Insights

Reducing Banks - Westpac (WBC) & Commonwealth Bank (CBA) Blended & Income Portfolio We recently reduced the Westpac (WBC) and...

Just four weeks after the Victorian Royal Commission, Crown has received another takeover bid. How does it stack up? SBS Finance Editor...

Marcus Bogdan of Blackmore Capital shares his views on earnings momentum. He's been disappointed by the banking sector so far, with CBA...

We have added to Integral Diagnostics (IDX) following its trading update at its AGM. While organic revenue remains below expectations in...

With the Australian equity market having returned more than 70% since the pandemic lows of March 2020, the recovery in stock prices has...

Marcus Bogdan CIO of Blackmore Capital discusses the local AGM season and recent quarterly reports . On the top of his watchlist is Amcor...

Marcus Bogdan of Blackmore Capital says we're headed into a seasonally tough period for markets. On top of that, supply chain issues are...

Blackmore Capital Australian Equities Income Portfolio We have added to the existing holding of Suncorp in the Income portfolio, funded...

Integral Diagnostics (IDX) provides diagnostic imaging services in Australia and New Zealand. IDX derives ~90% of its revenue from...

Blackmore Capital is bolstering its defenses, adding quality names to the portfolio with economic uncertainty still a reality. Marcus...

Portfolio Commentary The indomitable optimism that has fuelled risk assets to be priced to perfection was punctuated by more sober...

to hear Marcus Bogdan, Chief Investment Officer at Blackmore Capital discusses the market movements, trajectory and the opportunity.

Blackmore Capital Australian Equities Income Portfolio We recently added to the existing Waypoint REIT (WPR) position in the portfolio....

Marcus Bogdan of Blackmore Capital says the backend of FY21 reporting season is evidence of the impact lockdowns have had on the economy....

Portfolio Commentary The August reporting season delivered impressive earnings and dividend growth of ~30% for the ASX 200. The uplift in...

Bega Cheese (BGA) was recently added to the portfolio, with Marcus Bogdan telling ausbiz it's acquisition of Lion Dairy Drinks has...

Blackmore Capital Blended Australian Equities Portfolio Bega Cheese (BGA) is an Australian-based dairy and food company that has been...