporation is a producer of metallurgical and thermal coal. The Company’s segments include Seaborne Thermal Mining, Seaborne Metallurgical Mining, Powder River Basin Mining and Other United States (U.S.) Thermal Mining. The Company’s Seaborne Thermal Mining segment consists of mines in New South Wales, Australia. Its Seaborne Metallurgical Mining segment consists of mines in Queensland, Australia, one in New South Wales, Australia and one in Alabama, the United States. The Company’s Powder River Basin Mining segment consists of its mines in Wyoming. Its Other U.S. Thermal Mining segment includes operations that reflect the aggregation of its Illinois, Indiana, New Mexico and Colorado mining operations. The Company owns interests in over 17 coal mining operations located in the United States and Australia. It markets and brokers coal from other coal producers, both as principal and agent, and trades coal and freight-related contracts.
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COMPANY

Yancoal Australia (YAL) (YAL)

Bullish
Yancoal Australia Ltd is an Australia-based company, which is engaged in producing and developing open cut and underground coal mines in the global seaborne market. The Company operates a diversified portfolio of assets consisting of both large-scale open cut and underground mines comprising of six coal mine complexes in Australia. Its coal mining operations produce a mix of thermal, semi-soft coking, and pulverized coal injection (PCI) coals, together with mid-to-high ash thermal coals. Its thermal coal is primarily used in electricity generation and its end users are typically power and utilities companies. The Company' New South Wales mines include Moolarben, Hunter Valley Operations, Mount Thorley Warkworth, Stratford-Duralie, Ashton, Austar and Donaldson. Its Queensland mines include Yarrabee and the Middlemount Joint Venture. Its Queensland mines include Yarrabee and the Middlemount Joint Venture. The Company also manages the Cameby Downs and Premier coal mines in Queensland.
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