Margin Of Safety

Reporting Season Wrap: Volatility is not risk, it is opportunity - 12/08/11

While difficult at the time, appreciating that volatility simply represents opportunities to the prepared investor, is one of the most powerful concepts in the investing world. As investors, we need to train ourselves to resist running with the herd and often … Continue reading →

Flight Centre – A turbulent ride - 24/06/11

Flight Centre Limited (ASX: FLT) sells international and domestic travel. It acts as the middleman between travelers and service provides – hotels, airlines and cruise companies. Since listing in 1995 the business has expanded into ten overseas markets directly and … Continue reading →

Utility infrastructure investor powers ahead - 23/02/11

The following article by George Whitehouse featured in The Australian, 23 February 2011 – – – – – – – – – – – – – SPARK Infrastructure (SKI) invests in regulated utility infrastructure assets. COMPANY: Spark Infrastructure Group ASX … Continue reading →

Oroton bags steady profits in a challenging landscape - 09/02/11

The following article by John Abernethy featured in The Australian, 9 February 2011 – – – – – – – – – – – – – OrotonGroup Limited (ORL) is a wholesaler and retailer of clothing, leather goods and other … Continue reading →

MOC poised to take the cream from rising loan values - 03/10/10

MORTGAGE Choice Limited (Australian Securities Exchange code: MOC) is Australia's largest independently owned mortgage broker. COMPANY: Mortgage Choice SHARE PRICE: $1.18 INDUSTRY: Mortgage broking DIVIDEND PER SHARE: 12c FORECAST DPS: 13c (2011-12) Its main business is assisting customers to obtain … Continue reading →