investor insights

Mark Tobin

5 months ago we highlighted Blackwall Property Funds https://www.livewiremarkets.com/wires/31224. It looked well funded, undervalued and with its "WOTSO Workspaces" shared office model in early phase development, BWF overall looked interesting. The "WOTSO Workspaces" has plenty of room to grow, in terms of both the offering itself versus conventional offerings and... Show More

Clime Asset Management

Over the next four weeks, fund managers will pore over the financial reports of listed companies to determine whether the results properly reflect the company’s share price. The process of valuation is never simple, and we should all prepared for increased price volatility across the market. The pricing and assessment... Show More

Clime Asset Management

Following the Brexit sell off, stocks with direct exposure to financial market volatility, and those leveraged to rising interest rates, were dumped from investors' portfolios. We see two potential opportunities after the fall – 1. Clydesdale & Yorkshire Banking Group, covered yesterday https://www.livewiremarkets.com/wires/32279) and QBE Insurance Group (QBE). Show More

Clime Asset Management

Since mid-March 2015, our valuation and research platform, StocksInValue, has been providing our member’s access to an ASX Model Portfolio. The model portfolio was developed to demonstrate how Clime’s investment process, our analysts research and our quantitive analysis from StocksInValue, together, form expert insights from which our members’ (self-directed equity... Show More

Clime Asset Management

Return on equity (ROE) plays a vital role within Clime's investing methodology and represents a company’s earnings power. It’s the amount of profit a company generates relative to the amount of shareholders’ capital added to the business via equity raisings and retained earnings. Companies with higher returns on equity are... Show More