The August 2014 company reporting season is here and investors will be wondering which stocks are about to disappoint and which might deserve valuation...

Clime Investment Management

Clime Investment Management

The August 2014 company reporting season is here and investors will be wondering which stocks are about to disappoint and which might deserve valuation upgrades. The domestic economy is patchy, making revenue growth difficult for domestically focused firms. Consumers are still fragile after the tough federal budget. Protracted A$ strength is hampering the transition of economic growth from resources investment to domestic investment. There are companies with offshore exposure to stronger growth, but few in value. Mining services companies are deeply in value but shareholders face a long wait for increased activity and better returns, while capital management by resources companies is in the mix following shareholders' rejection of Woodside's buyback. John Abernethy, Clime Asset Management and David Walker, StocksInValue give us the latest in the video: (VIEW LINK)


Clime Investment Management
Funds Management & Stock Research
Clime Investment Management

The Clime Group is a respected and independent Australian Financial Services Company, which seeks to deliver excellent service and strong risk-adjusted total returns, closely aligned with the objectives of our clients.

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.