Wry & Dry #10-27
Monocell didn’t vet her star Victorian candidate; or he didn’t fess up; or both. The moat at Victorian Labor HQ has been topped up and the portcullis is down. Soon Iran will have a matching set of bottled-up choke points. Farmer Taylor won’t say yes or no; the fence is too comfortable. East of the wall. [BTW: all references to $ are to US$, unless otherwise stated].
Portfolio review – Paragon Care, Inghams Group and Amcor
This week we update Investment Matters Readers with three additional company results in detail. It would be a stretch to connect the three. Following meetings with the management teams of Inghams and Paragon Care, we have added detail on recent reporting-season updates.
The third piece for the week reviews the recently added position in Amcor, the global packaging business. An interesting business, it is also a strong example of how Australian share portfolios can provide exposure to much more than the domestic Australian economy.