Recounting the assets at Charter Pacific
This beaten down stock still trades at a discount to intrinsic value. So why aren't we positive about it?
Aristocrat spins the reels
This poker machine manufacturer has met some challenges in its past, but it’s always come back bigger and stronger than before. This time around the company’s taking on a pile of debt, but it’s better equipped than ever.
David Jones falls back to earth
Retailers big and small are feeling the effects of consumer belt tightening. Investors are also lacking confidence, and that’s just the way we like it.
OFG cheap at half the price
It’s been out with the old and in with the new in the Over Fifty Group boardroom, but so far the changes have done little for shareholders.
DEXUS pays the RENTS
Using catchy names for income securities was a fad whose time, thankfully, has been and gone. Perhaps that’s why the DEXUS RENTS are finally worthy of your attention.
MYOB under the spotlight
There’s nothing like a hard-fought battle between management and shareholders. But it’s the business that shines at MYOB.
Foster's board should carry can for wine blunder
Finally recognising one of the more obvious corporate blunders of recent times, Foster’s is a step closer to realising the tremendous potential of its beer business. But the blame for the wine fiasco can’t all be laid on the CEO.
Macquarie prefs look tempting
Macquarie Group’s new convertible preference shares have some similarities with the recently issued Suncorp convertible prefs, but there’s also an important difference.
Globe looks over the edge
The recent half-year result gave some hope that Globe’s turnaround is on track. It had better be quick, though, because the brands will wither without greater investment.
Party over for Stockland and Mirvac
With property developers facing a tough future, Mirvac’s cheaper price tag is enough to overcome Stockland’s higher quality.
Don't be burned by ammonia float
Burrup Holdings is making the most of a precarious combination of locked-in gas costs and surging ammonia prices, but there’ll be trouble if anything changes.
Blackmores' unhealthy competition
Since the demise of Pan Pharmaceuticals in 2003, Blackmores has enjoyed unprecedented health. But it hasn’t gone unnoticed and there’s an array of competitors lining up to share in the wealth.
Suncorp preference share offer shines
With a yield of close to 11%, this is the first new income security to catch our eye in a long, long time.
Platinum against the planet - Part 1: History and background
A little over a year ago we published ‘Woolies against the world’. Now we’re giving Platinum Asset Management the same treatment by lining it up against two of the world’s finest fund managers. Prepare yourself for some surprises in this five-part series.
Platinum against the planet - Part 2: Management and investment style
In the first part of our comparison of Platinum, Legg Mason and Schroders, we looked at how the companies got to where they are today. Now we’ll examine their management and investment styles.
Platinum against the planet - Part 3: Clients and distribution
In the third part of our series comparing Platinum with two international fund managers, we examine the companies’ clients and how they market their products.
Platinum against the planet - Part 4: Performance of flagship funds
In the fourth part of our series, we’re getting to the heart of the matter – how are the companies’ funds performing?
Platinum against the planet - Part 5: Financials, valuation and conclusion
In this, the final part of our series, we offer a few critical statistics to highlight the differences between Platinum, Legg Mason and Schroders.
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