This week we discuss how capital expenditure is turning in the energy sector. A number of investments in your equity portfolio will benefit from resultant increasing activity.

This week we discuss the outlook for the uranium sector and the rationale behind our investment in Paladin.  

Many First Samuel clients have a holding in Emeco Ltd. The mining services supplier has had a negative share price (-36% QTD) but remains a stand out in your portfolios in FY-18.

The 10% fall in the ASX from its previous peak makes it what the market calls a 'correction'. Call it what you will. It's a bit soggy out there.