Budget Breakdown

Thursday, May 25th, 2017

With the dust settling on the Commonwealth budget, we now have the opportunity to scan the budget papers and reflect on a few key issues. These may help us form an opinion on the trajectory of the Australian economy and the... Continue reading

Will Trump sink the market?

Thursday, May 25th, 2017

Hello again everyone, I’m David Walker from StocksInValue. In this week’s investment committee we began as always with a discussion of the market and macro environment and what this meant for our portfolio positioning with regard to capital deployed, the... Continue reading

High quality resort operator: Mantra Group

Thursday, May 25th, 2017

Mantra Group Limited (ASX: MTR) is engaged in the provision of accommodation & hotel related services, food and beverage operations and central reservations across Australia, New Zealand, Indonesia and Hawaii. MTR operates three core brands in Peppers, Mantra and BreakFree... Continue reading

Strong balance sheet puts APN Property Group in spotlight

Tuesday, May 23rd, 2017

APN Property Group Limited ASX code: APD Share price: $0.37 Industry: Real Estate Forecast FY2018 Distribution: 2.0c   With the ASX200 accumulation index delivering a handsome return of about 14 per cent this financial year, many could be forgiven for... Continue reading

Brainstorming the arrival of Amazon in Australia

Thursday, May 18th, 2017

Anyone holding Australian retailers in their portfolio will be aware that the sector is currently under pressure. Consumer confidence and spending are down as housing affordability, low to no wage growth and our fragile, commodity driven economy weigh on the... Continue reading

Australian banks: little to get excited about but the derating is probably done

Thursday, May 18th, 2017

Summary In the current environment banks are not going to deliver more than low single-digit cash earnings growth. Investors should expect flat dividends in FY18. NAB remains the bank most likely to cut its dividend though it didn’t this time.... Continue reading

Energy REIT represents value for income investors

Thursday, May 18th, 2017

Viva Energy REIT ASX code: VVR Share price: $2.35 Industry: Real Estate Forecast 12 month Distribution: 13.9c Viva Energy REIT is an ASX-listed REIT giving investors exposure to 425 high-quality metropolitan and regional service station assets across Australia. Viva only... Continue reading

The Budget in Review

Friday, May 12th, 2017

While John is away interstate for Clime, David and Anthony step in to discuss some of the grittier details of yesterday’s Federal Budget from Treasurer, Scott Morrison. They delve into the implications for investors in banks, healthcare, energy, property, media... Continue reading

Clime Investment Forum 2017 Video Series

Thursday, May 11th, 2017

Recorded in Sydney on the 27th April 2017 Agenda The MACRO picture – John Abernethy Direct Property – David Schwartz International Equities – Pieter Fourie Australian Equities – Anthony Golowenko Projected Returns – John Abernethy The MACRO Picture Presented by... Continue reading

Dividend Detective: Nick Scali

Thursday, May 11th, 2017

ASX code: NCK Share price: $7.12 Industry: Retail Forecast FY2018 Distribution: $0.33 per share In a grinding retail landscape clouded by the impending arrival of Amazon, few retailers have escaped the wrath of anxious investors seeking a swift exit. One... Continue reading

Taxing Observations for the Budget

Friday, May 5th, 2017

On Tuesday 9th May 2017, Treasurer Scott Morrison will present the Australian Commonwealth Budget for 2017/18. It is likely to be a controversial budget for it will be delivered in a climate of heightened concern for residential property prices and... Continue reading

Three companies leading the automation revolution

Thursday, May 4th, 2017

Following on from our recent piece on the widespread automation of labour, we look at three stocks in the local market verging on an automated future. Qube (QUB.AX), SpeedCast (SDA.AX) and Domino’s Pizza (DMP.AX) couldn’t be more different, but as... Continue reading

The one thing determining 80% of your returns

Thursday, May 4th, 2017

Following a big week in global markets where US tax cuts are on the tip of everyones’ tongue, David Walker and John Abernethy sit down to discuss the important topic of asset allocation. When seeking long-term returns from your portfolio,... Continue reading

HFA’s growth not reflected in the share price

Thursday, May 4th, 2017

Last month HFA, parent of US-based ‘‘fund of hedge funds’’ manager Lighthouse Partners, announced Assets Under Management and Advice (AUMA) had increased by 8.5% to US$9.48bn over the March quarter alone, a great result for a company seemingly priced for zero... Continue reading

Telstra vs. TPG Telecom – which?

Thursday, April 27th, 2017

Our model portfolio exited Telstra at $5.50 in August last year on the view intensifying competition in mobile would undermine wide legacy profit margins. This thesis has now suddenly played out with TPG Telecom’s successful bid for its own mobile... Continue reading

Balanced Returns Challenged

Thursday, April 27th, 2017

In coming weeks Clime will conduct, in each capital city, investment forums where our speakers will delve into the asset classes which self-directed investors can and should be considering. The aim is to educate investors to help them understand the... Continue reading

Retain > Reinvest > Compound > Repeat

Thursday, April 27th, 2017

In April 2007, coincidentally around the same time that I joined Clime, markets were rollicking and the pricing of risk seemed a forgotten investment principle. What a time to raise capital. In a sign of the times, one of the... Continue reading

The great unwind comes… slowly

Friday, April 21st, 2017

When the US Federal Reserve (“the Fed”) Chair announced the much anticipated increase in the Federal Funds or cash rate on 15 March, she noted that the Fed intended to maintain the size of its balance sheet through this calender... Continue reading

Value investors have to act quickly in today’s expensive market for large companies

Thursday, April 20th, 2017

ASX large-caps have rerated due to improving world economic growth and a related reversal of the 2014-16 rotation to small and mid-caps, amongst other sector-specific reasons. There is now very little value in the ASX 50, which means two things:... Continue reading

Opportunities to exploit the growing Asian consumer wallet

Thursday, April 20th, 2017

Our current top positions in the Clime International fund include the following names: Name                      Brands Microsoft               (Office365, LinkedIn, Xbox, Azure, Surface) Roche                     (Herceptin, Avastin, MatThera / Rituxan, Medical Diagnostics) Oracle                     (Software, hardware systems and services) Alphabet                 (Google, YouTube) Diageo                     (Johnnie... Continue reading

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