10 high conviction stocks that investors should be watching this reporting season

Ansell Limited (ASX:ANN), AGL Energy Ltd (ASX:AGK) and Sonic Healthcare Limited (ASX:SHL) are amongst a group of stocks carefully selected by one professional fund manager.

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Listed investment company (LIC) QV Equities Ltd (ASX: QVE) is managed by the top performing fund manager Investors Mutual. The LIC listed back in August 2014 and Investors Mutual has been busily investing the cash raised to fill out its still young portfolio. This creates a somewhat unique opportunity for an investor to watch the QV portfolio being established and it provides a more timely understanding of when stock positions have been entered into.

With the release of QV’s January Investment Update, investors have a timely opportunity to review the ten largest positions in the portfolio. With reporting season now in full swing on the ASX, the profit results of these high conviction stock ideas could certainly be worth keeping an eye on.

Here are the Top Ten and when they are due to report:

  • AGL Energy Ltd (ASX: AGK): 11 February
  • Orica Ltd (ASX: ORI) operates on a September financial year so investors will have to wait until 12 May for the group’s half year results to be announced
  • Sonic Healthcare Limited (ASX: SHL): 17 February
  • Bank of Queensland Limited (ASX: BOQ): 26 March
  • ASX Ltd (ASX: ASX): 12 February
  • Salmat Limited (ASX: SLM): 24 February
  • Ansell Limited (ASX: ANN) has already reported strong results which you can read a review of here
  • Fletcher Building Limited (Australia) (ASX: FBU): 18 February
  • Energy Developments Limited (ASX: ENE): 25 February with the company recently providing an update that it would exceed previous guidance for the first half
  • Oil Search Limited (ASX: OSH) has already reported and you can review the results here

Wondering where you should invest $1,000 right now?

When investing expert Scott Phillips has a stock tip, it can pay to listen. After all, the flagship Motley Fool Share Advisor newsletter he has run for over ten years has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

Scott just revealed what he believes could be the five best ASX stocks for investors to buy right now. These stocks are trading at near dirt-cheap prices and Scott thinks they could be great buys right now.

*Returns as of January 12th 2022

Motley Fool contributor Tim McArthur does not own shares in any of the companies mentioned.  

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