Consumer Stocks

The March quarter was pretty good - 05/04/12

Markets have just enjoyed a great March quarter. Particularly in the US, where unemployment figures are improving, housing markets are showing signs of life, and consumer confidence is making a tentative recovery off depressed levels.

Benefit from market volatility - 01/03/12

Stock market volatility – a problem or opportunity? While many investors are nervous of the stock market at the moment, the current market volatility does in fact present opportunities to invest in good businesses, capable of delivering high returns, at … Continue reading →

Why the Future Fund has got it wrong… - 02/02/12

The following is an excerpt from an article voiced by Clime CIO, John Abernethy, that appeared in the Australian on Wednesday 1st February. The core of the article was the assertion that both the investment strategy AND the number of … Continue reading →

There are signs of hope amid the market gloom - 31/12/11

Paul Zwi comments on the following piece by Tim Boreham’s published in The Australian, 31 December 2011. MARKET watchers expect an improved 2012 after the local bourse’s abysmal showing in calendar 2011 but warn that trading may get worse before … Continue reading →

Have you got a job, mate? - 23/11/11

“Social unrest never bodes well for stocks, as it generally reflects deteriorating economic conditions and unhappy consumers. Putting aside the social impact of unrest and the adverse impact on affected communities, we all pay a price for the failure to … Continue reading →

Forecasters tip long-term value in bank stocks - 14/09/11

Written by Tony Featherstone, George Whitehouse comments on “Forecasters tip long-term value in bank stocks”. The following article appeared in Investor Daily on Wednesday, 14 September 2011. – – – – – – – – – – – – – … Continue reading →

The View - 25/01/11

The View from the land of opportunity Thursday, 17 May 2012 This week’s special view focuses on the observations of the Clime team direct from the USA. Clime analysts George Whitehouse, Adrian Ezquerro and Alex Hughes attended the ‘Woodstock … Continue reading →

CNBC: Cashing In On Consumer Stocks - 06/08/10

Our CIO, John Abernethy explains why the strengthening Aussie dollar will benefit some companies, like food retailers. He tells CNBC’s Oriel Morrison why Woolworths is his top pick in the consumer sector.