Viewing posts by Claude Walker

Hypothetical Ethical Share Portfolio 30/7/2014

*Edit: The graphic below is wrong (luckily the real returns are higher). I had left out a cell. Please see comments.

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Should I buy more Fiducian Portfolio Services Limited (ASX:FID)?

Fiducian Portfolio Services Limited (ASX:FPS) is a small fund manager that also owns a small network of financial planners and even accountants, and software on which planners can run their business. Shares are up over 40% since I put Fiducian Portfolio Services into the Hypothetical Ethical Equities Portfolio.

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Should I buy more CPT Global Limited (ASX:CGO)?

CPT Global Limited (ASX: CGO) has drifted up in price a little since I first covered it in this article for the Motley Fool. However, I still think it is attractive at current prices, because it's a turnaround that is in the process of playing out now. I'd call it ethically acceptable, but as always, I'm interested in your opinions.

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Will Capilano Honey be a sweet investment?

I first started thinking about bee populations as a result of Select Harvests Limited (ASX: SHV) because bees are required for the pollination of almond trees.

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Atlas Pearls Limited (ASX:ATP) and the IR guy that could

This post is about a micro-cap company called Atlas Pearls Limited (ASX:ATP) that farms pearls and has recently moved into the production of essential oils. It's also about that company's investor relations firm, Bourse Communications, and Bourse's managing director Rod North, who contacted me some time ago.

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What are the cool kids watching?

I caught up with a friend of mine the other day who is an experienced investor. He told me that one of the reasons that he bought My Net Fone was because he made a spreadsheet of companies and marked off who (of the good investors he knows) liked them. I am going to attempt to do the same thing with my Micro - Nano Watchlist.

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Hypothetical Ethical Share Portfolio Update, 10 June 2014

I'm pleased to present to you the first ever report on the portfolio's progress that incorporates dividends. There have been no changes to the portfolio since I last wrote in March. Also, prices are true at 3pm 10 June. I simply wanted to get it done (I've been putting it off for ages). With luck, they won't change too much in the next hour of trading.

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Resonance Health Limited not worth the risk (ASX:RHT)

In its most recent quarterly report, Resonance Health Limited (ASX: RHT) reported positive operating cashflow of $94,000 and $829,000 in the bank.

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How I missed Nearmap Limited (ASX: NEA) and regret paralysis

Sorry, this post is more of a diary entry than thorough research, I'm just feeling so frustrated and I need to vent. Psychology and lesson learning are consistently underrated elements of the investing equation.

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