Latest Articles

Trading the Trump

Thursday, April 5th, 2018
Thirteen months of relative stability in the US stockmarket have now given way to eight weeks of increasing volatility and uncertainty. The inflection point (late January) was passed with the fear of emerging inflation, as US wages were observed to...Click to view

Mining for long-term returns

Thursday, March 29th, 2018
Lycopodium (ASX: LYL) is an Australian based engineering and project delivery group which provides a complete range of services for the evaluation, development, implementation and optimisation of projects across a broad range of industries, the most notable of which being...Click to view

A franked discussion

Thursday, March 22nd, 2018
The announcement by the Australian Labor Party (“the ALP”) of its policy shift to stop the cash rebate of franked dividends was predictable … and is alarming. It was predictable because the cash rebates attached to franking could be accessed to an...Click to view

Better things to come for niche small-cap

Thursday, March 22nd, 2018
Recently in December we introduced traffic enforcement technologies developer Redflex Holdings (ASX:RDF) as a company we see as improving during 2018, and one we hold within the Clime Smaller Companies Fund (CSCF). Our thesis is unchanged after the company reported...Click to view

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

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