A less cautious consumer: Good news for discretionary retailers (finally!)
In a blog post last year, I wrote of the lost decade for discretionary retailers; expected profitability was little changed from ten years...
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MV Australia Equal Weight Index Rebalance Preview: Three Potential Deletions in September
We do not forecast any inclusions but there could be 3 deletions. Just capping changes will lead to one-way turnover of 3.8% and a round-trip trade...
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Rudi's View: Bega Cheese, Cettire, Harvey Norman, Sigma, SiteMinder & More
In today's edition: -Ask FNArena -Review All-Weather Model Portfolio -Recent Updates On Expert Views -Best Buys & Conviction Calls
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NEXTDC Ltd - Rudi's View: Aussie Broadband, oOh!media, Paladin Energy, Seek, Xero & More
Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions
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