16 March 2022
Flight Centre Travel (FLT): Build back better
We have had a change in analyst for Flight Centre Travel Group (FLT) which was last published in Aug’21, resulting in a change to our forecasts and valuation.
7 March 2022
Select Harvests (SHV): Costs on the high side
SHV’s recent AGM comments highlighted continued subdued almond market conditions and more elevated costs than we had previously allowed for.
7 March 2022
A core-satellite approach to investing
In the latest ETF Report we discuss a core-satellite approach to investing and considering future drivers of growth and earnings underpinning business models when future proofing portfolios.