Earlier this month, we researched Ampol (ASX:ALD) in The Dynamic Investor and upgraded the shares to a BUY. We consider ALD to be an attractive play on the current volatility arising out of the Middle East conflict, given their leverage to refining margins is higher than producers’ leverage is to oil and LNG prices. Together with more appealing valuation metrics, we took a more positive view on the shares. With the share price having gained +15% since our report, we …

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Investor sentiment towards Treasury Wine Estates (ASX:TWE) over the last 12-18 months has been impacted by several factors. These include: i) Weak premium wine demand in China, ii) Challenges in the US business, and iii) Inventory write-downs and restructuring. We recently researched the Company in The Dynamic Investor after the Company provided additional detail around its new strategy. With the shares continuing to trade at a discount, we consider whether current levels present value. About Treasury Wine Estates Treasury Wine …

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We recently revisited Worley (ASX:WOR) in The Dynamic Investor. The Company recently outlined its medium- to long-term strategy aimed at delivering double-digit earnings growth through to FY30. Notwithstanding, WOR’s attractions as a long-term investment are being overshadowed by short-term earnings pressure as a result of the Middle East conflict and concerns about management credibility. On balance, we assess whether current levels present value. About Worley Worley is a provider of global engineering, advisory and project management services to the oil, …

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We researched SGH Ltd (ASX:SGH) in The Dynamic Investor recently after the Company outlined an aggressive, but achievable, growth target at an Investor Day presentation on 21 May. We took a positive view on the shares on the basis that the retracement in the share price presented an attractive entry opportunity. With the shares having recovered strongly since our recent report, we assess whether current levels remain attractive. About SGH Ltd SGH Ltd (formerly Seven Group Holdings) is a diversified …

Read MoreCould SGH shares now be turning around?