Cochlear: Result 2013
Profits at Cochlear have fallen 16% due to lower upgrade sales and a fall in hedging gains, but unit sales hit a new record and market share held up well.
Fox: Result 2013
21st Century Fox, the rebadged News Corp, has reported a solid full-year result and healthy growth should continue. But the stock is no longer cheap.
IRESS continues overseas adventure
The £210m acquisition of UK-based Avelo, announced with its interim result, continues IRESS’s offshore expansion. Jason Prowd dissects the deal.
How to back Rudd and McMillan
Kevin Rudd has skewered McMillan Shakespeare with his proposed tax reform, but here's an idea for backing them both.
Selling GPG
With its share price up 33% since our initial recommendation, Gaurav Sodhi explains why it's time to take profits in GPG.
Transurban: Result 2013
Transurban is writing off bad investments abroad while its expanding network of irreplaceable toll roads in Australia continues to churn out cash.
ResMed: Result 2013
The maker of breathing machines has reported a 30% rise in underlying earnings per share and is optimistic about the future, with good reason.
ALE Property: Result 2013
This pub owner has chalked up another decent result. Jason Prowd relays the details from the presentation.
All in the timing at Clough
Murray & Roberts is hoping it can get Clough's margins up to the industry standard, but there may be more chance of everyone else's falling.
Macquarie mending slowly
Macquarie Group has delivered a 100% total return since being upgraded to Strong Buy two years ago. Nathan Bell explains the reasons for holding on.
Old Murdoch, new News
Conventional wisdom has it that the new News Corp contains ugly dying media assets, which is where James Carlisle spots an opportunity.
Australand: Interim result 2013
With a potential sale of its property portfolio scuttled, it's back to normal business for this property group.
Incitec Pivot: an explosive break up?
As Incitec Pivot considers a break up, Gaurav Sodhi asks whether there’s any value in the business.
Hail the insurance middleman
For the most part middlemen are a dying breed, but here's a sector where they aren't just surviving, but are thriving, reveals Jason Prowd.
Little to like in latest hybrids
There's not much to like in the latest hybrid offerings from ANZ and Westpac; if you must have some hybrids we prefer some already listed alternatives.
iSelect: Not the next Carsales.com
It’s being pitched as the next Carsales.com but misleadingly so. Jason Prowd explains why this insurance comparison service has little in common with high quality listed internet stocks.
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