Articles by Scott Olsson
Why we’re backing IAG as a top investment pick
Insurance Australia Group (IAG) was a new addition to the Firetrail Australian High Conviction Fund during the quarter. We forecast earnings upside versus current market expectations, driven by pricing power, margin improvement, and robust reinsurance protection. Below, we outline the key drivers behind this outlook. Price increases now translating into higher margins The second half of 2022 was a meaningful period for IAG and the wider Australian insurance industry.
Golden Horizons: Newmont’s growth trajectory after acquiring Newcrest
Last year Newmont (NASDAQ: NEM), a large US-domiciled gold miner, paid a 35% premium to acquire Newcrest Mining in a cash and scrip deal. We held Newcrest (ASX: NCM)in the Firetrail High Conviction Fund prior to the bid and maintained our holding in Newmont after deal completion. Newmont’s primary listing is on the NYSE but is now also listed on the ASX through a CDI structure.
An introduction to utilities
Reader: "Carry on as you are - well done. The average investor/SMSF trustee needs all the help they can get." Reader: "Is one of very few places an investor can go and not have product rammed down their throat. Love your work!" Reader: "An island of professionalism in an ocean of shallow self-interest.
Should you be worried about high-flying markets?
Noel Whittaker, author and financial adviser: "A fabulous weekly newsletter that is packed full of independent financial advice." Reader: "Carry on as you are - well done. The average investor/SMSF trustee needs all the help they can get." Scott Pape, author of The Barefoot Investor: "I'm an avid reader of Cuffelinks.
Stocks don't always beat bonds
Reader: "Carry on as you are - well done. The average investor/SMSF trustee needs all the help they can get." Andrew Buchan, Partner, HLB Mann Judd: "I have told you a thousand times it's the best newsletter." Reader: "Best innovation I have seen whilst an investor for 25 years. The writers are brilliant. A great publication which I look forward to." Jonathan Hoyle, CEO, Stanford Brown: "A fabulous publication.
China is primed for a comeback
Reader: " Finding a truly independent and interesting read has been magical for me. Please keep it up and don't change!" Reader: "An island of professionalism in an ocean of shallow self-interest. Well done!" Rob Henshaw: "When I open my computer each day it's the first link I click - a really great read." Professor Robert Deutsch: "This has got to be the best set of articles on economic and financial matters. Always something worthwhile reading in Firstlinks.
Australian stocks will crush housing over the next decade
Reader: "Is one of very few places an investor can go and not have product rammed down their throat. Love your work!" Australian Investors Association: "Australia's foremost independent financial newsletter for professionals and self-directed investors." Reader: "Great resource. Cuffelinks is STILL the one and only weekly newsletter I regularly read." Steve: "The best that comes into our world each week.
An earnings kicker from the return of immigration
Medibank (ASX: MPL) is a stock that offers strong earnings growth with relatively high certainty compared to the rest of the market. The sell off that followed the cyber incident last year provided a compelling opportunity to enter the stock at attractive valuation levels. Policyholder numbers are growing again The widely publicised cyber-attack in October 2022 caused substantial disruption to the Medibank business.
Show More
loading
Actions
Is this you?
As a journalist, you can create a free Muck Rack account to customize your profile, list your contact preferences, and upload a portfolio of your best work.Get in touch with Scott
Contact Scott, search articles and posts on X, monitor coverage, and track replies from one place.
Learn more about Muck Rack