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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

  • Access to 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 Stock Review Session 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. 
for 12 months

Buy Report

$2924

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 ten years 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.

Investing Report Closed Position Performance

Symbol
NUF
PNI
VUK
PLS
RWC
PBH
FPH
BBN
MFG
ANN
SUL
CSR
JHX
BVS
APX
QAN
EOS
LVT
KGN
BLD
URW
IVC
PTM
QBE
QAN
NAN
LLC
name
Sector
Size
Volatility
Featured
Exit Date
Entry Price
Exit Price
Dividends
Returns
Nufarm Limited
Industrials
Mid
Very High
2 Apr 2019
31 Oct 2022
4.82
5.54
0.08
16.6%
Pinnacle Investment Management Group Limited
Other Finance
Mid
Very High
16 Mar 2018
28 Oct 2022
4.37
7.92
1.015
104.5%
Virgin Money UK
Banks
Large
Very High
28 Jan 2022
27 Oct 2022
3.20
2.41
0.062
-22.7%
Pilbara Minerals Limited
Mining
Large
Very High
16 Feb 2022
14 Oct 2022
3.00
4.78
0
59.3%
Reliance Worldwide Corp. Ltd.
Industrials
Mid
Very High
26 Mar 2021
14 Sep 2022
4.54
3.61
0.204
-16.0%
PointBet Holdings Ltd.
Discretionary
Mid
Very High
1 Sep 2021
7 Sep 2022
10.62
2.2
0
-79.3%
Fisher & Paykel Healthcare Corporation Limited
Healthcare
Large
High
26 Mar 2020
12 Aug 2022
27.36
18.84
1.262
-26.5%
Baby Bunting Group Ltd.
Discretionary
Small
Very High
10 Jul 2019
9 Aug 2022
2.19
4.88
0.363
139.4%
Magellan Financial Group Ltd
Other Finance
Mid
Very High
6 Aug 2015
8 Aug 2022
18.46
14.46
10.686
36.2%
Ansell Limited
Discretionary
Large
Medium
26 Mar 2020
5 Aug 2022
23.92
27.74
1.731
23.2%
Super Retail Group Limited
Discretionary
Mid
High
20 Oct 2020
5 Aug 2022
12.06
10.4
1.15
-4.2%
CSR Limited
Industrials
Mid
High
20 Apr 2021
4 Aug 2022
6.07
4.61
0.555
-14.9%
James Hardie Industries PLC
Construction
Large
Very High
10 Nov 2017
4 Aug 2022
20.76
35.61
2.825
85.1%
Bravura Solutions Limited
Technology
Small
Very High
9 Mar 2018
18 Mar 2022
2.42
1.665
0.379
-15.5%
Appen Ltd.
Technology
Small
Very High
15 Jan 2019
18 Mar 2022
14.25
7.125
0.33
-47.7%
Qantas Airways Limited
Industrials
Large
High
25 Nov 2020
7 Mar 2022
5.57
4.53
0
-18.7%
Electro Optic Systems Holdings Limited
Industrials
Micro
Very High
31 Aug 2020
5 Oct 2021
5.56
3.45
0
-37.9%
LiveTiles Limited
Technology
Micro
Very High
10 Sep 2018
1 Oct 2021
0.560
0.13
0
-76.8%
Kogan.com Ltd.
Discretionary
Small
Very High
5 Sep 2018
1 Jun 2021
6.18
10.2
0.513
73.3%
Boral Limited
Construction
Large
High
13 Feb 2017
20 Apr 2021
6.09
6.04
0.865
13.4%
Unibail-Rodamco-Westfield
Real Estate
Large
Very High
23 Sep 2019
25 Nov 2020
10.46
5.16
0.487
-46.0%
Invocare Limited
Discretionary
Mid
Medium
17 Jan 2018
24 Sep 2020
15.60
9.81
1.11
-30.0%
Platinum Asset Management Ltd
Other Finance
Mid
High
13 Sep 2018
22 Sep 2020
5.06
3.16
0.51
-27.5%
QBE Insurance Group Limited
Other Finance
Large
Medium
27 Jul 2012
1 Sep 2020
13.78
10.61
3.55
2.8%
Qantas Airways Limited
Industrials
Large
High
28 Feb 2020
7 May 2020
5.50
3.46
0
-37.1%
Nanosonics Limited
Healthcare
Mid
Very High
23 Nov 2016
30 Apr 2020
3.24
6.9
0
113.0%
Lendlease Group
Industrials
Large
High
5 Jun 2013
23 Dec 2019
9.55
18.0
3.82
128.5%

Australian Stock Report Pty Ltd ABN 94 106 863 978 (ASR) is the distributor of research reports prepared and issued by Atlantic Pacific Securities Pty Limited trading as ASR Wealth Advisers ABN 72 135 187 085 (“ASRW”) ASRW is a Corporate Authorised Representative (AR No. 339207) of Trilogy Group Australia Pty Ltd ABN 80 078 111 654 AFSL 218770. ASR and ASRW are part of Amalgamated Australian Investment Group Limited ABN 81 140 208 288.

All information contained on this webpage is of general nature only; it is not intended or to be construed as an offer, solicitation or recommendation for any financial product and does not take into account your financial situation, objectives or needs. Before acting on the information provided in this communication you should consider whether it is appropriate for you in light of your personal circumstances. Where applicable, you should obtain and consider a Product Disclosure Statement, prospectus or other relevant disclosure material and seek professional investment advice prior to making any decision to acquire or dispose of a financial product. Investing in financial markets and instruments involves risks, including loss of some or all capital. The payment of income and the return of capital are not guaranteed. Past performance is not an indicator of future performance. To the extent permitted by law, ASR and its related entities do not make any warranties as to the accuracy or completeness of any information on this webpage that has been obtained from a third-party source. 

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.