ARB Corp profit upgrade
Today’s profit upgrade is good news for shareholders in this four wheel drive accessories company. It also increases the attractiveness of subscribing to the dividend reinvestment plan for the upcoming special dividend. Don’t forget to send in your paperwork.
MMC: Say no to GPG
There are numerous options to release value from this stock. Unfortunately, the board has other plans.
Morris builds a better business
In part two of this three-part series, we get to the heart of Computershare’s resilience in light of the credit system’s near-death experience.
Kathmandu or Kathmandon't?
In this review, we consider Munger’s Rule before examining this latest private equity float.
Computershare tames the cycle
In 2003, Computershare’s earnings tumbled when stock market activity fizzled. In 2009, profits held steady in the global financial crisis. We recently bunkered down at the company's global HQ to find out what has changed.
Another opportunity in BBI EPS
This complex, speculative situation is not for everyone. But for risk takers, it looks like an opportunity.
A new perspective on Flight Centre: Part 3
Over the past few issues, we looked at how this travel business has morphed over the past five years. Here, we take out our crystal ball to see what the next five years might bring.
Price and value converge at RHG
RHG’s share price has risen 40% since our last review and the margin of safety is vanishing fast. Here our managing director explains how he believes shareholders can extract maximum value from their investment.
Oil stocks in the black
This time last year, we found some highly prospective acreage in the small oil sector, and drilled two gushers. We’re about to start a wider exploration effort.
Balancing up BEPPAs
BBI EPS holders should do well out of the current recapitalisation plan, if it’s approved.
Time to Whisky a Go Go from GrainCorp
Last year GrainCorp was a $450m company with a collection of dominant, attractive assets. Following the company’s latest proposed acquisition, shareholders will barely recognise their old business inside a $1.4bn ‘international agribusiness’.
Servcorp soups up its balance sheet
Servcorp has been hoarding cash, patiently waiting for the cycle to turn in its favour. With the world’s office towers emptying, management is seizing the opportunity to expand in its own typically contrarian style.
ARB's AGM and special dividend
We were unable to get along to the company’s annual meeting in Melbourne last week, but fortunately had a spy in the audience.
A new perspective on Flight Centre: Part 2
Having analysed this company’s traditional ‘cash cow’ last issue, we now examine the competitive position and economics of its rising ‘star’.
A world of opportunity: Part 2 of Your overseas investing survival guide
If the benefits of diversifying your portfolio overseas seem obvious, but you consider the practical obstacles too onerous, consider hiring a team of professionals.
New deal to boost BBI EPS
Babcock & Brown Infrastructure’s (BBI) preference shares, BBI EPS, were born out of the incredibly complicated and expensive Alinta takeover. The deal that looks set to rescue them is almost as complicated.
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