In this interview with Sky News Business Karl discusses the withdrawal of the major banks from areas seen as higher risk lending, for example ‘non-conforming loans’, in the wake of increased regulation from APRA and Basel. As well as the scrutiny from the Royal...
Videos
Karl Siegling on Livewire Buy Hold Sell: 5 high quality big caps
In this episode of Buy Hold Sell Karl discusses his views on CSL Limited (ASX:CSL), Macquarie Group (ASX:MQG), Transurban (ASX:TCL), Sydney Airport (ASX:SYD) and REA Group (ASX:REA). Good quality is obvious when you see it: Swiss watches... Italian shoes... Australian...
Karl Siegling on Livewire Buy Hold Sell: 3 thriving small cap financials
In this episode of Buy Hold Sell Karl discusses his views on Banks. When one door closes, another one opens. And so it is with APRA’s regulatory changes. While it's a headwind for banks, lending to small players is now an opportunity for a group of nimble, emerging...
Karl Siegling on Livewire Buy Hold Sell: From darlings to dogs
In this episode of Buy Hold Sell Karl discusses his views on Retail Food Group and Domino’s Pizza, both of which have given investors severe indigestion over the last 12 months. Tune in to hear why drones dropping pizza in your mouth may not be worth a PE of 65 times....
Half Year Webcast December 2017
In this Webcast, Karl Siegling discusses the Company's record profits for the first half of the year and details the stocks that performed well during this period. He then discusses the 6.2% fully franked interim dividend, the current portfolio and concludes with an...
2017 Annual General Meeting – Video
In this video Karl Siegling, Alan Crozier and Chris Garrard, portfolio managers of Cadence Capital Limited, give an update on the Company’s performance, discuss some of the Company’s stock holdings and give a brief outlook for 2018.