The current Reporting Season of August 2018 has left some investors surprised, some disappointed and some delighted. As Reporting Season nears completion, a name falling into the category of delight has been that of People Infrastructure, beating prospectus forecasts and consensus expectations, with management guiding to further growth in FY19.... Show More
Following on from my post about seeing value in Telstra, now that the much-anticipated Telstra2022 strategy is in the market, we like the new direction, and sense that TLS’s share price plunge may be coming to an end. Show More
Since the Royal Commission kicked off hardly a day has gone by without Australia’s largest financial institutions in the news, for all the wrong reasons. Some of the accusations are quite shocking and make for great headlines. Show More
The market moves in cycles which are often extreme. We are currently experiencing a market which appears almost exclusively focused upon momentum rather than value, quality or traditional fundamentals. Should investors give up on fundamental value investing strategies and follow the markets’ momentum focused lead? Or is it time to... Show More
