We recently researched Bega Cheese (ASX:BGA) in The Dynamic Investor after the Company held a Strategy Day in which it outlined its 5-year plan. We took a POSITIVE view on the fundamentals. The key reasons were that the long-term targets were achievable and that there were growth opportunities from international expansion and/or acquisitions. With the shares having bounced higher since our report, we consider whether current levels remain an attractive entry opportunity. About Bega Cheese Bega Cheese Limited (BGA) is …

Read MoreUpside growth for Bega Cheese

Shares in Reliance Worldwide Corporation (ASX:RWC) have de-rated over the last 18 months. US tariff uncertainty, challenging macro conditions across each of the segments and margin pressure have been the main contributing factors. Following a recent trading update, we revisited the investment case in The Dynamic Investor. Are there indicators emerging to suggest the worst is over? Or is it best to remain on the sidelines? About Reliance Worldwide Corporation Reliance Worldwide Corporation is a global designer, manufacturer and supplier …

Read MoreAnalysts love RWC, but it is still vulnerable

Shares in AUB Group (ASX:AUB) have struggled to gain traction for the majority of this year. Key contributors include downward pressure on premium rates and concerns regarding AI-driven disruption of the business model. We recently researched the Company in The Dynamic Investor to assess whether the shares offer value. About AUB Group AUB Group is the largest equity-based risk management, advice and solutions provider in Australasia. The Company operates an ‘owner-driver’ partner model (i.e. where it holds equity stakes in …

Read MoreAUB shares bottoming out

We recently researched Orora (ASX:ORA) in The Dynamic Investor after the Company downgraded FY26 Earnings Before Interest & Tax (EBIT) guidance for its troubled Saverglass division. Saverglass accounts for 47% of the Company’s revenue and EBIT. Although, the Australasia Cans business is doing the heavy lifting regarding earnings growth. Are there any signs of improvement in Saverglass’ fortunes that would make ORA a cyclical recovery play? About Orora In December 2024, ORA finalised the sale of its US packaging distribution …

Read MoreOrora: Still a value trap, or finally a buy?

We recently researched Ansell (ASX:ANN) in The Dynamic Investor as a review the fundamentals following the release of results for the six months to 31 December 2025 (1H26). We took a NEUTRAL view on the shares. The key reasons for this included the high risk of downgrades to EPS guidance and uncertainty regarding the strategic direction of the Company under a new CEO. Since our report, the shares have declined by ~9%. Do current levels present a more attractive entry …

Read MoreAre Ansell shares defensive or a value trap?