commonwealth bank

Clime Asset Management

The central argument of our thesis on CBA has been the stock would lose most of its premium to its major bank peers as ANZ and National Australia Bank derisked and improved their profitability by correcting their strategic mistakes (eg. divesting non-core businesses), managing their capital more efficiently and resuming... Show More

Clime Asset Management

Despite the likes of CBA running hard, investors can still find pockets of solid-yielding companies selling at reasonable prices. There have been warnings recently that investors are taking on too much risk in their quest for yield. This comes as investors seeking income in a low-interest-rate environment push the values... Show More

Clime Asset Management

With interest rates so low that investors are losing in cash, more and more investors will turn to yielding securities. Three popular stocks for yield are Telstra, Commonwealth Bank and Transurban, but are they still good yield plays? Read our analysis of the changing yield game: http://www.clime.com.au/?p=13793 Show More

Ninus Kanna

How we beat the street. Thursday 21st November was the one-month anniversary of the FE 200 model portfolio. It's been a great month - returning 2.5% more than the ASX 200! This is because of good quality companies with better earnings prospects. But our banking sector call helped a lot... Show More