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Australian Peripheral Stock: Xero

STOCKS RECENTLY ADDED TO HAMILTON HINDIN GREENE’S INVESTMENT COMMITTEE AS PERIPHERAL EQUITIES: Xero Peripheral equities are designed to be supplementary to your core stocks. As such, it is recommended to have a maximum allocation of 5% of your investable wealth in any peripheral equity. SHARE PRICE: $44.59 AUD MARKET CAP: $6.46 BILLION AUD SECTOR: TECHNOLOGY SERVICES OVERVIEW XRO is an information technology provider that specialises in the development and sale of integrated cloud-based accounting software for small businesses and accounting...
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New Zealand Peripheral Stock: a2 Milk Company

STOCKS RECENTLY ADDED TO HAMILTON HINDIN GREENE’S INVESTMENT COMMITTEE AS PERIPHERAL EQUITIES: a2 Milk Company Peripheral equities are designed to be supplementary to your core stocks. As such, it is recommended to have a maximum allocation of 5% of your investable wealth in any peripheral equity. SHARE PRICE: $11.90 NZD MARKET CAP : $8.73 BILLION OVERVIEW ATM is a vertically integrated and multinational manufacturer of a2™ branded milk, infant formula and other value-added dairy products that it processes, packs and...
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How hard is it to time the market?

In the years since the Global Financial Crisis, the world economy has experienced a significant period of expansion, driven in part by a wave of stimulus from major central banks. As this stimulus is gradually removed and we reach record territory for the length of the economic expansion, at least in the US, it’s hard to argue that the cycle is not maturing. A key question we hear posed more and more frequently is whether investors should be significantly adjusting their...
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UK Pension Schemes: Regulator tells schemes to consider cutting pension transfer values

UK Pension schemes are being warned they may be being too generous when offering cash lump sums to people considering transferring out of their gold-plated deals. A letter sent by the Pensions Regulator to defined benefit (DB) pension schemes suggests that trustees think about whether they should cut the amounts on offer for workers leaving the pension scheme. DB schemes are often described as gold-plated because they promise people a certain level of income when they retire, such as final salary...
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How to read a company annual report

Every year any company that has issued shares to retail investors must prepare and publish an annual report. Since annual reports generally follow a standard order, it can be straightforward to review them once you are used to knowing what to look for. In particular, there are some key things to think about when trying to understand the company’s financial performance. 4 THINGS TO THINK ABOUT WHEN READING THE COMMENTARY Annual reports typically start with commentary from the Chief Executive and...
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Introducing Jeremy Simpson

We would like to introduce a new member to our adviser team. Jeremy Simpson has joined us after 8 years working as a Pensions Specialist for a large New Zealand financial planning firm. Jeremy has extensive expertise in the UK pension transfer market, having spent 4 years working in London for a UK pension provider. Jeremy moved to New Zealand in 1999 with his wife Dawn and now four children. They previously lived in Mount Pleasant until the earthquakes forced...
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Listed Managed Fund Update

INTERNATIONAL EQUITY INVESTMENTS The UK Listed trusts manage diversified international share portfolios and reliant on the managers ability to navigate the global financial markets. These investments are listed on the London Stock Exchange denominated in Sterling. Below is a brief summary of the favoured investments trusts. Bankers Investment Trust provides a one-stop shop for global equity exposure. Its legacy was strongly UK-centric, but during current managers tenure more than 60% of the fund is now invested overseas. There is a...
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Aussie Stock Update: Brambles

MARKET CAP : $1.6 BILLION SECTOR - LOGISTICS EST. DIVIDEND YIELD (HISTORICAL): 3.2% PRICE - EARNINGS RATIO 23.5 PRICE/FAIR VALUE 0.82 Brambles are showing signs of life, following a change in leadership on the back of CEO Tom Gorman leaving in March last year. The past 12 months for Brambles can be summed up as a restructure and refocus. Graham Chipchase is well known for focusing on core operations and divesting of noncore assets that fail to provide a sufficient...
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Aussie Core Stock Update: CSL Ltd

SECTOR - HEALTHCARE MARKET CAP 87,141 M AUD HISTORICAL DIV YIELD 1% P.A Investment Perspective CSL is one of three major players in the global blood-plasma-derived biotherapies space. We expect consistent product innovation to drive high-single-digit top-line growth in developed markets, augmented by mid-teen lower-margin sales growth in emerging markets. With moderate operating leverage, this should result in double-digit profit growth during the next few years. CSL is cost-competitive, given its manufacturing scale and a wide plasma-derived product range that...
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Peripheral Stock Focus: Oceania Healthcare

MARKET CAP : $659M (@ $1.09 SP) NET TANGIBLE ASSETS (1H 18) :$0.81 PER SHARE ADJUSTED NTA PER SHARE: $1.01 PER SHARE (includes CBRE Ellis Value of existing sites and Work in Progress) EST. DIVIDEND YIELD : 4.5% The main reasons we like the stock are as follows: Relatively good yield (4.5%) for a company in this sector due to higher proportion of care beds. Good “brownfields” development opportunities within its existing portfolio. Shareholders with significant holdings will be looking...
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