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  1. Kimber Capital appointed as Co-Manager – PTrackERS

    Australia’s got to be the best place to live in the world doesn’t it? It’s a great place to invest too. Well, it’s certainly been very good to me and my clients over the years. That’s not to say that … Continue reading

  2. Throw another prawn

    So Australia’s out of the Cup. We can stop pretending that we’re a soccer nation and get back to the real footy! The winter solstice has passed and we’ll be throwing prawns on the barby soon enough! Speaking of prawns, … Continue reading

  3. The keyboard is mightier than the sword

    The pen is mightier than the sword, so the saying goes. Although I guess that would be the keyboard now. It certainly seems accurate given the carnage a few Trump Tweets can sow. A jab at Amazon here, a couple … Continue reading

  4. Investment fashions

    My wife tells me that I don’t know anything about fashion. I tell her I have style and that never goes out of date. Not sure she agrees, but I do know a thing or two about investment fashions. The … Continue reading

  5. SHM – Shriro Holdings Ltd

    LT Buy, ST Buy: Target Price $2.47 Shriro Holdings Ltd (Shriro) is a consumer product company who is sales channel agnostic; be it physical or digital. The Australian retail industry is on the cusp of a new era with Amazon … Continue reading

  6. MGP – Managed Accounts Holdings

    MGP – Managed Accounts Holdings Ltd LT Buy, ST Buy: Target Price $0.45 on successful deal Managed Accounts Holdings Ltd (Managed Accounts) has announced a non-binding bid for Linear, another platform solutions provider. The deal appears transformational for Managed Accounts … Continue reading

  7. Omissions, CBA & Magellan

    Omissions generally are not accidents. The world turns collectively on our every action and our every omission whether we know it or not. Omissions, either by CBA management and or the board, will be a central theme in the AUSTRAC … Continue reading

  8. 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

  9. Sydney Airport – Notice of Intimidation

    The good people of Western Sydney have waited a very long time for the green light on Badgerys Creek as the site for the new international airport.   The Commonwealth Government has now issued SYD with a formal Notice of … Continue reading

  10. Year of the Underdog

    It has been a topsy-turvy year in 2016 with some quite unexpected outcomes, none more so than Donald Trump’s astonishing election win to become the 45th US President from next year. Here’s a potted, and by no means complete, timeline … Continue reading