We recently identified APA Group (ASX:APA) as a stock likely to outperform the broader market in the near term. Since our recent report on APA over two weeks ago in The Dynamic Investor, APA shares have indeed outperformed the S&P/ASX 200 Index by around 150 basis points. At times, this outperformance has been as much as +460 basis points. While this is a ‘rear-view mirror’ assessment, we outline the case for APA shares to continue heading higher. About APA Group …

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Investor focus for Orica has shifted dramatically in the last few weeks. The economic implications from the coronavirus (COVID-19) outbreak have challenged previous expectations for: i) Higher ammonium nitrate (AN) volume growth in FY20, ii) Margin recovery to continue, iii) The recent acquisition of Exsa to improve the performance of the Latin America segment and iv) ORI to use its balance sheet to pursue further acquisitions and/or growth initiatives. In this note, we examine the earnings growth and the balance …

Read MoreFinding an entry point with Orica