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There were 5 key themes that emerged from the recent earnings season

Clime Investment Management

Clime Investment Management

There were 5 key themes that emerged from the recent earnings season. Market estimates on the whole were marginally exceeded and most stocks beat guidance, though we should note that companies have been guiding the market to expect results slightly lower than they actually delivered. But a number of key themes for value investors emerged: 1. The market continues to reward companies delivering income and returning capital. 2. We're witnessing a wealth transfer from mining services to the miners. 3. The housing construction upturn will keep delivering. 4. Short squeezes triggered big price moves. 5. A number of stocks moved back towards value after better-than-expected results, including McMillan Shakespeare, Ausdrill and SMS Management & Technology. Read the report: (VIEW LINK)


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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.

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