Rudi’s View: NextDC, Treasury Wine, And CBA

rudi-views
Always an independent thinker, Rudi has not shied away from making big out-of-consensus predictions that proved accurate later on. When Rio Tinto shares surged above $120 he wrote investors should sell. In mid-2008 he warned investors not to hold on to equities in oil producers. In August 2008 he predicted the largest sell-off in commodities stocks was about to follow. In 2009 he suggested Australian banks were an excellent buy. Between 2011 and 2015 Rudi consistently maintained investors were better off avoiding exposure to commodities and to commodities stocks. Post GFC, he dedicated his research to finding All-Weather Performers. See also "All-Weather Performers" on this website, as well as the Special Reports section.

Rudi's View | Sep 07 2017

In this week's Weekly Insights (published in two separate parts):

-August Reporting Season: Costs & Capex, Mining & Dividends
-Conviction Calls: Citi, CLSA and Goldman Sachs
-Rudi In The Australian
-CBA And The Premium Gone (Volume 2)
-Buy Signal For Equities
-Rudi On BoardRoomRadio (Updated)
-2016 - L'Année Extraordinaire
-All-Weather Model Portfolio
-Rudi On TV
-Rudi On Tour


[Note the non-highlighted items appear in part two on the website on Thursday]

Conviction Calls: Citi, CLSA and Goldman Sachs

By Rudi Filapek-Vandyck, Editor FNArena

Regular readers of my market analyses already know that data centre operator NextDC ((NXT)) has been on my radar for quite a while. The stock was included in the FNArena/Vested Equities All-Weather Model Portfolio (see also further below) in 2015 and has delivered a noticeably positive contribution to date. I have no doubt this trajectory will continue for a lot longer.
 
For good measure: NextDC is not an All-Weather stock in itself; it is part of the multi-year, structural growth stories that I managed to identify and that are also part of the Model Portfolio, as are Aristocrat Leisure ((ALL)), Altium ((ALU)) and a handful of others.

Analysts at Citi responded to last week's FY17 release by not only reiterating their Buy rating for the stock, but equally so their Conviction behind the Buy rating. Citi's target price jumped by 16% to $6.03 (the shares are trading at around $4.50 as I write this sentence).

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Analysts at CLSA have lined up their Top Picks post August reporting season. These are, not necessarily in order of favouritism:


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