Latest News

Stock in the Spotlight: Axsesstoday

Wednesday, August 15th, 2018
Axsesstoday (AXL), a specialist provider of funding solutions for small to medium-sized businesses, provided an upbeat trading update last week, which has seen the stock react positively in the days since. Before delving into the specifics of the update, to...Click to view

Emerging market weakness an attractive equity opportunity?

Wednesday, August 15th, 2018
Year to date in US$ terms, emerging market equities are down 5.6%, while global equities are up 4%. Furthermore, the Russel 2000 Index in the US is up by close to 10% and the global technology sector is up by 14%. The...Click to view

AMP becoming opportunity for only second time since 1998

Thursday, August 9th, 2018
AMP is interesting because it is so hated and under-owned that any news better than the market expects would spark a rebound. Three per cent of the equity is short-sold, which would add to any squeeze. The stock trades on...Click to view

Tweeting obvious

Thursday, August 2nd, 2018
President Trump’s tweets took a predictable turn (at least to us at Clime) last week when he vented on both the manipulation of currencies and interest rates in the same thought bubble, once again targeting unfair trade. To quote –...Click to view

Stock in the Spotlight: Telstra

Thursday, August 2nd, 2018
Telstra shares are down 31% over the last year and the dividend cut heightened the pain, with the former longstanding and prized 31-cent per share annual dividend now only a memory. The company’s problems are well-known: falling revenues from disconnections...Click to view

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