TIM MONTAGUEJONES

The Sunday Mail (Queensland) - - NEWS -

BUY KOGAN (KGN) $2.72 Re­cent weak­ness in the stock price presents an op­por­tu­nity for this com­pany, which is a pre­mium tech­nol­ogy busi­ness op­er­at­ing in the re­tail seg­ment. HOLD NA­TIONAL AUS­TRALIA BANK (NAB) $24.90 The ris­ing cost of lend­ing, a soft hous­ing mar­ket and in­creased reg­u­la­tory costs as­so­ci­ated with the bank­ing royal com­mis­sion are set to of­fer lit­tle up­side. WESTPAC (WBC) $27.70 Re­tain­ing its wealth man­age­ment busi­ness is a neg­a­tive for the bank and it is likely to come un­der fur­ther reg­u­la­tory con­straint, which will en­sure a di­lu­tion in re­turns for share­hold­ers. SELL AFTERPAY TOUCH (APT) $13.49 Grow­ing bad debt, po­ten­tial govern­ment in­ves­ti­ga­tion and in­creased reg­u­la­tion will add to head­winds in 2019.

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