We recently reviewed Woodside Petroleum (ASX:WPL) after the Company reported its results for the six months to 30 June 2020 (1H20). With the share price continuing to fall despite some strong fundamental drivers, at what point does WPL become an attractive opportunity? About Woodside Petroleum WPL is an Australian-based exploration and production company. It has a portfolio of producing oil & gas assets. It is the largest independent oil and gas producer in Australia. The Company’s two flagship LNG operations …

Read MoreWhen is it time to buy Woodside?

ResMed (ASX:RMD) shares fell sharply from its all-time recent high in July 2020 after reporting 4th quarter results (4Q20) that were below market expectations. The last time the share price weakened so sharply was following the release of a quarterly result, 18 months ago, and on that occasion, there was a very quick rebound. While the reasons for the decline 18 months ago are different to those underpinning the most recent sell-off, we consider that there are a number of …

Read MoreThe ResMed share price is set to recover

We recently revisited CIMIC Group (ASX:CIM) after the Company reported results for the six months to 30 June 2020 (1H20). COVID-19 restrictions having an impact on the business from a number of perspectives. These include delayed project awards, a slowdown in activities, and cash collection. Despite this, the Company reported an expansion in operating margins. In particular, EBIT margin in the Construction and Services divisions were better than expected. Can this momentum continue and what are the factors likely to …

Read MoreCIMIC shares attractive, but don’t buy yet