In Episode 18 of the Three Wise Monkeys Podcast Claude outlines why he's holding on to Pro Medicus Limited (ASX:PME) even at high prices.

What's behind the spectacular share price rise of Advance Nanotek (ASX:ANO)?

Is BWX Ltd (ASX:BWX) primed for a turnaround, or is the Sukin fad over?

Kip McGrath Education Centres (ASX:KME) HY 2019 Half Year Results: Plenty of Profit Growth

A few weeks back, in episode #13 of the Three Wise Monkeys, I introduced my second largest holding, Kip McGrath Education Centres (ASX:KME). It’s a small company, but long-time Ethical Equities readers should be familiar it, with since it was the subject of one of our early hidden reports, and new members have consistently been sent that link when they join up. Of course, site analytics show me it is only the minority who actually read that relatively obscure content.

When outdoor advertising company oOh!Media Ltd (ASX:OML) showing a profit drop of 4% it reminded me that I am short-selling the stock. In episode 7 of the Three Wise Monkeys podcast, I explained why. On top of that Andrew outlined his high-risk, high-reward thesis for Envirosuite (ASX:EVS). Meanwhile, Matt introduces (private) NZ company that he likes: Rocket Lab.

Since about 2013 I've been more than fully invested. Lacking any capital I borrowed money, and then in 2016 I borrowed more money (and sold half my portfolio) to buy a house near the Bellinger River. That loan is worth about 70% of my portfolio. Although this kind of leverage isn't really that dangerous (since I can pay it off slowly if I choose), I prefer pay off my debts early.

Readcloud (ASX:RCL) H1 FY2019 Half Year Report

The latest episode of the Three Wise Monkeys Podcast is out now. The pint-size chimps cover MNF Group (ASX:MNF), Pro Medicus (ASX:PME), Appen (ASX:APX),  Nanosonics (ASX:NAN), A2 Milk (ASX:A2M) and Webjet (ASX:WEB) in an action packed earnings season episode.

Dicker Data Ltd (ASX:DDR) FY 2018 Results: Record Revenue

IT distributor Dicker Data released a typically solid set of full-year results yesterday. Revenue rose 14.4% to $1.5 billion, net profit before tax was up 16% to $46.2 million and NPAT improved 20.5% to $32.5 million. A one-off tax credit assisted the NPAT result. You can see below how the improved profit was ultimately a product of record half-year revenue.