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Month: March 2018

Q3, FY18 return

Posted on March 29, 2018 by Leon

Q3 was another excellent result, returning +14.59% against the benchmark return of -4.04%.   YTD return for the financial year so far is +77.05%.  My only trade for the quarter was purchasing Webjet. Kogan again contributed a significant proportion of the return, but the standout in percentage growth was Spirit Telecom, rising 70%. I am constantly…

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Kogan – HY18 numbers

Posted on March 12, 2018 by Leon

Kogan released their HY numbers a couple of weeks back, and did not disappoint.  Revenue, expected to grow at 35%, instead grew at 45.7%. Gross margins improved to 19.4%.  And the dividend was increased to 6.9c per share.  Based on the IPO price of $1.80 just a year ago, this annualises to a dividend yield…

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