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
Stock in focus – Wesfarmers
More progress at Coles has helped Wesfarmers post a very good profit in 2013 and allowed the company to share some of the gains through a higher dividend and a capital return of 50 cents per share.
Stock in Focus – Amcor
The packaging company will split its operations along Australasian and global lines. The two new companies could both be good additions to a portfolio but for different reasons.
Stock in focus – Telstra
The telecommunications giant has plenty of factors stacking up in its favour, not least of which is the growth in the use of smart phones.
Stock in focus – Why Fortescue Metals is a buy
The rumours of the demise of the mining boom have been greatly exaggerated, according to head of research at Kimber Capital, Greg Fraser. Here he explains why Fortescue Metals will still prosper.
Stock in focus – the Cinderella story of new News Corp
The split of News Corp has created some questions around both sides of the business, but there are some good reasons why the “new News” isn’t old news.
Is Fairfax Media’s fate akin to that of the Ford Falcon?
As much as Fairfax might try to transform from a print business to digital, the hard road it has been traversing will continue for some time. Will it go the way of the Ford Falcon?
