PBL backs a winner
Crown Casino's strong performance offset a slower advertising market and a poor showing for the magazine division. While the risk profile has worsened, we still recommend you ACCUMULATE.
Bristile's cyclical downturn
Bristile remains cheap due to the weakness of the construction industry. That's understandable, but we think that this cyclical stock is just too cheap and a good BUY.
Brian McGuigan Wines
Brian McGuigan is continuing with its efforts to build brand with some success outside its home state. With further production expansion on the cards, we think you can continue to ACCUMULATE.
OneSteel rides the cycle
This deeply cyclical stock is not about to turn around anytime soon, but the business is holding its own against adverse conditions for the building industry. HOLD FOR ASSET VALUE.
Austar's struggle
Cashflow-negative media plays have fallen out of favour since last year which has made our enthusiasm look misplaced. Now is the time to SELL.
Fielding the new defensives
After our reassessment of the economic climate in the last issue, we introduce the changes to our defensive portfolio.
Reviewing the defensives
Our defensive portfolio has served us well, but with harder times coming we prepare for a reassessment of the constituent stocks.
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