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Rachel Lafazanis
Jan 9, 20231 min read
3 big cloud providers trading at attractive levels
Cloud service providers set to expand over 2023.

Rachel Lafazanis
Nov 24, 20221 min read
Who will benefit from a downturn?
Stocks that may outperform in diffcult economic conditions.


Rachel Lafazanis
Oct 26, 20221 min read
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, 20221 min read
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, 20223 min read
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, 20221 min read
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, 20223 min read
Earnings Season round up
Earnings Season roundup for Q2 2022.


rachellafazanis
Jul 25, 20221 min read
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, 20223 min read
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, 20224 min read
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, 20222 min read
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, 20222 min read
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, 20222 min read
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, 20228 min read
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, 20226 min read
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, 20228 min read
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, 20210 min read


Rob Shears
Dec 15, 20211 min read
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, 20214 min read
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, 20213 min read
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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