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Claude profile







Recent posts (View all)

 On April 2, 2019, 1:51 p.m.

I sold out of EBO yesterday because I got bored of it. I still think it's a high quality business, but my portfolio is massive and it just doesn't qu...

Re: February 2019 Best Buys

 On April 1, 2019, 9:56 p.m.

I own all of these, but DDR is the only really major holding amongst them.


 On April 1, 2019, 9:55 p.m.

What a cracker it has been - hope you've held!

Re: Medadvisor (MDR)

 On April 1, 2019, 9:54 p.m.

GLH I don't like -- too much of a bad history.

Re: Medadvisor (MDR)

 On April 1, 2019, 9:54 p.m.

Hey guys, I sold out of MedAdvisor.

Revenue growth isn't fast enough for my liking at these prices. But will keep an eye on it -- still like the busin...

Re: Facebook and Apple

 On April 1, 2019, 9:52 p.m.

I own Google shares through CommSec -- my biggest US holding. I think Facebook and Apple are probably decent value, but I don't really love the products....

Re: Ethical investing

 On April 1, 2019, 9:48 p.m.

Hi Jaye,

I'm not sure what article you're referring to. It's possible he was having a crack at me, but since it's not explicit, I'm no...

Re: Awesome website

 On April 1, 2019, 9:46 p.m.


Re: Paragon share issues

 On Feb. 21, 2019, 1:29 p.m.

Hi Tarak,

I'm sorry about that situation. The reason for the drop in share price is that the company downgraded guidance. I can't give personal ad...

Re: Hearts and Minds IPO

 On Feb. 21, 2019, 1:26 p.m.

Hi Peter,

Not one for me since I'm an active investor and I don't invest in LICs. I feel the size of the fund will make outperformance more diffic...

Re: MVP. Medical Developments International

 On Feb. 17, 2019, 3:08 p.m.

Great question.

I haven't looked at it lately, but it's no doubt time to.

Thanks... will post here if I have any thoughts on it, most likely af...


 On Nov. 27, 2018, 1:19 p.m.

Interesting insights, thanks Rick.

It may be that the postage isn't such a big issue for many people, but if they are charging more than some others, ...

Re: Paragon share issues

 On Nov. 15, 2018, 10:43 p.m.

Great questions Kevin,

I'll email the Chairman and let you know what he says.

Adacel (ASX:ADA)

 On Nov. 9, 2018, 8:40 a.m.

Adacel is a stock that I previously recommended that people buy.

Yesterday evening it put out profit before tax guidance that paints a picture of a business...

Re: Welcome to Ethical Equities

 On Nov. 7, 2018, 1:59 p.m.

Hi Jo!

Thanks for posting, and sharing your background.

Are there any particular companies you have your eye on at the moment? (Whether or not you own tho...