These Champion Stocks all have a long-term positive thematic, which should drive superior earnings growth and shareholder value over the coming years, notwithstanding inevitable disruptions in the economic and investment environment as well as some corporate stumbles from time to time.
Therefore, we are not particularly concerned about the current year’s investment arithmetic or the analyst's twelve-month buy-hold-sell rating. And, of course, the balance sheet ratios must remain strong in order to provide financial support to the positive thematic driver.
Australia’s largest owner and operator of gas pipelines, which supply around 50% of the nation’s gas usage. A favourable outlook for gas consumption driven by environmental policies designed to favour lower-emission fuels such as natural gas.
Australia’s largest builder, owner and operator of urban toll road networks. The group’s current pipeline of growth projects is $6 billion (TCL’s share of total project cost) and further huge development opportunities are expected over the next few decades supported by population and economic growth.
An international property and infrastructure group with operations in Australia, Asia, Europe, and the Americas. Its core lines of business are developing, constructing, owning and co-investing in property and infrastructure assets. The international markets offer substantial growth opportunities, especially in the field of urban regeneration—the group’s urbanisation pipeline end value is currently around A$55.9 billion around the world.
The world’s third-largest pathology provider with significant operations in the USA, United Kingdom, Germany, Switzerland, Belgium, Australia and New Zealand. Against the backdrop of continuing growth in the demand for pathology services over the longer term, the group has further international expansion opportunities in both existing and new geographical markets.
A global logistics company operating in more than 60 countries, which provides reusable pallets, crates and containers for shared use by multiple participants throughout a supply chain under a model known as “pooling”. The group primarily serves defensive growth sectors such as fast-moving consumer goods (dry food, grocery, and health and personal care), fresh produce and beverages. Further expansion into emerging markets should generate additional earnings growth.
Thanks Peter for the great highlights. Would there be any categorisation in terms of growth and income of these stocks.