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COMPANY

Chipotle Mexican (CMG US)

US restaurant chain Chipotle Mexican Grill (CMG US) owns and operates more than 2,900 quick-casual eateries popular for burritos, tacos, burrito bowls, and salads. It also has about 45 international restaurants and four non-Chipotle restaurants.
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Income Report: Asset allocation framework when targeting income
OPINION

Lovisa Holdings Ltd (LOV) $24.82

We have significantly underestimated the resilience of the Australian Retail Sector, where quality stocks like JB Hi-Fi (JBH) have already soared to all-time highs in 2024. The issue was the market, including ourselves, became too concerned with the pressures weighing on the Australian consumer from rising inflation and interest rates, but as we saw from Nick Scali (NCK) this week, things aren’t too bad and are now appearing to improve, supported by the large cohort of Australia’s that don’t have a mortgage and have benefitted from higher rates.
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Income Report: Asset allocation framework when targeting income
OPINION

Brunswick Corp (BC US) $US82.27

Brunswick is not a well-known global brand, however, it is the owner of many such as Mercury outboards, Bayliner, Sea Ray and Boston Whaler boats, and more recently, the Freedom Boat club, now with over 600 locations around the globe. They’re the world’s largest marine company and have been in the International Equities Portfolio since April of 2021; unfortunately, they haven’t added to returns, and we’re down ~11% on the position.
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Income Report: Asset allocation framework when targeting income
questions & answers

JBH powering along

Just wanted to get your thoughts on JB Hifi and its sky-high share price at the moment. Is this stock going to hit headwinds soon and if you owned it would you jump out now and wait for buying opportunities?

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Income Report: Asset allocation framework when targeting income
COMPANY

Nike Inc (NKE US)

NIKE, Inc. is engaged in the designing, marketing and distributing of athletic footwear, apparel, equipment and accessories and services for sports and fitness activities. The Company's operating segments include North America; Europe, Middle East & Africa (EMEA); Greater China; and Asia Pacific & Latin America (APLA). It sells a line of equipment and accessories under the NIKE Brand name, including bags, socks, sport balls, eyewear, timepieces, digital devices, bats, gloves, protective equipment and other equipment designed for sports activities. It also designs products specifically for the Jordan Brand and Converse. The Jordan Brand designs, distributes and licenses athletic and casual footwear, apparel and accessories predominantly focused on basketball performance and culture using the Jumpman trademark. The Company also designs, distributes and licenses casual sneakers, apparel and accessories under the Chuck Taylor, All Star, One Star, Star Chevron and Jack Purcell trademarks.
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Income Report: Asset allocation framework when targeting income
OPINION

Can retailers hold up as savings buffers dwindle?

For months, we’ve been reading that the rising cost of living, whether at the supermarket, petrol pump or higher mortgage repayments/rents, was going to push the economy into recession, but this hasn’t unfolded, although some discretionary spending has been streamlined by the consumer – not a good time to be selling smashed avocado breakfasts.
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Income Report: Asset allocation framework when targeting income
OPINION

Bapcor (BAP) $6.77

The automotive parts company is out with FY23 results this morning which look broadly in line with consensus. Revenue of $2b was as expected, Net Profit After Tax (NPAT) $125.3m vs $127.8m is ~2% short while the final dividend is slightly better at 11.5c vs 11c expected. The second half was highlighted by higher cash conversion rates as the company looked to reduce inventory levels.
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Income Report: Asset allocation framework when targeting income
OPINION

Are Retail stocks too expensive as consumer spending continues to decline?

The Australian consumer is under pressure from both rising prices (inflation) and interest rates and this is translating to reduced spending at the supermarket, household goods appliances to takeaway food. Theoretically, the often referred to mortgage cliff is about to hurt homeowners hard which could see the average Australian continue to think twice before spending.
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Income Report: Asset allocation framework when targeting income
COMPANY

Lottery Corp Ltd (TLC)

The Lottery Corporation Limited is an Australia-based lottery company. The Company is engaged in providing lottery business in the world. The Company operates two brands: The Lott, and Keno. The Lott includes various brands, such as Set for Life, Powerball, Oz Lotto, TattsLotto, Gold Lotto, X Lotto, Instant Scratch-Its, and Lucky Lotteries. The Lott operates in all states and territories of Australia except Western Australia. The Keno is a lottery-style game that gives customers a chance to win the jackpots. It is played in clubs and pubs in Victoria, Queensland, South Australia, New South Wales, and the Australian Capital Territory (ACT), with digital approvals in the Australian Capital Territory and Victoria. The Company has approximately 3800 lottery outlets and 3400 Keno venues in Australia. The Company manages its brands through online and retail networks.
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