Nufarm – investment update
Read the previous week’s Investment matters. Photo © Fatih Kaya from Via Canva.com The Market Nufarm – A good result The FY-24 results for Nufarm, the global crop protection and seeds business, and Top 10 position in clients’ Australian shares sub-portfolios, were released last week. The results were good and by yesterday the stock’s price […]
NIB and the Health Insurance Sector
Read the previous week’s Investment matters. Photo © Fatih Kaya from Via Canva.com The Market NIB Holdings In recent missives, we have discussed our portfolio investments in businesses which have leveraged to the rising influence of Government spending. In part, this spending by Government reflects a need to support the infrastructure requirements of a rising […]
US election – What to expect from the market
© 2025 First Samuel Limited Read the previous week’s Investment matters. Photo © Sora Shimazakifrom Via Canva.com At recent First Samuel CIO Dinner events, the question of the US election was regularly raised. We responded that the market had built in the expectation of a Trump victory, with the downside risks relating to a combination […]
Portfolio holdings – HMC Capital and Imdex
© 2025 First Samuel Limited Read the previous week’s Investment matters. Photo © Fatih Kaya from Via Canva.com This week we provide an update on two portfolio holdings. Each listed, one, was a dominant performer on the ASX REIT index in the past 12 months and sits in the Property sub-portfolio, the other forms part […]
Housing affordability – The fallacy of planning, nimble pragmatism and two banks making sense
© 2025 First Samuel Limited Read the previous week’s Investment matters. Photo © Fatih Kaya from Via Canva.com This week marked the midpoint in the series of First Samuel’s client CIO Dinners, with events at Centenove in Kew and Cumulus in the CBD of Melbourne. Both were enjoyable events for the investment team and informative […]