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Australian Stock Report distributes a range of research reports and software tools from our partners suited for both active short-term and passive long-term traders. 

Investing Report

The Investing Report from ASR Wealth Advisers is suited for those investors seeking high-conviction capital growth. The report recommends our preferred capital growth stocks that we expect can deliver above market returns. We review the fundamentals of each company and pick businesses which we expect can deliver above average returns on capital derived from obtaining a sustainable competitive advantage. We review the financials of each of our recommended companies to ensure they have enough capital to deliver on managements growth strategy. If the fundamentals for a company change, then we will take the required action to remove a stock from our recommended list and seek to reallocate capital to other opportunities. The recommended list can be used to build a diversified portfolio across the different sectors of the index.


Features

Every Australian Stock Report product subscription comes standard with a variety of added features:

  • Access all current Buy, Hold and Sell recommendations from the Investing Report through the Australian Stock Report Investor Portal and receive live updates through email and text. 
  • Keep up-to-date with the Daily Member Newsletter jam-packed with news, updates, commentary, recommendations and more. 
  • Exclusive Member-Only Investor Webinars each Wednesday and Thursday hosted by Tim Montague-Jones and Clay Carter.
  • BONUS: See how your portfolio is weighted with a Complimentary Portfolio Review from the ASR Wealth Advisers. General Advice Only. 
  • Have a question about the markets or our recommendations? Our dedicated Advisory Service and Client Services team are available by phone or email Monday to Friday 8:30am to 5:30pm. 
THREE YEAR ROLLING RETURN
21%
Returns include dividends and are calculated by assuming a AU$20k investment in all active recommendations with transaction costs of 0.07% ($14.25). The returns are then weighted based on the time of the active recommendation, with longer recommendations having more weighting on total returns. No interest or tax implications are considered.
for 12 months

Buy Report

$1497

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Contact Detail

ASR WEALTH ADVISERS
Tim Montague-Jones
Head of Australian Equities Research
Tim Montague-Jones has over 20 years of investment management experience working in the financial markets. Previous experience includes a ten year stint at Morningstar as a Senior Equity Analyst/Portfolio Manager, founding the Morningstar Growth Portfolio and a founding member of their Investment Committee. Tim was also a Senior Equity Analyst for Macquarie Group and a member of the winning team to obtain the 2016 LONSEC Fund Manager of the Year award.

What Our Clients Say About Us

I have been a member of the Australian Stock Report and Macrovue services for some 6 months and have to say how happy I am with the level of customer service and support that I have received from the team. They have been attentive, patient and extremely supportive and follow up any queries I have. I cannot fault the level of service I have received. The Halo and Macrovue tools are great to use as a resource to initially research stocks and review your portfolio on an ongoing basis. Overall I have absolutely no regrets having made the commitment to the services and use them now as my go to tools for investing purposes.

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Doug C

Australian Stock Report Member

Loving Halo, share investment is my livelihood, couldn't do it without the forward forecasts and the analysts insights that I secure from Halo, the big plus it goes well beyond the ASX top 200 companies. I should put in a shout out for Mark in the support team, always willing to assist.

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Peter S

Australian Stock Report Member

Investing Report Closed Position Performance

Symbol
LLC
NWL
CWY
SSM
TWE
BLK
A2M
MYX
CPU
LNK
OSH
PMV
ING
FMG
SGR
TGR
ANN
SGM
ASG
BVS
ALU
APX
ALL
CSR
GEM
ORG
WES
IAG
SEK
MMS
JBH
PTM
WSA
RFG
SHV
QAN
DNA
JHX
OFX
SGH
SHJ
CLH
CSL
BEN
CQR
API
SAR
CWN
TGA
IPL
IFM
MND
NHF
name
Sector
Size
Volatility
Featured
Exit Date
Entry Price
Exit Price
Dividends
Returns
Lendlease Group
Real Estate
Large
Medium
5 Jun 2013
23 Dec 2019
9.55
18.0
0
88.5%
Netwealth Group Ltd
Other Finance
Mid
High
17 Sep 2018
25 Oct 2019
8.19
9.0
0.135
11.5%
Cleanaway Waste Mgt Ltd
Industrials
Large
Very High
20 Dec 2018
25 Oct 2019
1.71
1.85
0.039
10.5%
Service stream Ltd
Industrials
Mid
Very High
6 Oct 2017
25 Oct 2019
1.47
2.57
0.095
81.3%
Treasury Wine Estates Ltd
Staples
Large
Very High
24 Oct 2016
30 Sep 2019
11.48
18.57
0.4
65.2%
Blackmores Ltd
Healthcare
Mid
Very High
7 Nov 2018
23 Aug 2019
126.00
67.65
0.7
-45.8%
a2 Milk Company Ltd
Staples
Large
Medium
14 Jun 2018
6 Jun 2019
10.65
13.48
0
26.6%
Mayne Pharma Group Ltd
Healthcare
Mid
Very High
14 Sep 2016
23 Aug 2019
1.96
0.53
0
-73.0%
Computershare Ltd
Technology
Large
Low
3 May 2013
4 Jun 2019
9.77
16.7
0
70.9%
Link Administration Holdings Ltd
Industrials
Large
High
17 Jan 2018
31 May 2019
8.36
6.24
0.125
-23.9%
Oil Search Ltd
Energy
Large
Medium
11 Jan 2017
30 May 2019
7.40
7.13
0.073
-2.7%
Premier Investments Ltd
Discretionary
Large
Medium
21 Sep 2015
30 May 2019
12.92
17.28
0.37
36.6%
Inghams Group Ltd
Staples
Mid
Medium
14 Dec 2016
8 Apr 2019
3.12
4.21
0.178
40.6%
Fortescue Metals Group Ltd
Mining
Large
Medium
11 Jul 2017
21 Mar 2019
5.23
6.51
1
43.6%
Star Entertainment Group Ltd
Discretionary
Large
Medium
13 Feb 2017
21 Mar 2019
5.02
4.28
0.205
-10.7%
Tassal Group Ltd
Staples
Mid
High
5 May 2017
21 Mar 2019
4.46
4.93
0.18
14.6%
Ansell Ltd
Staples
Mid
High
5 May 2017
21 Mar 2019
4.46
4.93
0.18
14.6%
Sims Metals Mgt Ltd
Construction
Mid
Medium
9 Jun 2017
21 Jan 2019
13.77
9.05
0.25
-32.5%
Autosport Group Ltd
Discretionary
Small
High
6 Oct 2017
26 Oct 2018
2.40
1.2
0.03
-48.8%
Bravura Solutions Ltd
Technology
Mid
Very High
9 March 2018
10 Oct 2018
2.42
4.1
0.103
73.7%
Altium Ltd
Technology
Large
High
13 Feb 2017
10 Oct 2018
8.23
24.05
-0.38
187.6%
Appen Ltd
Technology
Mid
High
29 Mar 2018
9 Oct 2018
8.89
12.5
0.04
41.1%
Aristocrat Leisure Ltd
Technology
Large
Medium
14 Dec 2016
8 Oct 2018
14.89
27.49
0.34
86.9%
CSR Ltd
Industrials
Mid
Medium
4 Jun 2015
31 Aug 2018
3.99
4.31
0.04
9.0%
G8 Education Ltd
Discretionary
Mid
Medium
28 May 2014
31 Aug 2018
4.63
2.06
0.107
-53.2%
Origin Energy Ltd
Energy
Large
Medium
9 Feb 2018
31 Aug 2018
8.41
7.95
0.3
-1.9%
Wesfarmers Ltd
Staples
Large
Low
10 Jun 2015
9 Feb 2018
41.49
40.77
1.53
2.0%
Insurance Australia Group Ltd
Other Finance
Large
Medium
13 May 2014
8 Dec 2017
5.82
7.16
0.3
28.2%
Seek Ltd
Discretionary
Large
Medium
27 Feb 2015
10 Nov 2017
16.10
18.99
0.22
19.3%
Mcmillan Shakespeare Ltd
Other Finance
Mid
Medium
2 Apr 2014
10 Nov 2017
9.70
16.39
0.74
76.6%
JB Hi-Fi Ltd
Discretionary
Large
High
12 Apr 2017
12 Sep 2017
25.12
23.14
1.5
-1.9%
Platinium Asset Mgt Ltd
Other Finance
Mid
High
13 Jan 2017
11 Aug 2017
5.17
5.48
0.27
11.2%
Western Area Ltd
Mining
Mid
High
22 Aug 2016
12 Jul 2017
3.22
2.14
0.03
-32.6%
Retail Food Group Ltd
Discretionary
Small
High
28 Nov 2014
12 Jul 2017
5.65
4.42
0.15
19.1%
Select Harvest Ltd
Staples
Mid
High
28 Jul 2014
12 Jul 2017
5.48
4.94
0.2
-6.2%
Qantas Airways Ltd
Industrials
Large
High
24 Nov 2015
9 Jun 2017
3.72
5.25
0.265
48.3%
Donaco International Ltd
Discretionary
Micro
Very High
28 Aug 2014
12 Apr 2017
0.940
0.42
0.005
-54.8%
James Hardie Industries PLC
Construction
Large
Low
10 Jun 2014
12 Apr 2017
14.19
21.25
0.146
50.8%
OFX Group Ltd
Other Finance
Small
High
17 Apr 2015
12 Apr 2017
2.40
1.5
0.023
-36.5%
Slater & Gordon Ltd
Industrials
Small
Very High
17 Apr 2015
12 Apr 2017
6.99
0.11
4.876
-28.7%
Shine Corporate Ltd
Discretionary
Small
Medium
1 Oct 2014
12 Apr 2017
2.60
0.5
0.025
-79.8%
Collection House Ltd
Banks
Small
Medium
4 Mar 2014
23 Sep 2015
1.84
2.4
0
30.4%
CSL Ltd
Healthcare
Large
Low
4 Feb 2014
14 May 2015
68.50
87.76
0
28.1%
Bendigo and Adelaide Bank Ltd
Bank
Large
Medium
29 Apr 2014
27 Feb 2015
11.59
18.78
0.66
16%
Charter Hall Retail REIT
Real Estate
Mid
Low
26 May 2014
13 Feb 2015
3.95
4.36
0
14.1%
Australian Pharmaceutical Industries Ltd
Healthcare
Mid
Low
7 Aug 2014
30 Jan 2015
0.610
0.92
0.04
57.4%
Saracen Mineral Holdings Ltd
Mining
Large
High
4 Aug 2014
11 Nov 2014
0.460
0.215
0
-53.3%
Crown Resort Ltd
Discretionary
Large
Medium
10 Mar 2014
5 Nov 2014
17.79
14.33
0
-19.4%
Thorn Group Ltd
Other Finance
Micro
Very High
24 Mar 2014
16 Oct 2014
2.08
2.43
0
16.8%
Incitec Pivot Ltd
Industrials
Large
Medium
17 Feb 2014
26 Sep 2014
3.06
2.79
0
-8.8%
Infomedia Ltd
Technology
Mid
Medium
25 Feb 2014
22 Aug 2014
0.770
0.975
0
26.6%
Monadelphous Group Ltd
Industrials
Mid
High
4 Feb 2014
22 Aug 2014
15.10
16.18
0
7.2%
NIB Holdings Ltd
Other Finance
Mid
High
11 Feb 2014
23 Jun 2014
2.54
3.14
0
23.6%

We’re here to help

Need to speak to someone about companies or investing? Our knowledgeable team is on hand to assist

FAQ

Who produces the Investing Report?

The Investing Report is produced by the ASR Wealth Equities Research team led by Tim Montague-Jones. Tim has over 20 years of investment management experience working in the financial markets. Previous experience includes a ten year stint at Morningstar as a Senior Equity Analyst/Portfolio Manager, founding the Morningstar Growth Portfolio and a founding member of their Investment Committee. Tim was also a Senior Equity Analyst for Macquarie Group and a member of the winning team to obtain the 2016 LONSEC Fund Manager of the Year award.

Will I get someone to speak to if I subscribe to this report?
Yes. The ASR Wealth Advisers are available by email or phone from 8:30am to 5:30pm AEDT. You can email us at invest@australianstockreport.com.au call us on 1300 720 292.
How long does the Investing Report usually hold a position for?
The Investing Report is suited for mid to long-term investors who are looking for steady capital growth. Ideally, we look to buy and hold positions indefinitely and only sell if and when the company no longer represents good value.
How often are new companies added or removed from the Investing Report?
Due to the long-term nature of the Investing Report, we aim to have a low turn over of companies. We review the portfolio each month and when an opportunity arises to add a new company or to remove a current company we will notify you by email.