[BUY] Breville Group (ASX: BRG) – The Coffee Fear Is Priced In, The Margin Recovery Is Not
BuyBreville designs and sells premium kitchen appliances, with espresso machines as its anchor category, and earns most of its sales from the...
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[BUY] BlueScope Steel (ASX: BSL) – Capex Peaks and Cash Flow Inflects
BuyBlueScope Steel is an Australian-headquartered global steel producer that makes COLORBOND and TRUECORE building products and runs a steel mini...
[BUY] Aristocrat Leisure (ASX: ALL) – A Billion-Dollar Interactive Path
BuyAristocrat Leisure is a global gaming company that supplies slot games, cabinets and systems to casinos, runs free-to-play mobile games, and...
[BUY] ResMed (ASX: RMD) – Growth Levers in Place for a Re-Rate
BuyResMed is the world's largest maker of devices and masks that treat obstructive sleep apnea, a breathing disorder, and it also sells software...
[BUY] Collins Foods (ASX: CKF) – Qld and WA Exposure Outweighs the Wage Cost Squeeze
BuyCollins Foods is Australia's largest KFC franchisee, also running KFC restaurants in the Netherlands and Germany and the Taco Bell brand in...