Consolidated Operations Group are the cogs starting to turn?

Mark Tobin

Consolidated Operations Group (COG:ASX) is the new incarnation of the old Armidale Investment Corporation (AIK:ASX). COG has been slowly transitioning itself from the old LIC structure to a proper operating business structure over the last two years. COG is now pursuing two main lines of business: Show More

What Mattered Today; Buy banks into seasonal strength

James Gerrish

There was actually a lot on the radar today despite reporting season cooling down this week - another couple of days and we’ll be done. All up it’s been good, more upgrades than downgrades and better outlooks in aggregate. A ‘tick’ thus far. QBE was out with results and they... Show More


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Doing Something You Love (and turning a profit)

Michael Glennon

When I left my last firm just before the GFC I had a non-compete associated with the sale of the equity as I was a major shareholder. For the first time in my career I took some time off. I travelled overseas and spent some time in Madrid, Spain. I... Show More

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Sunset Strip > Trading Day Wrap From Blue Ocean 20170323

Mathan Somasundaram

Local market made a small recovery from yesterday’s smack down but sentiment remains weak. US market remains in the second part of “Buy the rumour, Sell the fact” trade as US fiscal policy ran into multilevel execution problems. Media articles are pointing to delays in financial deregulations, health care reform... Show More

Quality small-caps battling the headwinds

Monash Investors Pty Limited

Out of the top 12 companies held by the Monash Absolute Investment Fund, 7 beat analyst earnings expectations during the recent reporting season. However, the headwind against smaller growth companies that started in October continues. So despite a “good” results season, the fund went backwards. Show More

Sunset Strip > Australian Market Trading Day Wrap

Mathan Somasundaram

Afternoon report with the Australian market aimless as the US was shut for President's Day: Show More

Silver Chef Limited (ASX: SIV)

Leyland Private Asset Management

Silver Chef Limited (SIV) is an Australian based business involved in leasing, lending and renting, focused on the hospitality sector. On November 17th 2016 Silver Chef announced to the market that it had been the victim of a fraud event. The share price initially dropped 18% on the back of... Show More

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Buy Hold Sell: US Dollar Earners

Buy Hold Sell

The Aussie dollar has lost over 5% since the US election, while the US Dollar has put in one of its longest winning streaks on record on the prospect of higher inflation and wider deficits. So in this week’s Buy Hold Sell we turn the topic to US Dollar earners,... Show More

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Spheria: Small financials looking frothy

Livewire Exclusive

Marcus Burns, Portfolio Manager at Spheria Asset Management, says there's been two reasons for the recent small-cap outperformance. Firstly, the quality of the companies has improved, while secondly, large companies have been performing poorly. While the outperformance has been welcome, he's beginning to see signs of overvaluation. One area he... Show More

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Executive Series - Silver Chef (SIV) Founder & Chairman, Allan English


Tom Piotrowski speaks with Silver Chef (SIV) Founder & Chairman, Allan English about the company’s strong full year results, expansion of its Canadian business and the appointment of new CEO Damien Guivarra To view more Executive Series interviews, visit: Show More

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Podcast with Allan English - Executive Chairman and founder of Silver Chef

Chris Titley

In the latest episode of the Morgans Executive Series, I caught up with Allan English, Founder and Executive Chairman of Silver Chef. Allan discusses the history of the business, the involvement in his charity being the Largest Shareholder, the alignment of values within the culture of the organisation as... Show More

Silver Chef: strong earnings momentum expected to continue

Robert Frost

Silver Chef (ASX:SIV) delivered an interim result ahead of expectations and is guiding for a better full-year forecast than the market had factored in. SIV, which has been a long-term holding of OC Funds Management, provides equipment funding to small and medium-sized businesses and originally focused solely on the hospitality... Show More

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Executive Series - Silver Chef Group (SIV) Executive Chairman, Allan English


CommSec’s Tom Piotrowski speaks with Silver Chef Group (SIV) Executive Chairman, Allan English about the company’s half year results and growth in its Canadian business. Show More

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