Blog

November 23, 2018

We visited the management of Macmahon Holdings (ASX:MAH) in Perth this week. It is one of GC1’s largest holdings and in the wake of some downgrades in the sector and chatter about union disruption, labour and equipment tightness we though it prudent to see how they are viewing current conditions.

November 2, 2018

There is a store in the city selling $10 notes for $8.70. You would think that the queue would wrap around the block but this hidden gem seems largely undiscovered……

October 19, 2018

It’s been a tough couple of weeks in the markets and with that in mind we thought it worth commenting on a few of our stocks. Nobody has been immune to the sharp sell-off but some have been more affected than others. Sensitivity to news or even innuendo is red-hot at the moment.

October 19, 2018

Why have house prices fallen and what lessons can be learned from this?

October 12, 2018

Undoubtedly a tough week for markets, with US stocks suffering their worst loss in eight months and Australian markets following suit.

October 5, 2018

We are pleased that many of the stocks held in our portfolio continue to receive good press coverage.

September 21, 2018

Oil and Gas … Latest Buzzwords? Buoyed by rising prices these two sectors are creeping back into the conversation … well, much more than they have in recent years but still not at the frenzied levels we have seen in the past. For the oil sector this is a chance to make things happen while there is cash around.

September 21, 2018

Australian small and micro-cap stocks are a vital part of a diversified share portfolio. There are advantages to investing outside Australia’s top 100 companies

September 7, 2018

We caught up with management this week.

August 31, 2018

ne of three listed credit collection agencies, Pioneer is the newest and, until recently, the smallest (it has recently surpassed stalwart Collection House (ASX:CLH) by market cap). It has brought a clean reporting standard and claims of a higher quality debt purchasing benchmark. The proof will turn out over time (or not) as we see the longer-term collection success rates, but so far, so good.

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