@ralom
Yes, I agree. Not easy to identify new names in this market.
Seems to me that it is mainly a stock picking market.
I am trying to find new names, using different criteria. For example :
- good level of free cash flow yield (and put it in relation with the structural growth of their business),
- companies which improve their pricing (looking more at the improvement than companies which had always a good pricing power).
For more details, you can have a look at the thread "potential catalysts to find new stocks" in ASX-General Forum.
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@ralomYes, I agree. Not easy to identify new names in this...
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