Profitability

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 →

Cabcharge Australia Limited - 16/12/11

Cabcharge Australia Limited (CAB) operates a national charge facility for the payment of taxi fare and related business surcharge services without using cash. Through its associate company, ComfortDelgro Cabcharge Pty Ltd, CAB also provides bus and coach services to customers … 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 →

Demystifying Intrinsic Value: Step by Step - 28/10/11

“The method to calculate intrinsic value is not a mystery and is freely available in the public domain” Many people think that the way to make money in the stock market is to buy shares at one price and to … Continue reading →

Dividend Detective – Pioneer gears up for growth - 24/10/11

The following article by Adrian Ezquerro featured in The Australian, 26 October 2011. – – – – – – – – – – – – – IMF is the largest litigation funder in Australia and the first to be listed … Continue reading →

Clear eyes see through difficult times - 07/09/11

The following interview with John Abernethy featured in the The Australian, Wealth on Wednesday 7 September 2011. – – – – – – – – – – – – – Clime Investment Management’s John Abernethy. Picture: Jeremy Piper Source: The Australian … Continue reading →

Fund Managers – High profitability however cyclical - 30/07/11

The funds management industry provides an essential service in today’s economy. As a group it engages in the management of unit trusts, investment funds and products for retail and institutional clients. Broadly, the participants generate revenue by providing services on … Continue reading →

1300 Smiles Limited - 01/07/11

1300 Smiles Limited (ASX: ONT) was incorporated under the name Townsville Family Dental Pty Limited on 18 September 2000 and listed on the ASX in March 2005. What They Do ONT provides dental surgeries, practice management and other administrative services … 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 →

Australian Financial Review: The Next Big Thing - 29/04/11

The following interview featured in the Financial Review, Smart Investor, May 2011 For super-charged returns, smaller companies are usually the go, but right now could also be a great time to buy the country’s largest telco, Clime’s CIO, John Abernethy … Continue reading →