Weekly Investing Report

Stock in the Spotlight: Macquarie Telecom


Friday, March 15th, 2019
Macquarie Telecom (ASX:MAQ) recently delivered a solid 1H19 result headlined by EBITDA of $25.5m for the half, up 14% and in line with expectations. Management provided first-time FY19 guidance of $51-$53m, implying growth of 10% for the fiscal year. The...Click to view

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

Market Wrap: Positive reports


Friday, March 8th, 2019
 Clime Group owns shares in RIO, WEB, BXB and HSN....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

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