Rudi: The best and worst of the February reporting season
In this Rapid Fire interview, FNArena's Rudi Filapek-Vandyck shares the stocks to watch over the month ahead.
The February reporting season is now in full swing, and it's shaping up to be a big one.
According to data from FNArena, 52% of the stocks that have reported so far have beat estimates, while 43% have released results in line with expectations. Of the 21 stocks that have reported, only one stock has missed.
So which stocks are set to surprise to the upside over the month ahead, which will disappoint, and which have the management teams that can continue to steer them higher?
In this Rapid Fire interview, FNArena's Rudi Filapek-Vandyck shares what investors can expect over the coming month, as well as his outlook for the ASX over the year ahead - and all in around 60 seconds to boot.
Note: This interview was recorded on Wednesday 7 February 2024.
Transcript
Ally Selby: Hello and welcome to Livewire's Rapid Fire interviews. Today we're very lucky to be joined by FNArena's Rudi Filapek-Vandyck. We're going to be talking all about reporting season. Rudi, first question, what do you think will be the best result this February?
Rudi Filapek-Vandyck: I hope Goodman Group (ASX: GMG).
Ally Selby: And on the other side, what will be the worst?Rudi Filapek-Vandyck: Bapcor (ASX: BAP).
Ally Selby: Why?Rudi Filapek-Vandyck: They're definitely in trouble. You can tell. The signs are there.
Ally Selby: In your view, which company has the best management team in the business?Rudi Filapek-Vandyck: Pro Medicus (ASX: PME), CSL Ltd (ASX: CSL), Goodman Group (ASX: GMG), and REA Group (ASX: REA).
Ally Selby: Would you tell us who you think has the worst?Rudi Filapek-Vandyck: Bapcor (ASX: BAP).
Ally Selby: Oh my God. Okay.Rudi Filapek-Vandyck: They all left now.
Ally Selby: By the end of the year, do you think the ASX will be higher or lower?Rudi Filapek-Vandyck: Higher.
Ally Selby: And how many rate cuts do you think we'll see this year, if any?Rudi Filapek-Vandyck: Two.
Ally Selby: Okay. Thank you so much for joining us today, Rudi. That was a little bit of fun. I hope you enjoyed that as much as I did. If you did, don't forget to subscribe and give this video a like.Never miss an update
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Ally Selby is the deputy managing editor at Livewire Markets, joining the team at the end of 2020. She loves all things investing, financial literacy and content creation, having previously worked for the likes of Financial Standard, Pedestrian Group, Your Money, Sky Business and Sky News.
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Ally Selby is the deputy managing editor at Livewire Markets, joining the team at the end of 2020. She loves all things investing, financial literacy and content creation, having previously worked for the likes of Financial Standard, Pedestrian...
Expertise
Ally Selby is the deputy managing editor at Livewire Markets, joining the team at the end of 2020. She loves all things investing, financial literacy and content creation, having previously worked for the likes of Financial Standard, Pedestrian...
Expertise
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