The Ozgrowth portfolio ended flat for the month of October (-0.1% before fees and taxes). In this short video, Jaime Underdown comments on market news and Annual Report / AGM details while Dermot Woods discusses the portfolio’s activity over the month along with company specific news from Cedar Woods Properties (CWP.ASX), Macmahon Holdings (MAH.ASX), Australis […]
Read More »The Westoz portfolio fell 1.2% in October (before fees and taxes). In this short video, Dermot Woods and Phil Rees discuss market news, Annual Report / AGM details and the portfolio’s activity over the month. Dermot also highlights performance contributions from Cedar Woods Properties (CWP.ASX) and Macmahon Holdings (MAH.ASX) while Australis Oil and Gas (ATS.ASX) […]
Read More »Dermot Woods is presenting “Opportunities in WA” at the Australian Shareholders’s Association 2019 Listed Investment Company Showcase. WA is on the cusp of another round of major resource infrastructure spend just as the WA economy continues to lift off the bottom. Click below to view the presentation.
Read More »The Ozgrowth portfolio increased 3.0% in September (before fees and taxes) and 12.8% over the quarter. In this short video, Dermot Woods and Phil Rees discuss the portfolio’s outperformance over the market, dividends, the ASA Listed Investment Company Showcase and the stocks that drove the positive returns (KCN.ASX, ZEN.ASX, CWP.ASX, WSA.ASX). Dermot also comments on […]
Read More »The Westoz portfolio value rose 3.1% over September (before fees and taxes) and 11.2% over the quarter. In this short video, Dermot Woods and Phil Rees discuss the portfolio’s outperformance over the market, dividends, the ASA Listed Investment Company Showcase, as well as the variety of stocks that contributed to the positive returns (WSA.ASX, CWP.ASX, […]
Read More »It has been a positive start to the 2020 financial year with the Pre-tax NTA rising +13%. Investee companies performed strongly through the latest reporting period and the WA economy continues to print encouraging figures. Investment in gold development companies are paying off and WA is on the cusp of another round of major resource infrastructure spend.
Read More »The Ozgrowth portfolio value increased 2.3% in August, significantly outperforming the market. In this short video, Dermot Woods and Phil Rees discuss the payment of the final dividend, expiration of options, strong results from reporting season (ASG.ASX, MAH.ASX) and other drivers of portfolio performance (WAF.ASX, ORR.ASX). Click the video to watch.
Read More »The Westoz portfolio value increased 4.4% over the month of July. In this short video, Dermot Woods and Phil Rees discuss WIC shares trading ex dividend, the expiration of options, drivers of portfolio performance (gold stocks, CWP.ASX) and recent portfolio activity. Dermot also comments on his takeaways from the Diggers and Dealers Conference. Click the […]
Read More »The Ozgrowth portfolio value increased 7.0% in July. In this short video video, Dermot Woods and Phil Rees discuss the share price trading ex dividend, drivers of July’s portfolio performance and recent portfolio activity. Dermot also reports on his takeaways from the Diggers and Dealers Conference. Click the video to watch.
Read More »The Westoz portfolio value increased 1.6% over the month of June. In this video update, Dermot Woods and Phil Rees comment on the 3 cent per share fully franked final dividend provision, the 6 cent per share target dividend for FY20 and contribution to performance from Ausdrill Limited (ASL.ASX) and SRG Global Limited (SRG.ASX). Cash […]
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