Market Wrap: Integral Diagnostics, Amcor & Audinate

Monday, November 11th, 2019
Market Wrap is back with the team discussing what’s topical on the market over the last fortnight. In large caps David Walker takes us through what came up at Amcor’s AGM. Vincent Cook and Jonathan Wilson address two Model Portfolio...Click to view

Company Update: RPM Global

Monday, October 21st, 2019
Within small caps we hope to identify businesses that we can follow on the journey to becoming much larger over time. In this regard a key focus is on niche leaders with deep pools of opportunity. We have followed mining...Click to view

Premier Investments shares surge as Smiggle takes on the world

Friday, October 11th, 2019
The Clime Direct Model Portfolio owns shares in Premier Investments (PMV), which has portfolio of retail brands including Smiggle, Peter Alexander, Just Jeans, Jay Jays, Portmans, dotti, Jacqui E, a 28% shareholding in Breville and 10% of Myer. PMV shares...Click to view

The View: Don’t Wake The Elephants

Friday, October 11th, 2019
The volatility encountered this week in equity markets somewhat belies the intention of Central Banks, including our RBA, in keeping interest rates low. With bond yields at all time lows and cash rates plummeting, there should be plenty of support...Click to view

Google Inc (GOOGL.OQ)

Friday, January 30th, 2015
Headquartered at the ‘GooglePlex’ in California, Google has become an integral part of much of the world’s lives due to its leading search engine. The company strives for non-incremental (or 10x) improvements across an ever increasing field. The driving force...Click to view

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