Buffett’s biggest deal ever
Warren Buffett made the biggest deal of his life with his acquisition of Precision Castparts (PCP.N). Precision Castparts makes parts for the likes of the airline, power and oil-and-gas industries. ...
Volatility to continue as the investment world transitions
Summary In a wide-ranging interview John Abernethy, Chief Investment Officer of Clime Asset Management, in conversation with StocksInValue analyst David Walker, covers the key macro elements of the outlook for ...
Letter to Investors – Outlook for 2016
Written by John Abernethy, Chief Investment Officer More of the same - with a twist Over the financial year 2014/15, diversifying away from Australian assets (ex-property) was the best portfolio ...
Yield is only part of the story
Written by Jonathan Wilson, Analyst, StocksInValue You may have heard Australia’s market described as a ‘dividend market’. It’s a broad trend we have discussed for some time. Strong demand for ...
The mixed fortunes of Pharma
Written by Alex Hughes, International Analyst, StocksInValue The pharmaceutical industry has a lot going for it. Household names such as Johnson and Johnson (see valuation), Pfizer and Merck have been rock solid ...
Why a falling $A can boost your portfolio returns again this year
A year ago we forecasted that the $A would fall significantly. At the time we said the potential currency decline created an opportunity, particularly for savvy SMSF and self-directed investors, ...
Three quality ASX stocks with offshore growth
Written by Jonathan Wilson, with insights from Adrian Ezquerro, Clime Senior Analyst For most large ASX companies leveraged to the sluggish domestic economy, GDP-plus growth is hard to find. The ...
Its Super watching Buffett
While Warren Buffett's recent investment in IAG Limited suggests that parts of the Australian equity market represent a growth opportunity, it also exposed how inefficient the Australian capital market has ...
Greek Crisis: A European distraction?
The topic ‘du jour’ in financial markets remains Greece, and the possibility of either debt default, exit from the Eurozone, or both. Greece continues to negotiate with its major creditors ...
European businesses of interest
Share markets throughout the world moved higher as Greek made progress towards a deal with creditors, increasing the probability that an exit from the Eurozone will be avoided. The Greek ...
