Much has been written about the ‘sudden supply side problem’ … Continue reading Oil does not have a supply side problem
Hope is Not a Plan
The #1 trending saying over the past fortnight is ‘hope … Continue reading Hope is Not a Plan
Keep it simple – sir!
Keep it simple – sir! Without wishing to belie our … Continue reading Keep it simple – sir!
Half Yearly Outlook: Extraordinary Times
In last half’s outlook, we noted that ‘an astounding 90%+ … Continue reading Half Yearly Outlook: Extraordinary Times
ASX runs out of steam on avalanche of company earnings (AFR)
The Australian sharemarket finished underwater on Wednesday as a global … Continue reading ASX runs out of steam on avalanche of company earnings (AFR)
Investors wipe $41bn off market (The Australian)
Article by David Rogers – Markets Editor, Sydney The local sharemarket … Continue reading Investors wipe $41bn off market (The Australian)
Mineral Resources is positioned to surprise
We believe that the market is currently discounting the earnings … Continue reading Mineral Resources is positioned to surprise
Katana – Hot Stocks (The Sunday Times)
Katana Asset Management Speculative Buy – Troy Resources (TRY) $0.225 … Continue reading Katana – Hot Stocks (The Sunday Times)
Katana – Hot Stocks (The Sunday Times)
Katana Asset Management Add – Cash We see a number … Continue reading Katana – Hot Stocks (The Sunday Times)
2 Emerging Gems
Icar Asia Limited (ICQ): 2 important things happened this week … Continue reading 2 Emerging Gems
Fund Performance – Mercer
Whilst the September quarter was a tough period, we have … Continue reading Fund Performance – Mercer
ASX sags as Telstra, banks underswhelm
A buoyant start to the week on the Australian sharemarket … Continue reading ASX sags as Telstra, banks underswhelm
Adaptation is the name of the investment game
In the rough and tumble world of managing other people’s … Continue reading Adaptation is the name of the investment game
Westpac has written the playbook – others now likely to follow
Westpac Banking Corporation (WBC) has re-listed this morning after finalising … Continue reading Westpac has written the playbook – others now likely to follow
A quarter to forget on the ASX, and the next isn’t looking great
The Australian sharemarket has suffered its worst quarter in four … Continue reading A quarter to forget on the ASX, and the next isn’t looking great