Latest Commentary




James Packer’s Sydney play is paying off for the company with strong EPS growth forecast for the next three years. Charlie explains why he’s happy to trade off dividends for this kind of growth pe..

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With so much going on in the market, it’s timely to have a look at the star performers. We also single out two contrarian plays of Pengana portfolio manager Rhett Kessler – Resmed and Seven.

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A casual observer might consider Australia’s largest listed travel operator’s nearly 2500 stores a capital liability, but a closer look reveals that this company is a significant retailing innovat..

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