Nigel Littlewood

Nigel
Littlewood

CEO
Harness Asset Management

Nigel has been an investor, advisor, newsletter publisher and fund manager in the Australian Stockmarket since 1986

Expertise

No areas of expertise

An Aussie company making it in the USA

Nigel Littlewood

I travelled to the USA in October for several company visits. In Salt Lake City I visited the US division of Sydney based Credit Corp (ASX:CCP). Recent history of the PDL (purchased debt ledger) sector in the US is interesting. Many participants have been pushed out of the industry over... Show More

ASX:CCP Credit Corp Group

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Getting on to the next big trend

Nigel Littlewood

We have pivoted the HAM portfolio to gain exposure to the strong trend in infrastructure spending. The quote below came from a SME business survey conducted by the highly experienced and respected, Ross Cameron Show More

small caps

ETF's: The most crowded trade in history

Nigel Littlewood

While we are close to driverless cars but not quite there yet… we appear to be embracing 'driverless investing; with abandon. Indeed as Steve Bregman points out in this great presentation, the money flowing into index style funds that invest with no regard whatsoever to value, has created the “most... Show More

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A small cap with a global growth strategy

Nigel Littlewood

There are two things that make share prices rise. First, earnings growth which is the long-term fundamental driver, and secondly, multiple expansion which is a reflection of increased investor confidence. It stands to reason that during a crash, P/E multiples fall to cyclical lows as sentiment is negative, and during... Show More

ASX:SHM Shriro

A cheap microcap cooking up value

Nigel Littlewood

Shriro is an exciting prospect trading on a single-digit earnings multiple, no net debt, and an enticing dividend yield of around 9% fully franked. So while it appears cheap it also has a growth strategy that has the capacity to see a big earnings jump and a PE rerate providing... Show More

SHM ASX:SHM

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How are Australian Cricket and Investing alike?

Nigel Littlewood

During the summer months, I enjoy listening to the Cricket on the radio. Unlike my father (who would inject it if he could), I’m no expert but I find it engaging while I’m driving or doing chores around the home. This Season I had an observation that seemed so parallel... Show More

ASX:CCP Longform ASX:FSA ASX:AIK ASX:PMP ASX:KPT

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Three selling strategies to optimise portfolio performance

Nigel Littlewood

Over the last month the HAM Small Companies Value Fund is up around 15% at this point. (Patience rewards value investors) It poses the very tricky question of selling stock. Show More

selling profit taking Longform

iSelect’s private drama

Nigel Littlewood

We have been following the story of iSelect (ISU) for a while, and we think that neither the market nor the management (in its communication with the market) seem to pay enough attention to the impact of the drama that has unfolded between the company and one of its key... Show More

iselect

How High Can An Airport Fly?

Nigel Littlewood

Every boom busts..it's just a matter of when. The boom in yield stocks, that appear to posses safe earnings, has been significant. Sydney Airports has been distributing more than its cash earnings (after maintenance capex) for more than a decade. The stock appears to be priced for a perfect future.... Show More

value investing small caps contrarian sydney airport

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