In early December 2025, we recommended Orica (ASX:ORI) in The Dynamic Investor as a BUY. Since our report, the shares have gained over 8%. After reporting a solid full-year result, the Company provided guidance for FY26 EBIT growth across all segments. ORI also expects to sustain EBIT growth beyond FY26. Given the recent gains, do current levels still present an attractive entry point? About Orica Orica (ORI) is the world’s largest manufacturer and supplier of commercial explosives and blasting systems …

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We recently researched Nick Scali (ASX:NCK) in The Dynamic Investor. We took the view that the shares were at risk of a de-rating given its elevated multiple. Since our report, the shares have declined by ~10%. This is likely due to two factors: i) Market concerns about a potential delay in the UK business reaching profitability and ii) A recent shift in market bias towards higher interest rates. Given the recent pullback, are current levels a more attractive entry point? …

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We recently researched SGH Ltd (ASX:SGH) after the Company released a trading update in early November. The trading update confirmed solid performances in WesTrac, improvement in Coates Hire and stronger-than-expected performance of SGH’s Media interests. Given the recent pullback, do current levels still present an attractive entry point? About SGH Ltd SGH Ltd (formerly Seven Group Holdings) is a diversified operating and investment group with interests in the industrial services, media and energy sectors. The Company’s industrial services division includes: …

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