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‘Invest it Best‘ is a new investing podcast where you will hear from expert analysts, advisers and fund managers. The show will provide you with insight as to their views on the market, what they‘re looking at, and importantly why that matters. ‘Invest it Best‘ is proudly brought to you by Wilsons Advisory - one of Australia‘s leading financial advisory firms.
Episodes
Monday Sep 04, 2023
Monday Sep 04, 2023
On this episode of the Invest it Best podcast host Ted Richards speaks with Wilsons Senior Analyst, Rob Crookston about the latest reporting season. They discuss the following;
- The 3 key themes from this reporting season;
- The resilience of the consumer
- Cost movements: which sectors experienced inflation vs which sectors experienced cost disinflation
- Who has pricing power and successfully passed on costs?
- Banks
- Competition for lending & deposits
- CBAs valuation
- Retail
- Saving buffers have provided support to consumers but how long can this be sustained?
- Healthcare
- Resmed and investors concerns around weight loss drugs impacting market demand for sleep apnea devices
- Real Estate
- Goodman Groups investment in data centres
- Why Rob prefers Goodman Group over NextDC
- Building Supplies
- James Hardie's margin expansion due to cost dis-inflation
- Packaging
- Destocking of high stock levels post covid providing tail winds for Amcor
Links
Rob's reporting season research report can be found here
To request a Wilsons advisor to contact you click here
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
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