Oil Price Fall

Monday, December 01 2014

The oil price has fallen substantially in recent months with a marked acceleration in the last week or so. We have summarised the major factors influencing the decline below: OPEC decided not to reduce production in response to the lower prices with the market concerned they will seek to damage the outlook for competing energy sources […]

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Brisbane Storms

Thursday, November 27 2014

Please be advised that a significant storm has gone through Brisbane CBD this afternoon, 27th November 2014. Dalton Nicol Reid, in partnership with building management, has taken the decision to shut down production systems as a precautionary measure. This has been completed whilst power in Brisbane CBD and our building is being assessed. Dalton Nicol Reid systems […]

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Medibank Private

Tuesday, November 25 2014

Medibank Private has announced it will list at a price of $2.15. We elected not to participate at this price on valuation grounds. Specifically we note: The bidding process was well run ensuring a good price for the Government but not leaving much on the table for institutional investors who were encouraged to “bid hard […]

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Dalton Nicol Reid wins Best SMA Portfolio 2014 by Lonsec

Friday, October 17 2014

Dalton Nicol Reid, boutique Australian investment manager, has been recognized for its work in Separately Managed Accounts (SMAs) at the prestigious 2014 Lonsec Awards. Dalton Nicol Reid’s Australian Equities High Conviction Portfolio was the winner of the SMA Portfolio Award. “It is great to win the accolades of our peers, and this is a fine […]

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