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Tim Lincoln, Co-Founder and Chief Investment Officer, and Matt Swartz, Senior Portfolio Manager, will join the conversation once a month to share their passion and strategy for Lincoln Indicator’s Managed Funds, as well as their insights for investors.
hiThis week on Taking Stock, Kien Trinh and Matt Swartz unpack the overall reporting season, with earnings upgrades for the market led by banks and miners, while retail results were mixed with a sharp divide between ARB Corporation (ARB), Super Retail Group (SUL) , Wesfarmers (WES) and renewed momentum at Woolworths (WOW). They assess cautious reactions to Vysarn (VYS) and Jumbo Interactive (JIN), and put mining giant Rio Tinto (RIO) under the microscope. To conclude, they explain how to interpret consensus price targets under Golden Rule 5.
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