Clime Model Portfolios

Why China holds the rates keys

Thursday, November 21st, 2013
Summary: Interest rates have plunged around the world as a direct consequence of the stimulus efforts of central banks in the US, Europe and Japan. But, even with the smell of economic recovery in the air, it’s unlikely interest rates...Click to view

Is Reece’s hot share price overheated?

Tuesday, November 12th, 2013
Summary: Listed plumbing and bathroom supplies business Reece Australia has put on more than $600 million in value over recent weeks, with its market worth now topping $3 billion. But, at current levels, with a price-earnings ratio of 25 times,...Click to view

The ‘big four’ are overvalued

Thursday, November 7th, 2013
Summary: Bank shareholders are enjoying a rewarding reporting season, but are fortunate economic conditions are sufficiently favourable to support lower provisioning as a replacement for income-driven profit growth. The downtrend in provisioning reduces bank resilience to economic and financial shocks,...Click to view

Does a Brickworks demerger stack up?

Thursday, October 31st, 2013
Summary: The cross-shareholdings between Brickworks (BKW) and Washington H. Soul Pattinson (SOL) have been in place for decades, but the arrangement is being actively challenged by fund manager Perpetual Investments and investment banker Mark Carnegie. The investors have put forward...Click to view

Seven stocks that are not magnificent

Wednesday, October 23rd, 2013
Summary: The current global equity market rally could be the calm before the storm, unless the US Government can achieve a more stable debt outcome. Here are seven Australian stocks that are set to underperform based on their current high...Click to view

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