Investing Report Archive

Our ongoing case to invest for growth

Thursday, May 31st, 2018
With equity markets recovering steadily after the February correction, many investors keep looking for bearish narratives and reasons to sell. This is despite observable and reported strong US company earnings in the recent March quarter. In our view, current earnings...Click to view

AxsessToday: Accessing Significant Growth Today

Tuesday, May 29th, 2018
One doesn’t have to look too far to see the challenges being faced by some of Australia’s largest listed institutions, many of which have been exposed in recent times by the Royal Commission. This in turn has delivered investors in...Click to view

Stock in the Spotlight: Experience Co

Thursday, May 24th, 2018
Adventure tourism provider Experience Co (EXP) has a growing profile in Australia’s booming tourism industry, a market that will benefit from the rising Asian middle class over the next decade. Recently, shares tumbled following April’s downgraded earnings guidance, which resulted...Click to view

Macquarie an interesting alternative to the major banks

Thursday, May 24th, 2018
It would be understandable if investors with large holdings in the four major commercial banks spent much of their time reviewing the recent mixed earnings results and negative newsflow from the Royal Commission. However, the vast amount of negative media...Click to view

Market Wrap: Industry Insights

Thursday, May 24th, 2018
 Clime Group owns shares in ORA & AMC. David owns shares in AMC....Click to view

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