Viewing posts by Claude Walker

Three Wise Monkeys Podcast: Envirosuite (ASX:EVS), ooh Media (ASX:OML) and Rocket Lab

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.

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Disclosure: Taking Some Off The Table

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.

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Three Wise Monkeys Podcast: MNF Group (ASX:MNF), Pro Medicus (ASX:PME), Appen (ASX:APX), Nanosonics (ASX:NAN), A2 Milk (ASX:A2M) and Webjet (ASX:WEB)

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.

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Three Wise Monkeys Podcast: Altium (ASX:ALU) and 1300 Smiles (ASX:ONT)

The latest episode of the Three Wise Monkeys Podcast is out now. Claude and Andrew look at the recent results from dividend play 1300 Smiles (ASX:ONT) and superstar stock Altium (ASX:ALU).

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Pro Medicus (ASX:PME) 1st Half Results: The Rarest Of ASX Gems [H1 2019]

Pro Medicus (ASX:PME) H1 2019 Half Year Report: The Rarest Of ASX Gems

Radiology software company Pro Medicus (ASX:PME) today announced its results for the 1st half of FY 2019.

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Three Wise Monkeys Podcast: Webjet (ASX:WEB), Class (ASX:CL1) and the Property Market

Episode 10 of the Three Wise Monkeys Podcast is well worth revisiting.

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Nearmap (ASX:NEA) HY 2019: Strong Revenue Growth Continues

Strong Growth for Nearmap Ltd (ASX:NEA)

Aerial mapping company Nearmap Ltd (ASX:NEA) today reported strong revenue growth for the first half of 2019, with a massive 45% increase on the prior corresponding period. Better yet, the loss narrowed to just $2 million and free cash flow shifted in the right direction, albeit remained negative at an outflow of about $4.4 million. Importantly this highlights the fact that at this stage of growth free cash flow comes in well under profit, not that the market is concerned about either of those metrics given the company has over $80 million of cash to chew through.

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Three Wise Monkeys Podcast: Audinate (ASX:AD8), Dicker Data (ASX:DDR) and Volpara (ASX:VHT)

Three Wise Monkeys Podcast: Audinate (ASX:AD8), Dicker Data (ASX:DDR) and Volpara (ASX:VHT)

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Three Wise Monkeys Podcast: KipMcGrath (ASX:KME), Nearmap (ASX:NEA), Paragon Care (ASX:PGC) and Earnings Season Preparation

Three Wise Monkeys Podcast: KipMcGrath (ASX:KME), Nearmap (ASX:NEA), Paragon Care (ASX:PGC) and Earnings Season Preparation

In our latest episode of the Three Wise Monkeys Podcast, Matt outlines how to prepare for earnings season, Andrew tells the story of his multi-bagging investment in Nearmap (ASX:NEA), and Claude explains why Kip McGrath Education Centres (ASX:KME) is his second biggest position.

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Earnings Report Release Date Calendar: February 2019

Earnings Season Calendar: February 2019

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