Friday, August 26, 2016
This week many companies released their 2016 reports. We focus in on two big movers. Sirtex Medical gained 12% following a strong result and regained its A1 status. Blackmores fell 23% despite a strong result also retaining its A1 score. Read more to understand why.
Tuesday, October 28, 2014
Despite the “bad news” federal budget, the Master Builders Australia quarterly survey for June 2014 confirms that builder confidence is strong.
It doesn’t matter whether you’re a bricks-and-mortar investor backing the “great Australian dream” or a believer in equities as a wealth-generation mechanism, when it comes to the construction boom, everyone can benefit. A handful of exceptional businesses have substantial exposure to the construction sector. They’re not the builders, they’re the suppliers and manufacturers of goods and services essential to construction activity.
Thursday, May 29, 2014
With confidence in Australia’s building industry at six-year highs, there’s never been a better time to reassess the fortunes of listed stocks significantly exposed to the much-beleaguered construction sector.
If the economic data responsible for driving the construction sector forward is any indicator, the momentum of cautious optimism looks set to continue.
Of the 23 ASX-listed stocks with varying exposure to residential property, just five achieve Skaffold’s preferred A1, A2, B1 and B2 scores for balance sheet quality and business performance. They are Leighton Holdings (LEI), Reece Australia (REH), Finbar Group (FRI), Beacon Lighting Group Ltd (BLX) and Tamawood (TWD).