CROWN RESORTS - PACKER GOES ALL IN

CROWN RESORTS - PACKER GOES ALL IN

Shares in Crown Resorts have sky rocketed today on news that James Packer, Australia’s third-richest man, is in talks to return some of his casino assets back to private ownership. CWN shares are currently up 14% on the day. ATM had highlighted in its pre

Air New Zealand – AIR is Flying High

Air New Zealand – AIR is Flying High

AIR’s performance has been driven by growth in its passenger capacity, operating efficiencies and the New Zealand tourism sector…

A2 Milk – Moooving Higher

A2 Milk – Moooving Higher

Given a2 milks outstanding business potential, ATM 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 Limited – The Dividend Dilemma

BHP Limited – The Dividend Dilemma

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

Treasury Wine Estates - A Fine Vintage

Treasury Wine Estates - A Fine Vintage

Given Treasury Wines exceptional exposure to two ATM core thematics (Allying Aussie & Dinning Boom), it was added to ATM’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

A Merry Christmas For Retailers?

A Merry Christmas For Retailers?

It appears that the interest rate cuts from the Reserve Bank of Australia and New Zealand are finally starting to take effect on the wider economy. This bodes well for the retail space which should benefit from consumers having more discretionary income f