The jewel in the Crown

Chief Investment Officer and founder of Aitken Investment Management
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As you know, I think the Australian reporting season is going better than expected, with net upgrades to forward analyst estimates being the result of the majority of results.

This is very good news for my bullish view on the ASX200. Earnings (and dividends) being better than forecast, is a key required element of a bull equity market.

The majority of my key stock picks are stocks with headline earnings growth where that growth is under-priced in terms of the current market valuation.

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