Research

Closing the door on IOOF

With the original investment case changing beyond all recognition, we're recognising the loss and getting out.
9hrs ago

The rise of the value pretender

Plenty of fund managers are telling us it's a tough time to be a value investor. Is it time to look at things differently?

10hrs ago

DuluxGroup: Result 2018

The 2019 financial year should be a good one for coatings company DuluxGroup. Beyond that, though, a weakening construction market looms large.
5d ago

Coles Group on the nose

Coles's stock has been weak since listing. But the obvious reasons reinforce why the company looks great value.
6d ago

Santos gets close

Santos has fallen below our Buy price, but lower oil prices raise risks and peers still look better.
6d ago

Model portfolio trades

We're conducting a flurry of trades to bring our model portfolios back into line with Intelligent Investor's published recommendations.
6d ago

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