Brickworks goes global
When a management team with a great track record buys a low-quality business overseas, should you back them or defer to history?
Seek: irons in the fire
Seek is building the foundations for long-term prosperity, even though 2019 won't be a vintage year for earnings growth.
BWP Trust downgraded to Sell
BWP Trust's share price continues to charge higher. Shareholders might be confusing the solid performance of Bunnings with that of its landlord.
Virtus & Monash face slowing growth
The IVF industry continues to fall short of our growth expectations. It's time to change those expectations.
F&P Healthcare: Interim result 2019
The Mexican plant continues to lower costs but a moderate flu season could curb growth.
CSL: the bear case and why we aren't worried
The development of competing therapies threatens to turn off CSL's cash fountain. Should you worry?
Thorn Group: Interim result 2019
Another lacklustre result masks considerable value in Thorn's assets.
Pressure builds for Reece
There's early evidence of a downturn in the construction industry. Reece is unlikely to be immune.
Coles Group: back up the truck?
One company became two yesterday, with Wesfarmers and Coles Group going their separate ways on the ASX. Which stock gets the gong?
Trade Me attracts takeover bid
We've considered Trade Me to be underpriced for most of the past four years. Now a private equity firm agrees.
Is Domain in Nine's sights?
Domain is in for a tough 2019 but new major shareholder Nine Entertainment is set to copy News Corporation's successful US strategy.
Servcorp: not another day at the office
Alf was his usual charismatic and candid self at the Servcorp AGM, but the clear theme was that Servcorp is facing disruption.
Taking leave of Lendlease
Problems at its NorthConnex project are another reminder of why we find it hard to recommend this construction and property group.
Adacel under a cloud
The latest profit warning from this aviation technology provider has sent its shares tumbling. Is it time to strap on a parachute?
Waiting on the Domain AGM
With Domain's annual general meeting due on 20 November, we're adopting a cautious approach before deciding whether to become more positive.
Sonic Healthcare brushes off digital dilemma
The pathology industry is about to be shaken by a more efficient healthcare system, but Sonic has the high ground.
Carsales: the canary in the car yard?
What's the difference between 'solid' and 'moderate' profit growth? When it comes to Carsales.com, apparently a 25% lower share price.
Healthscope gets revised offer
Brookfield has raised its bid for Healthscope, this time with a way for shareholders to maintain a stake.
New Hope's second chance
New Hope has completed one of the best mining deals of the decade. It's time to revisit the investment case.
Property trust wrap: A quarterly health check
The quarterly results are in. Shopping centres are alive and well and the negative sentiment may produce more opportunities.
Fairfax: say 'nein' to Nine
You may not want shares in Nine Entertainment, although you'll soon get them anyway. It's time to think about deploying your Fairfax capital elsewhere.
Perpetual on borrowed time
With outflows in its investments business and margins at risk in its wealth management division, time is against Perpetual.
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