Latest News

What to do when stocks deliver better or worse than expected

Thursday, March 15th, 2018
The fortunes of two of the ASX’s largest healthcare names diverged markedly during the reporting season just finished. Before it reported CSL traded on 29 times fiscal 2019 earnings; now the multiple is 32 times. Ramsay Health Care in contrast...Click to view

Mid-cap opportunity following poor result

Thursday, March 15th, 2018
IPH Ltd (ASX:IPH) is the leading IP services firm in the APAC region with >20% market share in both Australia and Singapore. Since listing, its size, corporate structure and comprehensive suite of services have allowed it to become a natural...Click to view

Opportunities abound as more companies report

Thursday, March 8th, 2018
Reporting season has mostly been kind to Clime with strong results, earnings beats (relative to consensus) and/or guidance upgrades from CSL, Computershare, Flight Centre, Jumbo Interactive and Hansen Technologies, among many others. Every portfolio stock due to report has now...Click to view

The Berkshire Hathaway Letter

Thursday, March 8th, 2018
At this time of year, it is always worth reviewing Warren Buffett’s Chairman’s letter to Berkshire Hathaway Inc. shareholders. The letter is widely read and discussed, even though it is addressed to Berkshire shareholders or investment partners as Warren Buffett often...Click to view

Amcor set to turn as cost and customer problems resolve

Thursday, March 1st, 2018
Over the last six months Amcor has been the third-worst stock (before dividends) in the ASX 50, falling by some 14 per cent. This makes the stock interesting given most large companies mean-revert as their cycles turn and their capable...Click to view

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