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GRANT SLADE News & Analysis

Population growth a window of opportunity for builders, waste managers
Stocks
Population growth a window of opportunity for builders, waste managers
The short-term outlook is subdued but population growth in the longer-term will help boost building supplier Adelaide Brighton and industrial garbo...
Nicki Bourlioufas | 29 April 2020
Construction suppliers built to weather the corona storm
Stocks
Construction suppliers built to weather the corona storm
Housing is in the virus doldrums, but Grant Slade sees balance sheet strength among building suppliers.
Lex Hall | 23 April 2020
Beleaguered Pact turning a corner
Stocks
Beleaguered Pact turning a corner
The specialist packaging group has again withheld a dividend but margins are improving and it’s putting the money to good use, says...
Lex Hall | 21 February 2020
Is there a window of opportunity at Boral?
Stocks
Is there a window of opportunity at Boral?
Is there a window of opportunity at Boral? The buildings products maker has fallen 45 per cent since its high of $8.22 in February 2018.
Lex Hall | 11 February 2020
Morningstar begins coverage of Cleanaway Waste Management
Stocks
Morningstar begins coverage of Cleanaway Waste Management
The garbage collection company may be overvalued at present, but it has a tidy capital allocation strategy.
Lex Hall | 18 September 2019
Unpacking the value in Pact Group
Video
Unpacking the value in Pact Group
Morningstar equity Grant Slade explains why packaging company Pact Group is undervalued and why new leadership will boost its turnaround strategy.
Lex Hall | 16 May 2019