TPG vs iiNet: Battle of the ISPs
These two ISPs have grown into fully-fledged telcos creating great wealth for shareholders, but can they hold their own in a more competitive landscape?
Leighton is no lay down
Recent allegations have rocked Leighton Holdings, but its value to shareholders rests on its potential in coming years, explains Greg Hoffman.
OzForex on the money
A competitive industry, private equity sellers and a high price aren't a good look, but we're backing this payment specialist anyway.
Duet changes its tune
Now holding three high quality assets and with internalised management, Duet is more attractive than before but not quite cheap enough.
Put Vision on your watch list
The country's largest owner of laser eye clinics offers plenty of turnaround potential, but the doctors hold most of the cards.
Ideas Lab: Perilya saved from peril
With a takeover likely to happen, this zinc and lead miner offers a slim window for a small gain. Gaurav Sodhi presents Perilya to the Ideas Lab.
News Corp: Result 2013
There were some swings and roundabouts in News Corp's full-year result, but the overall performance was pleasing.
F&P Healthcare: Breathing easy
Having just released the best range of masks in the company’s history, Nathan Bell explains why this might not be the time to sell.
Storm brews for Spark Infrastructure
The regulatory regime that governs returns is changing and with it our investment case. Gaurav Sodhi explains the changes to come.
Echo is worth a shout
Fears about the impact of Crown's new casino in Sydney have created an opportunity in the owner of The Star, explains Jason Prowd.
Three stocks to gain from more M&A
Corporate activity could be about to increase, but there are safer ways to benefit than trying to pick the next acquisition target.
Pulling the trigger on Perpetual
Stronger markets, slowing fund outflows and a focus on its core strengths have created an opportunity in this iconic fund manager.
Kingsrose Mining: Result 2013
Operational and regulatory problems have savaged this little gold miner and it shows in awful results, but better days lie ahead.
Brambles: Result 2013
This logistics business generates oodles of cash, says Gaurav Sodhi, but it spends most of it maintaining its pool of pallets.
Opportunity on the scrap heap
Investors are treating Transpacific Industries like garbage, but an improved balance sheet and new management presents an opportunity.
AGL Energy: Result 2013
AGL Energy is coping well with industry change and it will benefit from the repeal of the carbon tax. Yet it is no bargain, explains Gaurav Sodhi.
REA Group: Result 2013
The property website's 2013 results again showed what a fabulous company it is, but its shares also sport a fabulous price.
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