What makes Cochlear superior to BlueScope?

Cochlear demonstrated these six characteristics when we upgraded the stock to Buy in 2004. Look for them if you want to buy a wonderful business at a fair price.

5mths ago

How CBL went bust in a month

The sudden demise of this former high-flyer is a stark reminder of the importance of understanding and managing risk.

6mths ago

Fletcher Building: Acting sensibly?

All the world’s a stage, and last week Fletcher Building fell off. But the company’s problems are following a script and a buying opportunity mightn’t be far away.

7mths ago

Sirtex: Diary of a lucrative investment

Last week’s takeover for Sirtex Medical means our 2010 recommendation generated an annualised return of 24%. Read on for how to identify the next one.

7mths ago

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