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  1. Shriro – Solid foundations

    It is better to be sure of a good result rather than hope for an excellent one. After Shriro Holdings (SHM) reported a 6.6% first quarter sales increase, traditionally the year’s quietest trading time, and where 70% of revenue booked … Continue reading

  2. Fortescue Metals (FMG)

    The Spanish Festival of San Fermin, otherwise known as the running of the bulls, tests the athletic skills of mostly young men against 900 kg of snorting rib eye steak, in the narrow streets of Pamplona. The bulls, not surprisingly, … Continue reading

  3. Off to a solid start – Shriro Holdings

    At any given investment point we have two choices – step forward into growth or step back into safety . The Brexit vote last week meant global investors opted for the second. This creates opportunity for the braver investor. So we have been … Continue reading

  4. Shriro

    Opportunities don’t happen, goes the business maxim. They are created. Watching the listing of the new IPO Shriro holdings, it reminded me of that, and one old share market rule – never buy an IPO which lists in June. Shriro … Continue reading

  5. Hard as nails

    A couple of themes which come through loud and clear reading the authorised biography* of Kerry Stokes, is this bloke is as hard as nails, knows the value of a dollar and has a big heart. His holding company, Australian … Continue reading

  6. Steady as she goes

    Adolph Coors III, who was allergic to beer, was the heir to the Coors beer empire—being allergic to beer is bad fortune for many, but it is Sod’s law that someone allergic to beer would inherit a beer empire. So … Continue reading

  7. Death and Taxes are two certainties in life…

    Death and Taxes are two certainties in life. The first famous author to utter this line was Daniel Defoe, in The Political History of the Devil, 1726. America’s pre-eminent founding father, Benjamin Franklin echoed Defoe’s sentiments in his famous 1789 … Continue reading

  8. CAN do and go up

    A successful broker must be big enough to admit his mistakes, smart enough to profit from them, and strong enough to correct them. The investment case we had for the Australian banks, like that of many overseas hedge funds, is they … Continue reading

  9. $9bn in free cash flow, really.

    The four most beautiful words in the English language according to Gore Vidal are “I told you so.” And we recognise hubris is a two way street in downtown Athens which can come back and bite you on the arse. … Continue reading

  10. Fortescue Metals Group

    The market, generally speaking can be divided in two camps:  pessimists who see the difficulty in every opportunity and optimists who see the opportunity in every difficulty. Fortescue Metals (FMG) is the touchstone for this sentiment. The positive momentum building … Continue reading