Investment Update Webcast – March 2018

Peters MacGregor Capital Management

Wayne Peters, Chief Investment Officer and Nathan Bell, Head of Research, provide an update to the Peters MacGregor Global Equity portfolio. Stocks discussed include: Discovery Communications, Charter Communications, Liberty Broadband, Liberty LiLAC,, Alibaba and more. Show More

Podcast: Profiting from the global rise of internet usage

Peters MacGregor Capital Management

In the third episode of the Peters MacGregor Global Investing Podcast, Nathan Bell, Head of Research, and Trevor Scott, Senior Investment Analyst, compare and contrast the digital landscape and internet service providers in Australia and around the world. With growing internet usage demands and consumption of online content around the... Show More

Where has the growth gone? You have to know where to look

Nathan Bell

Investors with a portfolio of top-20 Australian stocks have recently been asking where the growth has gone. Looking at global GDP figures you’d be forgiven for thinking that there isn’t any growth anywhere. At least not that’s available at an attractive price, given the current high valuations for stocks offering... Show More

A Look at John Malone, the Cable Industry & Charter Communications

Peters MacGregor Capital Management

At Peters MacGregor Capital Management we currently hold a number of John Malone’s Liberty cable companies and want to highlight Charter Communications and why think it’s a great company, in a great industry, with excellent oversight with John Malone as Chairman of Liberty Broadband. John Malone has a relatively low... Show More