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Introducing our growth stock portfolio - 20/04/12

PORTFOLIO POINT: This new growth stock portfolio aims to deliver returns of at least 10% p.a.compound over the next three to five years. Today I am introducing my growth stock portfolio for Eureka Report readers, which has been designed using … Continue reading →

Regional Banks – Cheap, but are they worth investing in? - 29/03/12

Today we take a look at how the regional banks compare to their larger peers. Regional banks, Bendigo and Adelaide Bank Limited (ASX:BEN) and Bank of Queensland Limited (ASX:BOQ), are cheap on a fair assessment of intrinsic value today with … Continue reading →

Looking into the future - 15/03/12

“… to our mind it is more sensible to focus on that which is more predictable – the likely changes to the economic environment over the next 3 to 5 years. From this we can focus on what is important … Continue reading →

Bad time to cut the cord - 08/03/12

The following article (featuring our CIO, John Abernethy) was published in The Herald, Thursday, 8 March 2012. TAXPAYERS have been left hundreds of millions out of pocket as a consequence of the Future Fund’s ill-timed sell-down of Telstra shares. And … Continue reading →

Warren Buffett on bonds, gold and equities - 15/02/12

I never get tired of reading the Sage of Omaha, and neither should any sensible investor. In this article from Fortune magazine, 9 February 2012, Buffett highlights the risk of investing in Treasuries at the present time (“Bonds promoted as … Continue reading →

Dividend Detective – SMS MANAGEMENT & TECHNOLOGY LIMITED - 26/12/11

ASX code: SMX Share price: $4.58 Industry: Software & Services Current 2012 Dividend: 31c (fully franked) Forecast 2013 Dividend: 34c (fully franked) SMS Management & Technology Limited (ASX Code: SMX) is a consulting, technology and systems integration company. The operations … Continue reading →

Peace in our time - 14/12/11

“The vision of Neville Chamberlain in 1938 gives us an opportunity to reflect on the current state of the Australian share market. In particular it is instructive to compare its current malaise with the fairly buoyant market that existed between … Continue reading →

Buffett and IBM - 24/11/11

It certainly was a surprise to be confronted with a morning headline containing the words “Buffett, Buy and IBM” all in the same sentence. During the first three quarters of 2011 Berkshire Hathaway acquired 64 million shares in IBM, equating … Continue reading →

Employee Trading Policy - 11/11/11

Part A – Application The Employee Trading Policy has been established to govern the trading in shares and securities by its Directors, management and employees. In this policy: “Securities” includes shares as well as financial products issued or created over … Continue reading →

Frequently Asked Questions - 09/11/11

Q. Who is Clime? Clime Investment Management Ltd is a publicly listed company (ASX:CIW) with two main trading divisions: Clime Asset Management Pty Limited (CAMPL), which is our funds management business, and Clime Investors Education Pty Limited (trading as MyClime), … Continue reading →