12/12/2024 10:01

Active Growth Portfolio – Amendments

We are amending the Active Growth Portfolio Today

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22/11/2024 09:23

AGL Energy Ltd (AGL) $10.78

We have been reconsidering our AGL position in the MM growth portfolio only since Barrenjoey downgraded the stock a few weeks ago, and the lack of “bounce” has us considering a switch on a more muted growth outlook.

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07/11/2024 09:33

AGL Ltd (AGL) into James Hardie (JHX)

AGL Ltd (AGL)—We have already been reconsidering this position since Barrenjoey's downgrade last week. Combined with interest rates set to be “higher for longer,” this utility attraction has now waned considerably.

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31/10/2024 17:04

AGL Energy (AGL) $10.48

AGL – 6.01% Was hit today on a downgrade from Barrenjoey to underweight from neutral. The move was big because the note from Dale Koenders was original and delved into information that has not been covered by others.

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18/10/2024 09:43

AGL Energy Ltd (AGL ) $11.74

AGL shrugged off yesterday's strong employment data to close up +0.95% and +22.7% year-to-date. Our positive outlook for AGL has not changed; we anticipate strong free cash flow (FCF) as the company transitions towards a broad series of battery and solar development options.

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24/09/2024 09:31

AGL Energy Ltd (AGL) $11.91

AGL has surged over 25% so far in 2024, and considering the current macroeconomic background, we have no interest in fading this move.

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14/08/2024 09:20

AGL Energy (AGL) $10.81

AGL is held across the Active Income and more recently, the Active Growth portfolios, and this morning they reported FY24 results that were a slight beat on FY24 expectations, while the guidance for FY25 was also mildly ahead of expectations.

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08/08/2024 09:47

AGL Energy Ltd (AGL) $10.66

AGL has performed stoically over the last few sessions, as would be expected from a defensive utility stock. Assuming there are no nasty surprises next week, shareholders like ourselves should be rewarded with a reasonable 24cps dividend before the end of August, which will grow in the coming years.

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30/05/2024 09:34

Active Growth Portfolio – Amendments

We are selling a stock for a loss and recycling capital into a new position.

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30/05/2024 09:20

AGL Energy (AGL) $10.31

We have discussed AGL a few times through 2024, and following its recent earnings upgrade, it is a good, high-yielding defensive play, which we believe has solid and growing tailwinds from the energy transition.

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