Oracle Investment Management in Charlestown, New South Wales | Investing service

Oracle Investment Management

Locality: Charlestown, New South Wales

Phone: +61 2 4088 6444

Address: 240-244 Pacific Highway 2290 Charlestown, NSW, Australia

Website: https://www.oracleim.com.au

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25.01.2022 The ASX trades on a much high earnings multiple than many international exchanges. This can make is very difficult to find value in a seemingly overvalued market. Here are 4 approaches from other fund managers to investing in expensive markets. http://hubs.ly/H07NbVw0

25.01.2022 Invest in yourself Your career is the engine of your wealth - Paul Clitheroe. Everyone wants wealth, but the big question is how do we achieve it? By investing in yourself through school, books, or a quality job where you can learn a quality skill set. It's important to identify early on, where your talents lie and use this to turn them into income-generating vehicle. #investinyourself #wealth #oracleim

25.01.2022 Luke Winchester appeared on ausbiz, on the Buy Hold Sell segment, discussing a variety of stocks in the Oracle Emerging Companies portfolio including Credit Corp, Mineral Resources and Appen. Watch the full segment below https://www.ausbiz.com.au//luke-winchester-locks-and-loads #ausbiz #stockmarket #oracleim

25.01.2022 The Emerging Companies portfolio recently purchased a position in Pacific Turbine Brisbane (PTB) Group. A business which offers maintenance, repair and overhaul services for turboprop aircraft engines. Unlike competitors, PTB uses a subscription model where customers pay a monthly fee rather than ad-hoc quote based services. The business has grown strongly over the last few years, and we believe expanding into the US, will see a sharp increase in earnings over the next few years. #pacificturbinebrisbane #oracleim #emergingcompanies #stockmarket #investments

25.01.2022 2020 bought us: bushfires, pandemic, the lockdown, job losses, black lives matter, the world working from home, Beirut explosion, markets recovered in record time, US elections no one can forget and global vaccination. What will 2021 bring? A great visual representation of year 2020 #yearinreview #covid19 #oracleim #stockmarket

25.01.2022 Everyone likes variety! Knowing this, we offer a variety of investments treats including Managed Funds, Model Portfolios, ASX securities, Cash, Term Deposits, International securities and Fixed Interest securities. Read more about Oracle's investment options https://oracleag.com.au/investment-services/ #oracleim #investments #treats

24.01.2022 MEET PETER Peter is the founder & Managing Director of Oracle. Peter brings over 30 years of experience in the financial services industry. We've quizzed Peter, to get to know him a little better... What do you enjoy most about your job? I enjoy making a difference to the lifestyle of my clients, some of my clients have been with me for over 30 years. It is great to see them grow and develop over time and to provide their income in retirement.... Tell us an interesting fact about yourself? I started dating my wife Karen when I was 16 and she was 14. What investment advice can you give? There are many misconceptions in the investment world and many well-known investments are not good for a client’s financial wellbeing. The main reason why shares increase is because their profits (or earnings per share) are increasing over time. Many investors simply focus on the dividend, but do not look at the medium to long term performance of the company. There are many well know companies that have been terrible performers over time. The best way to have a good portfolio of investments, is to not have a poor portfolio of investments. Pull out the weeds and water the flowers. (Many investors do the reverse) #teamculture #meettheteam #team #financialadvisor

24.01.2022 Let the non performers go! Don't waste your time on non performing investments, invest your time on those who are performing well. #investment #investmentmanagement #wealth #financialplanning #oracleag #financialadvisor #financialfreedom #stockmarket #success

24.01.2022 Hang in there, better days are coming. Markets, unfortunately, do fall amidst uncertainty. The worst possible response is a knee jerk reaction and our clients have done well by remaining invested through the crisis as the market recovers. There is still a way to go, and we are still awaiting a vaccine, but remember, investing small amounts over time, consistently, can help you gain experience and build up a savings base. #hanginthere #covid #investing #financialfreedom #stockmarket #oracleag #investmentmanagement

24.01.2022 Some trends have been accelerated by the pandemic and are here to stay as the new normal. For instance; digital payments will continue to benefit from decreased use of cash; video games will be increasingly bought online rather than in-store; same can be said for Lottery tickets; business travel has been forever lost to Zoom meetings. Read more in our latest blog article #normal #investing #travelling #hospality #events #globalinvestments #financialplanning #oracleim

23.01.2022 Having a plan in place, prioritising spending, and using resources efficiently will be the key to your financial stability. In our latest blog post, we have identified a range of expert tips to be financially smart now and in the future. #financiallysmart #smart #investing #oracleim #management

22.01.2022 MEET LUKE! Research Analyst at Oracle Luke is our portfolio manager of the Australian Equities Portfolio. He has a keen personal interest in business and finance in his analysis of ASX-listed companies. We've asked Luke some questions, to get to know him a little better...... What do you enjoy most about your job? The part of my job I enjoy the most, is when it comes time to value a company. I am a numbers guy, so I always find it fun to dig into the numbers and come up with assumptions and projections based on real world observations that will feed into what I think a company is worth. What investment advice can you give? First, invest in what you can understand. If you can understand the business model of a company, you halfway to understanding if something is a good investment. Second, look for profitable companies with secular tailwinds. What this means is you need to ask yourself, Will this business be bigger and more valuable in 5-10 years’ time? If a company can pass both tests you are well on your way to finding a good investment. To learn more about our team head over to https://oracleag.com.au/about-us/our-team/ #oracleag #meettheteam #investment #ResearchAnalyst #staff #financialplanning #teamculture

22.01.2022 With the shift to working from home, cloud-based software has become a hot commodity in the market. After detailed analysis, Oracle's Emerging Companies Portfolio has purchased holdings in Rhipe Limited - a re-seller of cloud based software and services. Find out more about our emerging companies portfolio and mix of investments http://ow.ly/tH2P50BwbwL #mergingcompanies #investment #investmentportfolio #oracelim #investingwithoracle

22.01.2022 Keeping track of the market is a full time job! Let us help you navigate the numbers, so you don't have to. Visit our website to find out more https://oracleag.com.au/investment-services/ #oracleim #investmentmanagment #investing

21.01.2022 Do you find investing intimidating? Not sure where to start? We're here to help with our latest blog post, guiding you through the various investments options available, how each works and who they're best suited to. Read our blog to find out more #investment #investmentmanagement #financialplanning #stockmarket #shares #bonds #superannuation #propertyinvestment #financialeducation #oracleag

20.01.2022 Every company has a cash flow statement, and some are a lot better than others. But as it is listed 4th in the financial accounts of a company's report, it might not be given the required emphasis that is needed for a full analysis - whether consciously or otherwise. Our latest blog posts looks at how the cash flow keeps the P&L in check ensuring that what is being reported as revenue, is also being received in cash. http://hubs.ly/H07w1rr0 #cashflow #investing

19.01.2022 "We see that the best approach to evaluating IPOs is to start from the default position that the vendors are trying to cheat you and then work backwards from there." A cynical, yet prudent approach to IPOs, this Livewire article points out some important things to understand when considering an IPO using the world's largest IPO as an example. http://hubs.ly/H08fh840

19.01.2022 Have you considered investing in overseas shares? Over the last one to five years, Australian shares have underperformed overseas shares. Speak with the Oracle team today to discuss growing your returns http://ow.ly/dz4950BKs0C #investing #globalinvestments #oracleadvice #tips #oracleag

19.01.2022 We've got the crew from Beech & Co. in the office today. Filming some insightful financial videos Coming soon! Watch this space #financialplanning #filmingday #video #oracleag #investment

19.01.2022 You're never too young, to learn about money! Our Managing Director Peter, is passing on his knowledge to the next generation #oracleag #money #financialplanning #investmentmanagement #investments #financialeducation #knowledgeispower #nevertooyoung #nevertooearly

17.01.2022 This article was written for the US stock market but can be just as easily applied in Australia, as value in the ASX200 is becoming increasingly difficult to find. It goes through some good options if you think the market is overvalued and heading for a correction. http://hubs.ly/H07SWJ80

17.01.2022 This morning we celebrated Peter's 60th Birthday! Thanks Natasha Janevski for the amazing platter check her out on Instagram @grazeme.newcastle #birthdaycake #celebrate #oracleim

17.01.2022 Nick is our Global Portfolio Manager, he is committed to being a style agnostic investor, which he believes opens up the largest investment opportunity set. We've quizzed Nick, to get to know him a little better... What do you enjoy most about your job? I love the dual challenge of firstly, understanding how a business operates and produces a return on capital, and, secondly, how this business fits within a portfolio of other businesses. I also enjoy the fact that despite bei...ng based in Newcastle, we are competing, and comparing our returns, against the best run firms in the world based out of New York, London, Tokyo etc. What investment advice can you give? Compound Interest is the most powerful force in wealth creation. This means it pays to start investing at an early age. Tell us an interesting fact about yourself? I left Australia when I was 18 on a soccer Scholarship to study and play in the United States. I completed my entire Finance degree in the United States over 4 years. Learn more about our team https://oracleag.com.au/about-us/our-team/ #meettheteam #teamculture #investment #investing #oracleag

16.01.2022 Oracle's Investment team have assembled predictions for 2021. Across a range of topics that we may face in 2021. #predictions #investing #investment #oracleim

16.01.2022 MEET JOSH! Josh is a Portfolio Manager for the Fixed Interest Portfolio and also our Operations Manager - the go to guy for all things IT. We've quizzed Josh, to get to know him a little better... What do you enjoy most about your job?... I have a few different roles at Oracle, but one of my favorites is being the IT guy. I’m always tinkering with technology at home, so I enjoy being able to bring that passion to work. Tell us an interesting fact about yourself? Before joining Oracle I completed a Bachelor of Medical Radiation Science (Nuclear Medicine). Learn more about our team http://ow.ly/6Hpr50BTU9X #oracleim #meettheteam #investment #ResearchAnalyst #staff #IT

16.01.2022 Central banks are beginning to unwind their quantitative easing measures, which can have a large impact on equities, currencies, and fixed income securities. This is a really quick read that explains succinctly why we had QE, and what it means for markets and investors now that it is being pulled back. http://hubs.ly/H07Qd4z0

15.01.2022 Many listed companies don't make any money, so how does the market come up with such lofty valuations? Well, it has a lot to do with sentiment, a lot to do with revenue, and a whole lot of guessing. Our latest blog post details how companies like Snapchat reach valuations well into the billions with $0 profits, and how we at Farnam prefer to value companies. http://hubs.ly/H07_6Gw0

15.01.2022 Our very own Luke Winchester appeared on Ausbiz on Friday afternoon. He discussed a range of topics including the popular Buy Now Pay Later and the Clover Corporation a new additional to the emerging companies portfolio. Great work Luke! #ausbiz #investmentadvice #investing #news #finance #investmentmanagement #investingwithoracle #oracleim

14.01.2022 More than half Australians want Biden to win the election, according to Australia Institute survey. If Joe Biden is elected president in the coming days, as the majority of Australians hope will happen, there will be a return to a more measured approach to economic, foreign and security policy. All technical signs and opinion polls are pointed to a win for Biden, but we will have to wait and see how it all unfolds in the coming days.. #USelection #economy #investments #oracleim

14.01.2022 As a investor you must be happy to wait. Investing is slow going, but the rewards at the end are definitely worth the wait. #investmentmanagment #investingwithoracle #investing #oracleim

14.01.2022 If you're concerned about investing your dollars supporting industries, you don't agree with, ethical investing may be just what you’ve been looking for. Our latest blog post explores ethical investing, by examining ethical investment approaches, the performance of ethical investments vs traditional investments and whether ethical investing is right for you. #ethicalinvesting #investing #investment #oracleag

13.01.2022 The secret to weathering market downturns is keeping your emotions in check, and staying focused on your longer-term goals. It’s important to keep perspective when markets get choppy. Our investment team have vast experience weathering the changes of the market. We can help keep your emotions in check, by relieving your pressure. Have a chat with us and see how we can help you https://oracleag.com.au/investment-management/contact/ #investing #stayingstrong #emotions #oracleim

13.01.2022 "The growing cash pile is also a sign of Buffett’s willingness to wait for the right opportunities." https://hubs.ly/H08xGdy0

13.01.2022 Always be on the lookout for these red flags when analysing a company. CFOs can use accounting wizardry to make the financials look much better than they are. https://hubs.ly/H09gqLB0

13.01.2022 Separately managed accounts allow you the ability to customize your portfolio, giving you the power to either exclude or include companies in your portfolio. At Oracle, we believe transparency is important. We give our investors the capacity to view every portfolio investment and their values in real time. Read more below

13.01.2022 Great words of advice from the 'Oracle of Omaha' - Warren Buffett one of the most successful investors of all time. We advise taking some of the money you earn and put it toward investments. If your primary income is lost or pauses due to unemployment, or whatever life throws at you, you still have money coming in to help pay the bills. #warrenbufffet #investing #oracleim #investmentmanagement

13.01.2022 In the last financial year, the global share market has increased by 4.4%, whereas the Australian share market declined by 7.7%. That's why, we are always looking for the best overseas investment opportunities. Oracle global equities portfolio gives investors the exposure to international markets by investing in a diversified portfolio of companies listed on foreign stock exchanges. Some of our top holdings include: Mastercard, Facebook, PayPal, Amazon, Microsoft and many more. Read more here https://bit.ly/35xiuBt #globalinvestment #investment #investmentportfolio #oracelim

11.01.2022 We offer our investors the ability to diversify their investments by investing in a Oracle Managed Portfolio. Offering five managed portfolio options, each with their own prescribed risk profile. The Growth Portfolio invests across the Oracle equity, property, and fixed income portfolios with a focus on capital growth. The Growth Portfolio suits an investor who is looking for a relatively high level of growth and a more modest level of income. Visit our Growth Portfolio http://ow.ly/zjN150ClbV4 to find out more! #growth #growthinvestment #oracleag #investing #super

11.01.2022 NAB & CBA have launched themselves into the buy now pay later (BNPL) market contest. Their products offerings, look like a credit card but work a bit differently. We have analysed NAB & CBA products offerings against Afterpay and Zip Pay in our latest blog post. #buynowpaylater #bnpl #offer #oracleim #investment #investmentmanagement #nab #cba #afterpay #zippay

11.01.2022 New to Oracle - Ethical Diversified Portfolio Our ethical portfolio ensures that all companies have strong earnings and pass our ethical screening of positive social, environmental and governance factors. Some of our top holdings include: a2 Milk Company Ltd, Franklin Electric, Microsoft, Brisbane Airport and many more. Read more here http://ow.ly/mjST50C0fD9 #ethicalportfolio #investment #investing #ethical #oracleim

11.01.2022 Our new and improved Oracle Update has arrived! Read the full quarterly update http://ow.ly/XCVv50BVL8y #oracleim #update #newsletter #quarterly #investments

10.01.2022 Oracle Investment Manager Luke Winchester appeared on ausbiz unpacking 2021 portfolio. Watch the full the video below http://bit.ly/LukeWinchesteronausbiz #investingtips #investingstrategy #investmentmanagement #oracleim

08.01.2022 We've changed the way we interact with our clients on a daily basis. Offering our clients the choice to meet via video call, if they feel insecure meeting in person. We recognise how important it is to keep our clients and our team safe at all times during this critical time in a pandemic. #COVID #safetyfirst #videomeeting #financialplanning #investment #financialadvice #oracleag

08.01.2022 We're all eating from the same pie! At Oracle we believe it's paramount to practice what we preach, which is why our team are invested in the portfolios alongside investors. #investment #investmentmanagment #financialgoals #financialplanning #oracleag

07.01.2022 Which are you? A hare is impatient, fidgety, impulsive, and looking for instant results. A tortoise is patient, cautious, persistent, and prepared to wait a while. #investment #investmentmanagement #wealth #financialplanning #oracleag #financialadvisor #financialfreedom #stockmarket #success

06.01.2022 Investing in a savings account is a sure bet, but your gains will be minimal given the extremely low-interest rates. We recommend you grow and protect a investment portfolio by carefully diversifying it, and you may find yourself funding many generations to come. We offer a range investment portfolios that will peak your interest https://oracleag.com.au/investment-manageme/our-portfolios/ #rich #millionaires #savings #investing #investmentmanagement #investmentportfolio #oracleim

05.01.2022 Could a few plots in the graveyard of ASX be filled soon? ASX has seen no shortage of sub-prime lenders over the years with vastly different degrees of success. Read about our views and analysis on the sector via our recent blog post https://bit.ly/ASX-graveyard-blog #investmentmanagement #oracleag

05.01.2022 Oracle Investment Manager Luke Winchester recently featured on an Stockhead article, discussing his take on the year to come. #stockhead #investmentmanagment #investing #investments #oracleim #financeandeconomy #money

05.01.2022 It's never too early, or late, to start investing! Start by building up a lump sum of money, that you're happy to invest. Don't jump in head first in! Ensure you conduct thorough research into investing on your own. To invest well, you need to find investments that fit your financial goals, investing time frame and risk tolerance. If you have little experience or knowledge investing, it’s worth talking to professional, who can watch over your investments and grow your savings. Why not invest with us https://oracleag.com.au/investment-services/ #startnow #nevertoold #oracle #investmentmanagement

05.01.2022 Our very own Luke Winchester featured on a recent Stockhead article. Luke discussed some recent stocks purchases to the Oracle's Emerging Companies Portfolio. Plus his thoughts on the hidden COVID-19 winners. #stockhead #oracleim #investmentmanagment #emerging #investing #markets #stocks #investments #covid

04.01.2022 Throughout the life of a listed company, it will undoubtedly encounter share price swings due to the unpredictable nature of industry and market sentiment. In fact, there are a whole host of reasons why a company may experience a share price fall and when it does, this can be a great time to consider it for your portfolio. But a share price fall does not mean you should automatically buy, and it certainly doesn’t mean you should automatically sell. In today's blog post, we run through a couple of different situations from recent falls in the market. http://hubs.ly/H07DTMC0

04.01.2022 Investment news, soon to be announced! Watch this space #oracleim #investing #news #comingsoon

04.01.2022 Listen to your gut instinct and ask R U OK? Start the conversation by asking at the appropriate time and place; listen and don't judge them; encourage them to connect with suitable support and lastly check in to see how they are going. We encourage you to visit https://www.ruok.org.au for more tips to help out a workmate or friend.... #RUOK #checkin #starttheconversation #oracleag

03.01.2022 With the impact of COVID-19, we have seen an many businesses accelerating their shift to moving products and services online. Kip McGrath education provider has moved their services to an online platform and have succeeded well with the transition. While retail groups such as JBHFI have excelled during the pandemic with record sales increase, benefiting from work-at-home protocols enforced due to the coronavirus pandemic, which is spurring on demand for home entertainment products. #onlineshopping #movetoonline #success #investing #oracleim

03.01.2022 The single biggest obstacle to you becoming wealthy is YOU! Procrastination is the killer of results. Start with small actions today, which will lead to large outcomes tomorrow. #investment #investmentmanagement #financialplanning #oracleag

03.01.2022 Amidst the devastating impact covid-19 has had the economy, Oracle have seen some positive results coming from our portfolio holdings. Many of our portfolio holdings are performing to or exceeding our expectations. Our Investment Analysts continue to perform in-depth research for each company in our portfolio, ensuring we invest in great businesses that are growing their earnings strongly. #positiveresults #investingwithoracle #investmentmanagment #oracleinvestmentmanagement #succeeding #investing

02.01.2022 CBA has been under investigation under Australia's anti-money-laundering laws and as a result the share price has suffered with the expectation of a big fine. The situation investors are in bears a number of similarities to a scandal endured by Wells Fargo, one of the USA's largest and best run bank. We highlight a few graphs showing the comparison with a suggestion on how shareholders could expect CBA to trade based on Wells Fargo's experience. ... https://hubs.ly/H08xCsL0

02.01.2022 Luke is a Portfolio Manager for our Emerging Companies and Property Securities Portfolios. We've quizzed Luke, to get to know him a little better... What do you enjoy most about your job? As a Portfolio Manager there is tangible feedback for the work we do the market is a daily scorecard telling you whether you are right or wrong! There is some nuance to that of course as the market can often be irrational in the short term, but at the end of they day we are looking to gene...rate sustainable returns for our investors and how we do this can easily be measured, dissected and reviewed to see where we are doing well or poorly. What investment advice can you give? Emotions play a much larger part in investment returns than given credit for. Not giving into fear and greed, not anchoring yourself to price targets and being able to sell a position when it breaks your thesis are three common emotional hurdles I see (and have to combat myself). Tell us an interesting fact about yourself? I am a massive fan of US sports. Most of the time when I put some headphones to tune out and focus on research or a report I will be listening to a podcast about the NBA or NFL rather than music. To learn more about our team head over to https://oracleag.com.au/about-us/our-team/ #oracleim #meettheteam #investment #ResearchAnalyst #Staff

01.01.2022 Return on equity (ROE) is one of the core metrics in financial analysis. ROE measures the profit generated on the capital inserted in a business by its shareholders. In our latest blog post, we have given you the run down ROE & ROIE, to give you a better grasp with real market examples. #equity #investmentmanagement #returnonequity #oracleag #investments #captial #market #stockmarket

01.01.2022 Our analysts visited Microsoft’s Sydney campus today for the rhipe Investor Day. rhipe is one of our core holdings and it was a very useful day meeting management, representatives from Microsoft, and getting a deeper appreciation for the business model.

01.01.2022 Christmas promises the gift of open travel within Australia, and possibly to New Zealand and even other Pacific Island nations. Oracle are set to benefit with the rebound of travel, by adding Amadeus IT to our Global Equities Portfolio. Amadeus IT is a travel technology company, they offer transactions for airlines, hotels, rails, cruise lines and ferry operators, car rental companies, and tour companies. Close to home Flight Centre and Qantas use their travel technology . Want to learn more about Oracle's Global Equities Portfolio? Click here http://ow.ly/QM8v50Cg72t #openforbusiness #oracleim #investments #amadeusIT