Recent Commentary
Professional’s Pick – Telstra
Telstra’s share price has dropped and the market has priced in a cut in its dividend, so is it time for another look at Telstra? Sean Fenton sees value in the company.
Professional’s Pick – CYBG Plc – Clydesdale Bank (CYB)
Clydesdale Bank has been ignored recently on Brexit fears, but there could be upside if the British Pound stabilises.
Professional’s Pick – Sirtex Medical (SRX)
With strong earnings expected, this could be a company to watch.
Professional’s Pick – Macquarie Group
This well-managed business is linked well to global economic growth.
Liquid stock: Treasury Wine Estates
A weakening Australian dollar is good news for Treasury Wine Estates, and if that continues, the stock is expected to age well.
Aristocrat Leisure – the sky’s the limit
Tribeca Investment Management has held this company since 2011 and portfolio manager Sean Fenton believes there is still plenty of upside to come.