Archive | Quarterly Newsletters

Quarterly Newsletters

March 2016 Quarterly Newsletter

In the March 2016 edition we review performance and attribution. In our headline stories, we cover Cochlear and Blackmores’ new infant formula. We take a look at electric cars, oil and credit rating agencies. We also comment on trends in central banking and “just-in-time” investing.

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December 2015 Quarterly Newsletter

In the December 2015 edition we review performance and attribution. In our headline stories, we visit China and look into Blockchain. In addition we comment on takeovers, Atlassian and high yield  bonds.

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September 2015 Quarterly Newsletter

In the September 2015 edition we review performance and attribution. In our headline story, we visit the USA. In addition we comment on the reporting season, shorting and the institutional imperative.

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June 2015 Quarterly Newsletter

In the June 2015 edition we review performance, attribution and look back on the 2015 Financial Year. In our headline story, we visit Asia. In addition we comment on the SIRFLOX trial, debt and the Federal Budget.

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March 2015 Quarterly Newsletter

In the March 2015 edition we review performance and attribution. In our headline story, Global Demographics are revisited for a second time, nearly 10 years after our initial article. Seek (SEK) is profiled and the February 2015 reporting season is reviewed. Finally we consider the merits of long term sustainable dividend growth.

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December 2014 Quarterly Newsletter

In the December 2014 edition we review performance and attribution. We profile Altium (ALU) and SAI Global (SAI). We ask the question – Are AGM’s a waste of time? And finally take a look at “winners” like IBM, Oil, Government policy and Vladimir Putin.

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September 2014 Quarterly Newsletter

In the September 2014 edition we review performance and attribution. We profile GBST Holdings and iProperty Group. Offshore we take a look at Quantitative Easing and US Energy. We also consider how technology for the Ages changes each generation.

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June 2014 Quarterly Newsletter

In the June 2014 edition we review performance and attribution. We introduce Intueri Education, an IPO, and we profile Aristocrat Leisure. We also take a look at the successes and failings of both the Renewable Energy Target and the recent Federal Budget.

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March 2014 Quarterly Newsletter

In the March 2014 edition we review performance and attribution.  We profile Reece, Infomedia and Flight Centre’s US operations as well as conducting discussions about lazy balance sheets and franking credits.

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December 2013 Quarterly Newsletter

In the December 2013 edition we introduce OzForex, an Initial Public Offering. We discuss deflation, economists and the New Zealand economy. Close to home, we take a look at the five super sectors of the Australian economy, HECS and touch briefly on a number of other businesses and issues.

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