Company Reports
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Hansen Technologies Limited - 04/05/12
Today, we review Hansen Technologies Limited (ASX:HSN). HSN was founded in 1971 by Kenneth Hansen as a service provider to the IT industry. In 1986 Hansen was contracted by Telstra to develop a telecommunications billing system. This formed the genesis … Continue reading
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Resource & Energy Sector Review - 23/04/12
This week we provide a brief summary of the recent Bureau of Resources and Energy Economics (BREE) Quarterly report and what this means for those with vested interests in the mining sector. The general theme presented in the report and … Continue reading
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M2′s bid for Primus. Is it a good deal? - 22/04/12
Following news M2 Telecommunications Group (MTU) will be undertaking a capital raising to help fund the $192.4 million acquisition of Primus, MTU suffered their biggest drop in four months on Monday. The Deal MTU will acquire Primus for an all … Continue reading
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Comparing ANZHA and WBCPC - 13/04/12
Following questions posed by MyClime members and clients of Clime, today we provide a comparison of the subordinated notes issued by ANZ and the convertible preference shares issued by Westpac. This analysis will explain why ANZ notes are trading at … Continue reading
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Quality & Markets Quarterly: Quality Shines, sentiment improves and earnings stagnate - 05/04/12
Investors continue to weigh up the challenges markets have faced since the 2008 crisis, nervousness remains at elevated levels following two calendar years of price level declines. There will always be people who will suggest we ‘go to cash’ or … Continue reading
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NIB Holdings Limited - 01/04/12
NIB Holdings Limited (ASX:NHF) is a national provider of private health insurance and related health care activities to more than 850,000 people nationwide. Established in 1952 and listed on the ASX in 2007, NHF is now broadly recognised as one … Continue reading
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Little World Beverages Limited - 22/03/12
Little World Beverages Limited (ASX:LWB) is a West Australian based craft beer brewer founded in November 2000 by Nic Tromboli, Howard Cearns and Phil Sexton. Initial production spawned from very humble beginnings with the first facility located on an old … Continue reading
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One year on: Performance of stocks identified using the “risk” approach - 16/03/12
“Why a low required return focus is an excellent way to create a portfolio” A year ago we investigated the strategy of using MyClime filtering of low required returns to create a portfolio of stocks. The MyClime required return is … Continue reading
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Retail Food Group Limited - 11/03/12
The gloomy outlook for those companies exposed to the soft discretionary spending cycle continues to hang as reporting season highlights the tough trading conditions many continue to face. Today we turn our focus to franchise owner Retail Food Group Limited … Continue reading
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Regional Banks – Cheap but are they worth investing in? - 04/03/12
Following on from our work on the major banks, we take a look at the regional banks to see how they compare to their larger peers. (Read past articles on the major banks: Is a share in the banks suitable … Continue reading
