An opportunity in pipeline trusts?
Envestra and Australian Pipeline Trust have suffered price falls and now offer attractive yields. But their hedge fund-like debt levels complicate matters considerably.
Dividend bounty at RAMS?
The directors appeared not to give a stuff about the shareholders at Monday's meeting but the news they delivered was promising all the same. RAMS (now known as RHG) remains exceptionally cheap.
Bank reporting season round-up
A raft of impressive results from the sector can't disguise the one major problem with the stocks within it - the expensive price tags.
Steady hands needed on RAMS
Credit markets continue to deteriorate and the press reporting of the latest announcement is causing all sorts of panic. Meanwhile, the opportunity is better than ever.
BOQ boss picks a strange time to sell
Share sales by Bank of Queensland’s boss, while the company is busy making acquisitions, might have livened up recent boardroom discussions.
Platinum Asset tarnished but still precious
Here’s a $3bn company with a first-rate business and excellent management - just the way we like. So why is it so cheap?
Timbercorp positioned for the food squeeze
Timbercorp wants to get into the funds management business. It could be a great move but at these prices, we should do just fine even if it isn't.
Macquarie - what price a bargain?
We’ve had tremendous success with this stock in the past and the current price seems attractive. But how do the rewards stack up against the risks?
BHP goes to Rio
There's been speculation about this mammoth merger for some time, so the actual announcement was something of an anti-climax. But don't underestimate the scale of what BHP Billiton is trying to do.
The BT float - Westpac and stags to cash in?
A slick prospectus, a brand name fund manager and an apparently reasonable price. Seems like a great deal, right? Well, no actually, although a tasty stag profit seems likely.
Flight Centre's love of Liberty
For some time Flight Centre has been looking at a large US acquisition. Now it's been announced, it seems to stack up, without any 'synergies' mumbo jumbo.
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