Viewing posts by Claude Walker

Vocus Communications 2014 Results: What James Spenceley had to say...

Less than 2 hours ago, I was lucky enough to be able to tune in to the Vocus Communications Limited (ASX:VOC) results presentation while waiting for a flight in Los Angeles. A basic perusal of the press release would tell you that underlying NPAT was up by 53% to $13.6 million revenue was up 38% to $92.3 million.

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The true measure of wealth is the capacity to love

"I've never seen a sad person on a jet ski."

While the lighthearted reply to the question, "Does money buy happiness?" got a laugh out of me and was clearly all in good fun, I'll admit it also got me thinking.

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SomnoMed Limited (ASX:SOM) continues to grow: Musings on the 2014 results

SomnoMed Limited yesterday reported a fully year revenue increase of nearly 40%, to $25.9 million on the back of increased sales of its medical devices which are designed to treat the milder forms of sleep apnoea . However, the company also reported a substantial reduction of net profit after tax, due in large part to slightly decreased gross profit margins and increased general administration expenditure.

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How Energy Action Limited (ASX:EAX) has lost its way

Energy Action is undergoing a transition from a business with a competitive advantage, high margins and high recurring revenue to an acquisitive machine with lower margins and less recurring revenue and a gradually reducing competitive advantage, as well as higher working capital needs. I have sold my Energy Action shares on open and (as I stated here, just before market open) I have removed them from the Hypothetical Ethical portfolio.

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From the Vault: Learning from others and some old research on Hansen Technologies (ASX: HSN)

Hansen Technologies Limited (ASX:HSN) will increase revenue by over 50% and achieve EBITDA of well over $20 million in FY2014, according to their recent update.

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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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