Latest Articles

Company Update: Orora

Friday, March 15th, 2019
Since demerging from Amcor at the end of 2013, Orora (ORA) has delivered five years of consistent earnings and dividends per share growth. Dividends per share have increased from 3.0c in February 2014 to 6.5c in February 2019.  This is...Click to view

John Abernethy’s breakdown of the Berkshire Hathaway letter

Friday, March 15th, 2019
In prior years, when we have reviewed Warren Buffett’s annual letter to shareholders, we have noted the unique structure of Berkshire Hathaway (“Berkshire”) and stressed its importance in facilitating the self-funding of its growth. Berkshire is akin to a “mutual”...Click to view

Solid returns outside the ASX50

Friday, March 8th, 2019
Magellan Financial Group We recently initiated a position in MFG. A key rationale for this investment is that the resilient performance of Magellan’s global equities strategies through the recent market volatility is likely position the business for strong retail inflows....Click to view

Something’s gotta give

Friday, March 8th, 2019
Australian company earnings update – eps growth of 3% for FY 19 The Australian company reporting season is almost complete. Reported company results have broadly been in line with expectations that had been lowered in the “confession season” last year....Click to view

The Japanese Syndrome

Thursday, February 28th, 2019
In January 1990, the Japanese stock market as measured by the Nikkei 225 index was trading at above 38,000 points. Today, some 29 years later, the index is sitting just above 21,000 points – the same level as in both...Click to view

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