Mathan Somasundaram

Macro outlook: Global markets are expected to start the chase yield as macro risks start to subside. We continue to like globally diversified business models while small cap industrials remains the key preferred sector/size category on growth and yield to value basis. Bank sector is likely to be the main... Show More

Steve Johnson

I followed up yesterday's post with another this morning on Blackmores. The full year results numbers surprised me somewhat. The official numbers suggest sales grew more in Australia than Asia, whereas I had thought Asia was driving the renaissance. One of our blog readers, however, tells me the official numbers... Show More

Steve Johnson

Almost three years ago I wrote a blog post titled 'Three Darling Stocks to Sell.' The three were McMillan Shakespeare, Flexigroup and Blackmores. I wasn't saying any of them were about to go bust, just putting forward the thesis that they were priced as better businesses than they were. Show More