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With results season in full flight, the boys reveal the companies that have surprised and disappointed them, talk about the signs of an expensive market, and discuss how to approach adding exposure to a stock around its results.

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This week the boys dissect their thoughts on results season, looking at what we can expect and highlighting some things they are looking out for. Plus, a call on iron ore and a comment on whether or not to hold on to APT. 

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This week Ben, Chris, and Tom finish constructing their "one stock from each sector" portfolios, choosing their top picks from the utilities, gold, and property sectors. Plus, the boys touch on the market ahead of results season and discuss if the AfterPay takeover is a sign of things to come in the M&A space. 

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Ben, Chris, and Tom continue to construct their "one stock from each sector" portfolios, choosing their top picks from the Financials, IT, and communication services sectors this week. Nine down, three to go.  

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Ben, Chris and Tom continue to construct their "one stock from each sector" portfolios, choosing their top picks from the consumer discretionary, consumer staples, and healthcare sectors this week. Six down, six to go. 

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This week the boys begin to construct their "one stock per sector" portfolios, following on from the "one stock portfolio" idea with a bit of friendly competition to keep it interesting. Kicking things off we hear some insight into their preferred companies from each of the resources, industrial, and energy sectors. 

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What "Post-it notes" will we wish someone had put on our screen in 12-months time? This week On the Desk the team give their thoughts and pitch a  few left-field ideas that make for a fun discussion. Chris poses a couple of questions to Tom and Ben without notice, and we outline an idea that will see us pitted against each other for the rest of the year.   

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A harmless question in the office sparks debate about the polarising one stock portfolio. Tune in for Ben, Tom, and Chris’ top three picks and the sectors that they expect to outperform in the next 12-months. 

How important is it to have a trading plan? This week on the desk we discuss this question, what the future holds for former market darling NextDC (ASX: NXT), and what you need to know for the end of financial year.

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What approach gives you more of an edge? Bottom-up or top-down? This week on the desk the boys discuss this, whether investing in Australia is limiting your options, and unpack our alarmist obsession with inflation.