Viewing posts by Claude Walker

Is Ooh! Media (ASX:OML) Good Value After Its Share Price Crash?

Back in December 2018, I explained on this podcast with Matt Joass and Andrew Page that I was short a stock called oOh!media (ASX:OML) as a hedge, since it is a poor business that is highly leveraged to the Australian economy. 

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Cleaning Up The Portfolio

Generally speaking, I try to let my winners run, even if I do take some profits.

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Will Someone Buy Pro Medicus (ASX:PME) At Any Price?

Will Someone Buy Pro Medicus (ASX:PME) At Any Price?

I'm on record as saying I think Pro Medicus is my favourite stock on the ASX. But the stellar share price run from around $1 five years ago to $33 today is truly stupendous. When we covered its results less than a year ago, we did not predict it would gain more than 200% in just one year.

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Is The Forager Australian Shares Fund (ASX:FOR) Undervalued?

I often get asked by investors for suggestions about investing in Exchange Traded Funds (ETFs) and Listed Investment Companies (LIC).

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Can Xref (ASX:XF1) Accelerate Revenue Growth?

Can Xref (ASX:XF1) Accelerate Revenue Growth?

Since Xref Ltd (ASX:XF1) released its quarterly results, we’ve seen an initially muted reaction, followed by a rising, then falling, share price. To me, that suggests that the market didn’t really know how to respond the results, which were “good enough” without being impressive.

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My Portfolio Performance Update

Claude Walker's Portfolio Performance Update

I've recently been thinking a bit about whether my skills are most useful as a research analyst and investor, or if they are most useful as an analyst and writer. Although they are obviously related, it's possible that some analysts could be better off focusing purely on investing, while others are most valuable as communicators.

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Three Wise Monkeys Podcast: Season Finale, Vista Group (ASX:VGL) and Reminiscences On A Glorious ASX Bull Market

The three jolly primates are back for a bonanza season finale episode of the Three Wise Monkeys Podcast.

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Elixinol (ASX:EXL) Quarterly Cashflow Q1 2019: A Weak Result

Elixinol Global Ltd (ASX:EXL) Quarterly Cashflow Q1 2019

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Audinate (ASX:AD8) Q3 2019 Quarterly Cashflow Report

Just prior to Easter, audio networking protocol (Dante) owner Audinate (ASX:AD8) released its quarterly cashflow report. Receipts from customers were down on the prior quarters, at about $6.2 million, but up 40% on the prior corresponding period.  As you can see in the chart below, the third quarter was the weakest quarter last year, so it seems likely that the result was impacted by some seasonality.

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3 Reasons To Avoid The InvestSMART Ethical Share Fund (ASX:INES)

3 Reasons To Avoid The InvestSMART Ethical Share Fund (ASX: INES)

I often get asked about various diversified ethical investments, both index funds and managed funds. Generally, when I think about ethical funds, I consider both the track record of the investors both in terms of performance, and in terms of ethical investing itself.

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