Bluescope Steel
BlueScope Steel has cut 1H24 EBIT guidance to A$620-670m. We’re buyers within the $15 – $17 price range and expect earnings to recover in 2025.
Coles & Woolworths
Woolworths – 1Q24E Sales Preview – Due 25 October
Coles Group – 1Q24E Sales Preview – Due 26th October
Our preference remains Coles over Woolworths.
Syrah Resources
Hewlett Packard
Hewlett Packard Enterprise Company Common is a recent addition, (added in 2022), to Berkshire Heathaway’s investment portfolio. The Q3 results were on the soft side but overall the HP investment remains an attractive tech exposure with significant upside.
Downer EDI
Santos
Santos remains our preferred oil & gas exposure.
Telstra
We recommend that portfolio investors consider accumulating TLS near the $3.80 support level.
Northern Star
Amcor
Amcor is oversold and we anticipate buying interest to rebuild near the $13.65 level.
The Lottery Corp
The Lottery Corporation is moving towards oversold territory and we suggest adding this to your watchlists.
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Sydney, NSW 2000
1300 614 002
Investor Signals Pty Ltd
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