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

Clime Asset Management

Most of the time investors trade stocks on the secondary market but from time to time we get access to new floats through our brokers or general public offers. Initial public offers (IPOs) can be a good way to ‘get in’ on a great opportunity, therefore knowing what to look... Show More

Clime Asset Management

Myer Holdings has been a perennial underperformer for most of the last seven years since their float in 2009. The department store shares were sold at $4.10 in their 2009 float; closed at $3.75 on their first day of trading and has never traded at or above the float price... Show More

Clime Asset Management

The rise of emerging markets have transformed the global economy and the way investors allocate capital over the past 25 years. It has become increasingly synchronised reflecting their enhanced integration into global trade and capital flows, with China at the epicentre of this shift. As measured by purchasing power parity... Show More

Clime Asset Management

At a tech conference recently, we heard from technologists and CEO’s of emerging ASX-listed companies on the edge of developing trends. Hearing them present on the changing landscape is fascinating but also has a way of making one feel uneasy with how new trends could affect investment markets. Two of... Show More

Clime Asset Management

What did the latest reporting season tell us about the course of future dividends? The season continued the theme, which started in 2012, of dividend growth outstripping earnings growth. During this period, listed Australian businesses have generally focused on “cost-out strategies” rather than investing for growth through the business cycle. Show More

Mark Tobin

Apologies for my long hiatus, it has been hard to find interesting, reasonably valued stocks. Blackwall Property Funds (BWF) manage and service ~$600m of properties for various property vehicles. What’s exciting is they are in the early rollout phase of their shared office product ‘WOTSO Workspaces’. The strategy is to... Show More

PM Capital

Paul Moore, Founder and Chief Investment Officer, of PM CAPITAL believes that in order to consistently deliver outstanding returns you need to be doing something different from the crowd. For over 30 years PM CAPITAL has used the same three guiding principles to help build a unique investment track record.... Show More