By Ben Rundle | Portfolio Manager at NAOS Asset Management
It’s that time of year! After months of macro dominated action, ASX-listed companies are reporting their earnings and showing investors what’s really going on. Expectations are the name of the game and this February it’s not just about the result but also the guidance and outlook commentary. Research has shown that stocks that beat analyst forecasts consistently outperform in the following months.
So, in this episode of Buy Hold Sell we ask Ben Rundle from NAOS and Michael Wayne from Medallion to give you their views on three companies that have beaten expectations. We also ask them to nominate a stock they think has the potential to deliver a standout result.
Important Information: This material has been prepared by NAOS Asset Management Limited (ABN 23 107 624 126, AFSL 273529 and is provided for general information purposes only and must not be construed as investment advice. It does not take into account the investment objectives, financial situation or needs of any particular investor. Before making an investment decision, investors should consider obtaining professional investment advice that is tailored to their specific circumstances.
