Closing the door on Elders Hybrids
It’s been an arduous journey, but with Elders reporting another shocking result we’re taking the opportunity to sell the Elders Hybrids before it gets much worse.
Aristocrat not so big in Japan
With the stock price up 74% in less than a year, what now for this long standing buy recommendation, asks James Carlisle.
Time to sell the banks?
The big four banks have delivered an average total return of 42% over the past year. Nathan Bell makes the case for a thorough reassessment of your portfolio weightings.
Challenger: mind the gap
The country’s dominant provider of annuities trades on a PER of less than 8. Unfortunately, that doesn’t tell us much about its actual value. James Carlisle finds another way.
James Hardie: Result 2013
James Hardie shareholders have been waiting a long time for a US housing market recovery. One more year won’t hurt.
F&P Healthcare: Result 2013
F&P Healthcare continues to carve out a profitable niche in the sleep apnoea and respiratory care markets, helping boost earnings 20% for the year.
Three reasons to sell Westfield Retail
Since listing, this trust has delivered handsome annual returns, but it's unlikely to match that over the next decade. Jason Prowd explains why we’re following the Lowys out the door.
Mighty River's risky undercurrents
This recently floated NZ electricity generator and retailer has an interesting mix of assets but faces a nasty undertow.
Sydney Airport takes the cake
The country’s biggest airport offers an attractive combination of income and growth, and a slice of irritation. James Carlisle explains why we’re coming back for a second helping.
Orica: Interim result 2013
A poor business is obscuring a great one and an opportunity may be brewing, says Gaurav Sodhi.
SP Ausnet: Result 2013
SP Ausnet has delivered an admirably predictable full-year result – but debt, dilution and management fees are a turn-off.
Sun sets on Sunland
Our investment in this property developer has worked out nicely, now with the share price closing in on NTA Jason Prowd explains why we’re moving on.
Childcare: child's play at G8?
Five years after the collapse of ABC Learning Centres, childcare centre aggregator G8 Education enters the ASX300. Nathan Bell examines whether it will meet the same fate.
Stockland unveils new strategy
Out with Quinn’s ‘3Rs’ and in with Steinert’s more traditional approach. Jason Prowd appraises the new direction.
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