3 big cloud providers trading at attractive levels
Cloud service providers set to expand over 2023.
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Rachel Lafazanis
- Nov 24, 2022
- 1 min
Who will benefit from a downturn?
Stocks that may outperform in diffcult economic conditions.
Rachel Lafazanis
- Oct 26, 2022
- 1 min
Highs and Lows: how to use in investing
Our prinicpal adviser, Rob Shears, in his recent segment on Ausbiz TV, discussed how he used the 52 week highs and lows in our investment...
Rachel Lafazanis
- Oct 4, 2022
- 1 min
Behind the scenes: how we filter investment options
Our portfolio manager, Rob Shears, was recently asked on Ausbiz how does he filter the 58,000 global listed companies to find the gems....
Rob Shears
- Sep 8, 2022
- 3 min
Client question: “Should I sell and go to cash?”
This post seeks to answer the question: should I sell and invest in cash.
Rachel Lafazanis
- Sep 7, 2022
- 1 min
Ausbiz The Call: 10 stocks, 2 experts
Our investment manager, Rob Shears, was on Ausbiz TV today, where Rob and another expert provide their views on 10 stocks selected by...
Rob Shears
- Sep 6, 2022
- 3 min
Earnings Season round up
Earnings Season roundup for Q2 2022.
rachellafazanis
- Jul 25, 2022
- 1 min
Ausbiz: Currency impact on business selection
Watch our Portfolio Manager Rob Shears on Ausbiz talking about how currency influences the stocks Rob picks. https://www.ausbiz.com.au/me...
Rob Shears
- Jul 20, 2022
- 3 min
Market update: Inflation
Long term interest rates are pricing in inflation as a more short to medium term rather than a long term.
Rob Shears
- May 10, 2022
- 4 min
Quarterly Profit update
March-April 2022 Newsletter The market has had the opportunity to check its forecasts in the last week and some of our businesses have...
Rob Shears
- Apr 22, 2022
- 2 min
Great Company at a Fair Price: Constellation Software
Constellation Software is a Canada based conglomerate owning a collection of vertical market software (VMS) businesses. That is,...
Rob Shears
- Apr 14, 2022
- 2 min
New Addition: Adobe
Adobe is a great business. It is made up of 3 businesses: Creative cloud, Document Cloud and Experience Cloud. The Creative Cloud...
Rob Shears
- Mar 10, 2022
- 2 min
New addition: Taiwan Semiconductor
Taiwan Semiconductor is one of the most important businesses in the world. It is also one of the most profitable. Of the semiconductor...
Rob Shears
- Mar 3, 2022
- 8 min
News: Meta, Magellan and more
It has been a volatile reporting season. The wonderful businesses we own generally had outstanding results. Alphabet continues to...
Rob Shears
- Feb 8, 2022
- 6 min
9 ways to be prepared for stock price drops
Having been managing client’s investment portfolios for over 15 years now, I know there are very few people who like seeing the value of...
Rob Shears
- Jan 25, 2022
- 8 min
The ups and downs of December 2021
Magellan: the good and the bad news Magellan hit the front pages of the Financial Review in the last few weeks of December for a few...
Rob Shears
- Dec 22, 2021
- 0 min
Rob Shears
- Dec 15, 2021
- 1 min
2021 in Review
The year started well For those who like to yell About their loss making stonks But it all came crashing down And many began to frown...
Rob Shears
- Dec 8, 2021
- 4 min
Transient or Persistent Inflation
Among financial commentators, there is a raging debate over whether inflation is transient or persistent. The problem with the argument...
rachellafazanis
- Dec 7, 2021
- 3 min
How to prepare for rising interest rates
We are reading lots about rising interest rates but what does it mean for investment portfolios? Rising interest rates lead to rising...
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