Reports

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Thursday Edition, 19 January 2023
Paul Rickard

Questions of the Week

Paul Rickard · January 19, 2023

Should I stay long ‘materials’ such as BHP, or take my profit? If there is a big short position, should I be concerned? Has ANZ’s stock code changed? Are the stockbroking analysts bullish on CSL?

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Monday Edition, 16 January 2023
Paul Rickard

Our portfolios for 2023

Paul Rickard · January 16, 2023

We’ve made some minor changes to our portfolios to take into account the dominant investment themes we expect to apply, and we’ve also rebalanced our portfolios.

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James Dunn

4 takeover targets for this year

James Dunn · January 16, 2023

Takeovers aren’t easy to predict, but here are four situations where I think an acquisitive move wouldn’t be at all surprising.

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