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John Abernethy
QE In Europe & Reporting Season Wrap
Added On - 3/6/2015 9:50:47 AM
The world losing faith in the euro currency and hyperinflation. But let's not get too negative just yet. Japan is likely to crack on that front well before Europe.
Will Our Bank Stocks Perform In 2015?
Added On - 2/20/2015 12:58:26 PM
The major banks are fair value given their yield. We don't think there will be significant earnings growth. And they should hold prices unless there is an external shock.
Rumourtrage
Added On - 2/10/2015 12:52:58 PM
In my view rumourtraging is a bi-product of insider trading and both flourish because information does not flow consistently or fairly to the market.
How You Can Navigate This Global Market Chaos
Added On - 1/30/2015 3:18:18 PM
You might be wondering what you should do amid so much global market volatility and uncertainty. As we have pointed out consistently, significant risks remain around the world particularly in the bond market; markets such as commodities and oil are in meltdown; and markets remain at the whim of Central Banks.
Sign-Off On QE
Added On - 11/7/2014 9:08:46 AM
Janet Yellen stayed the course and ended QE as expected. Before we wave goodbye, let's cover off on a few important indicators to watch going forward.
Trading Medibank Private
Added On - 10/30/2014 1:54:48 PM
In August, the Australian Government announced its intention to privatise Medibank Private through an initial public offering (IPO). The Medibank Private share offer opened to retail investors on Tuesday (28 October) and will end November 14. We review the prospectus and highlight some of the things investors need to consider before investing in this health insurer.
Stock Opportunities As The Market Corrects
Added On - 10/23/2014 1:14:13 PM
The recent market correction has pushed the market towards fair value. This should create the right environment to deploy capital in the Australian market.
The Case For LIC's
Added On - 10/7/2014 2:16:51 PM
A LIC is a listed investment company that offers investors access to a diversified portfolio of shares in other companies also listed on the stock market. Today, we discuss the features & benefits of this investment vehicle.
Opportunities In An Ageing Population
Added On - 9/25/2014 3:58:08 PM
An ageing population is a major demographic and economic issue affecting most advanced economies around the world and Australia is no exception. In today's Investing Report, we highlight eight stocks we believe are best placed to benefit.
Observations: Potential Returns & Risks
Added On - 9/19/2014 1:44:55 PM
In today's Investing Report, George Whitehouse, Portfolio Manager at Clime details a number of indicators Clime follows to assist with gauging equity markets (and thus possible investment opportunities).
Stock Opportunities From A Weaker AUD
Added On - 9/11/2014 5:33:59 PM
In recent days the Australian dollar ($A) has undertaken a marked depreciation against the US dollar ($US). It remains to be seen how far this will continue, but most commentators (including Clime) have long been suggesting that a significant adjustment is on the cards. Investors therefore should be looking for stocks leveraged to a falling $A.
How BHP & RIO Hide The Iron Ore Slump From You
Added On - 9/5/2014 11:54:07 AM
In today's Investing Report, we dig into the recent financial reports of Australia's major mining companies - BHP Billiton and Rio Tinto. They may have led their shareholders to believe that they have managed to grow profits solidly in the six months to June. However the truth is somewhat different.
Letter To Investors: Investing Towards The End Of The Great Bond Bubble
Added On - 8/27/2014 1:02:49 PM
The outlook for asset prices is extremely hard to predict. Whilst we maintain our view that good quality Australian and overseas listed companies will deliver attractive returns over a long period, we remain cautious concerning the short term outlook for asset markets in general.
A Letter To Investors
Added On - 3/5/2013 8:48:48 AM
The sharemarket can be both a wonderful and a frustrating place to invest or trade. Indeed we suspect that many who entrust their capital to professional managers must struggle with the logic of what is being done on their behalf.
Four Stocks To Watch This Reporting Season
Added On - 8/10/2012 4:34:32 PM
The coming of the 2011-12 reporting season may be compared to the 'silly' season of Christmas. Some commentators are suggesting that the market is in waiting for a storm of negative earnings reports. Time will tell, but shortly we will be dealing with facts rather than speculation.
A Review Of The Recent Past
Added On - 7/10/2012 11:51:09 AM
To put the markets into true context, it is worth reflecting on the economic strategies that have been implemented around the world post the GFC and during the current European debt crisis. In doing so it is absolutely essential to acknowledge that there is no historic precedent for the scale or breadth of the policies which have been adopted in the US, Europe and Japan.
The Evolution Of Mediocracy
Added On - 5/8/2012 5:33:28 PM
It is not necessarily the fault of size. However, there are clearly signs of the diseconomies of scale in managing capital when a large investment fund is not managed with intelligence and is not adaptable to change.
Looking Into The Future
Added On - 4/12/2012 11:30:18 AM
The confusing daily commentary of unfolding events across the economic world surely test market confidence. Naturally investors' perceptions about the investment outlook are at best wary, at worst panicky. However, much of this is focused on the short term. We have commented in the past that whilst the short term outlook is clouded the longer term is much more certain.
Political Leadership Is One Thing, But What About Our Business Leaders?
Added On - 2/9/2012 2:00:11 PM
It may now be time for a national business summit hosted by the Prime Minister. President Obama this week set an agenda for businesses to bring jobs back to the US. Our Prime Minister needs to set an agenda whereby our businesses do not lose jobs for Australia.
Renumeration Of Australian Executives
Added On - 11/24/2011 12:27:24 PM
So much for advisors, but the above analysis shows why shareholders are rightly looking at highly paid executives. Importantly they should focus on of five- and 10-year returns and if they do they will conclude that very few executives have added value and thus they are excessively remunerated.
Italy In Perspective & Why A Macro View Is Important For Investors
Added On - 11/17/2011 12:33:21 PM
Italy now sits at the precipice. What does this mean for countries such as France, the United Kingdom, Germany and the United States?
The Further You Look, The Better It Gets
Added On - 10/28/2011 11:20:32 AM
Right now it is our investment team's belief that the Australian sharemarket is approximately 15% undervalued as a whole. Individual stocks are being presented at greater or lower discounts and we are building portfolios along these lines.
 

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