Capral FY2017 results

See my original post on Capral here. The floor didn’t cave in and the stock price went higher. When I wrote my original post, my opinion was that the market at that time was pricing in a bad result for FY2017. Turns out, the FY2017 result was actually pretty decent. FY2017 results were pretty similarRead More

Schaffer – cracker 1HY18 result

See my original post on SFC here. Howe Leather Howe Leather hit the ball out of the park with it’s 1HY18 result. The biggest surprise to me was the improvement in earnings margin. To illustrate how big an improvement this was, the table below compares my estimate of the 1HY18 EBIT margin to historical EBITRead More

CV Capital – 16 Feb 18 update

To my fellow shareholders, Our one month milestone has passed. Although the market (ASX 200 index) fell by 3.5% from 6,121 (close at Friday, 2 Feb 2018) to 5,904 (close at Tuesday, 6 Feb 2018), individual stocks which I have been monitoring did not fall to levels which I felt gave us a big enoughRead More

Another cuppa, moms and dads?

I was inspired to write this post after reading a recent article in the SMH by Noel Whittaker. Cappuccino or latte (cafe latte) is about $3.50 in Sydney. Can you build a nest egg just by forgoing one cuppa a day? You bet. As a parent with a young toddler, I believe starting an earlyRead More