Greg Fraser is head of research at Kimber Capital. He has 20 years experience in financial services, having started out as a fund manager in New Zealand and making the transition to stockbroking in 2004.
Recent Commentary
Tatts Group comes out winner
The two major gambling companies have had a tough time in Victoria. Tatts looks like the winner in both the compensation battle and the fight to find a new strategy.
Radio gaga – APN success story
Last week news became the news, at least for radio with a successful acquisition by APN News & Media of the rest of its radio interests, as Fairfax continued to struggle with its radio business.
Amcor should be core holding post demerger
Amcor is getting set to demerge its Australasia and Packaging Distribution Division into Orora. But while the new business will be sound, it’s the leaner, stronger Amcor that investors will want to ..
SEEKing the future – a good stock to own
The online employment market is well and truly SEEK’s domain, but the company can still find growth, if it can replicate its local success overseas and in education.
Stock in focus – TPG Telecom
This telecom has been somewhat of a quiet achiever, but stellar results and a plan to take the NBN head on, augur well for this player.
Stock in focus – Rio Tinto
Although the former Prime Minister might have called the end to the mining boom, those in the know are not so fast, which is a good thing for companies like this alchemist.
