Pavan Sharma

BHP – Cheap as Chips?

RBNZ preview – To Cut or Not to Cut

At the Moment News: The New Oil Order

Given a2 milks outstanding business potential, added a2 milk to its model portfolio on the 1st September 2015 at a price of AU$0.64. Its share price has now climbed to AU$1.34 in the space of little over 3 months and represents over 109% return to our

BHP is now at its lowest price since 2005. believe the recent sell-off is an overreaction to recent events and at current prices we see longer term value in BHP. has recently added (1 December 2015) BHP to its AU portfolio given the quality of the

Kiwi’s Can’t Fly

Short NZD/USD

Given Treasury Wines exceptional exposure to two core thematics (Allying Aussie & Dinning Boom), it was added to ’s model portfolio on the 1st September 2015 at a price of AU$5.96. Its share price has now climbed to AU$8.26 in the space of little o

Monthly Update