Cadence In The Press

Cadence In The Press

AFR – Going global the key to sharemarket success

March, 2018

In this AFR Smart Investor article, Karl Siegling provides commentary around the mining services sector. Siegling was an early investor in the mining services sector and describes that sector as a reporting season standout.

Cadence In The Press, News

Late rally propels ASX to another session of gains

December, 2017

“There was nothing specific happening in the market apart on Thursday from a general appetite to get towards 6,000 points,” says Karl Siegling, portfolio manager at Cadence Capital. “The last time the All Ordinaries broke through 6,000 points was 11½ years ago and it’s a barrier that has been tested already twice this year. From […]

Cadence In The Press

AFR – 5 retail stock that fund managers rate

November, 2017

Karl Siegling, provides his views on Harvey Norman as part of an interview series with fund managers on a selection of retail stocks. Siegling, a noted contrarian, has an unusual thesis on Harvey Norman: it would be an attractive acquisition for Alibaba Group Holding (the Chinese e-commerce giant) or even Amazon.

Cadence In The Press

AFR – Macquarie’s Moore confident on acquisition war chest

October, 2017

Cadence Capital managing director Karl Siegling said he was optimistic on Macquarie’s growth prospects especially in light of the interim result. “It is going to $100 in the next couple of months and over the next year between $105 and $110.”  

Cadence In The Press

AFR – Late rally propels ASX to another session of gains

October, 2017

Karl Siegling discusses the market pushing the 6,000 point barrier.

Cadence In The Press

Late rally propels ASX to another session of gains

October, 2017

“Iron ore is in a decidedly downwards trend,” said Mr Siegling. “It doesn’t look like its got any reason to head higher in the short term and that’s likely to weigh on resources stocks, but of course, Australian miners are quite diversified so there are plenty of other markets to keep them happy.”