CSL Limited (CSL)

09/09/2021 09:33

CSL Ltd (CSL)

A perfect example of growth stocks experiencing pain during a ”Taper Tantrum” unfolded back in 2018 when the likes of CSL Ltd (CSL) and Cochlear (COH) were flying high and the pick of the bunch in many fund managers portfolios but things can & do change very quickly:

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08/09/2021 09:32

CSL Ltd (CSL) $310.25

Sentiment is cyclical which is understandable with so much influence from these dominant human emotions of “Fear & Greed” with CSL typifying what we so often see on the stock level:

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31/08/2021 09:25

The healthcare sector will have varied influences

COVID has clearly provided a strong tailwind for vaccine producers overseas while pathology operators locally have seen a huge boost in demand which has flowed through to strong profits, Healius (HLS) and Sonic (SHL) are examples here.

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20/08/2021 09:21

CSL Ltd (CSL) $302.83

CSL rallied +3.2% yesterday after fully digesting / embracing Wednesdays annual report i.e. NPAT came in at $US2.31bn following a 10% lift in revenue. Guidance came in a touch below analyst expectations but overall its an unquestionably strong result from a company that would rather “under promise and over deliver” – MM likes CSL after its 30% pullback...

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18/08/2021 12:25

CSL $292.62

FY21 Result: A solid FY21 result for CSL booking a ~3% beat at the profit line, a record dividend to boot however guidance of NPAT for FY222 of 2.15bn-2.25bn was below the $2.32bn the market had already pencilled in. CSL down have a history of under promising and over delivering, however the outlook should put a cap on the stocks from here.

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18/08/2021 09:22

Reporting Today (BHP, BXB, COL, DMP, DHG, ABP, BAP, CTD, NWL, OZL, SUL)

A huge session on the reporting front today we’ll work through results throughout the day. Companies reporting today on MM’s radar include: BHP Billiton (BHP): Reported FY21 results overnight that were largely inline, however a lot of moving parts as we discuss below. Brambles (BXB): Reported yesterday afternoon and the earnings were inline with expectations. Underlying profit was $879.3. which was up 10% y/y and a whisker ahead of the $877m expected

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16/06/2021 09:26

CSL Ltd (CSL) $301.72

CSL has already recovered ~25% from its March low but we remain bullish and long in our Flagship Growth Portfolio targeting a break to fresh all-time highs, a “call” which has a couple of major implications in our opinion

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11/06/2021 09:25

CSL Ltd (CSL) $295.21

When a well owned stock that investors simply think ‘can’t go down’ experiences some less positive news flow such was the case with CSL around plasma collection volumes, it’s easy to see why the stock falls which was the case with CSL during 2020.

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06/05/2021 09:25

CSL Ltd (CSL) $277.66

Healthcare heavyweight CSL endorsed our short-term bullish stance towards the defensive Healthcare Sector yesterday by rallying well over 2% to fresh 11-week highs, almost 15% above its mid-March low.

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05/05/2021 17:09

Macquarie Conference today

Temple & Webster (TPW) -5.17%, plenty of recent updates out of TPW so the conference was a chance to pull it all together.

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