Viewing posts by Claude Walker

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

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.

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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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