The unprecedented dive in the value of shares in miner … Continue reading Glencore sell-off won’t force investors to shed mining stocks
Miners smashed in market rout
Australian resources stocks were rocked in the wake of British-listed … Continue reading Miners smashed in market rout
Energy Company Short Positions at Multi-Decade Highs
The graph below courtesy of JPMorgan relays an interesting message: … Continue reading Energy Company Short Positions at Multi-Decade Highs
US Oil Production IS Declining
One report this morning indicated that oil may fall as … Continue reading US Oil Production IS Declining
We’re Missing the Point on Oil
The problem with oil is not that it is ‘suddenly’ … Continue reading We’re Missing the Point on Oil
Katana: A stock we like for rising US interest rates
The Wall Street Journal’s August Economic Survey shows 82% of … Continue reading Katana: A stock we like for rising US interest rates
3 Emerging Gems
Pioneer Credit Limited(PNC) The catch cry of long in the … Continue reading 3 Emerging Gems
Record differential present opportunities in small cap industrial stocks
Romano Sala Tenna, Portfolio Manager at Katana Asset Management, says … Continue reading Record differential present opportunities in small cap industrial stocks
Independent Verification is Essential in Technology Investing
We don’t do a lot in the emerging technology space. … Continue reading Independent Verification is Essential in Technology Investing
PNC Offers Investors Sustainable Earnings Growth
Sustainable earnings growth is the rarest of commodities, with one … Continue reading PNC Offers Investors Sustainable Earnings Growth
Katana reveals its secret: Stop looking for perfection
Fund managers Perth team’s outperformance based on deep research and … Continue reading Katana reveals its secret: Stop looking for perfection
The hotshots of tomorrow?
You may not have heard of them yet, but should … Continue reading The hotshots of tomorrow?
Australia’s Woolworths slashes profit outlook, seeks new CEO
The sense of crisis swirling around iconic Australian supermarket chain … Continue reading Australia’s Woolworths slashes profit outlook, seeks new CEO
The Good, the Bad and the Worse
We conducted a small investor tour this week visiting 8 … Continue reading The Good, the Bad and the Worse
Those Who Forget the Mistakes of the Past are Doomed to Repeat Them (Part I)
First came the Daleks, then Darth Vader and then Davnet. … Continue reading Those Who Forget the Mistakes of the Past are Doomed to Repeat Them (Part I)