In the Selector September 2017 Quarterly Newsletter we review performance and attribution. In this quarterly we review performance and attribution. During the Quarter, we travelled to the U.S. with James Hardie. We also comment on the unhealthy focus on “meeting guidance”, corporate culture, oil, domestic energy and reporting season.
2017, AGI, Ainsworth Game Technology, ALL, Altium, ALU, Aristocrat Leisure, BKL, Blackmores, Brashs, CAR, Carsales.com, Class Actions, Coal, Cochlear, COH, Computershare, CPU, Culture, Deal, DMP, Domino's Pizza Enterprises, Employment, Energy, Flight Centre Travel Group, FLT, GBST, GBT, Guidance, IFL, Impedimed, IOOF, IOOF Holdings, IPD, IRE, IRESS, James Hardie, JB Hi-Fi, JB HiFi, JHX, Martin Greenberg, NHF, NIB Holdings, Oil, Reece, REH, Reliance Worldwide Corporation, Retail, RWC, Scentre Group, SCG, SEEK, SEK, September, September 2017, SGM, Sims Metal Management, Sirtex Medical, SRX, Technology One, TNE, Westfields, WFD