JBH & The Good Guys: How About a Toaster & Kettle as a Wedding Present?
We all knew these two would end up together eventually. How did it take them this long to tie the knot?JB Hi-Fi is in a trading halt as a result of...
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JBH & The Good Guys: Animal Spirits - More Crouching Tiger, Less Fluffy Bunny
Edgware called for some animal spirits from JB Hi-Fi in its pursuit of The Good Guys. It is a once in a generation opportunity to reshape the...
208 Views
Model Portfolio Monthly Update - Retain Strong Defensive Bias
Following a strong start in its first live month, Evidente's model portfolio under-performed in the month of August, falling by -3.0%, well below...
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Australian Discretionary Retailers Defy Record Low Wage Growth - Retain Overweight
Over the past 18 months, Evidente has recommended that Australian focussed investors have an overweight bet in discretionary retailers,...
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Retain Defensive Bias as the Reluctant Rate Cutter Likely to Deliver More Stimulus
Interbank Cash Rate Futures point to a 65% probability that the RBA will cut the Overnight Cash Rate (OCR) by 25 basis points to 1.5% on...
210 Views