Iron ore: It's (not) different this time
There’s a popular assumption that iron ore prices will stay high. But, as Gaurav Sodhi explains, the best solution to high prices is…high prices.
Woodside Petroleum: Shell sells
Shell's exit from the Woodside share register has raised questions, but it might also raise an opportunity.
The Ideas Lab: RHG still offers a 20% return
Despite the massive increase in its share price today, if you are on a low tax rate or have capital gains which can be utilised RHG is still great value.
Time to rejoice at RHG
It’s been a long and winding road but, finally, our original investment hypothesis has played out profitably for all.
The radio sector: Static
Video may have killed the radio star, but it'll be the internet that kills the radio industry.
Westfield locks and loads with capital raising
After battening down the hatches during the credit crisis, Westfield is reloading for growth. Nathan Bell explains the battle plan.
Easy profits for Tabcorp shareholders
Tabcorp's latest capital raising creates an opportunity to pocket some cash for shareholders who do not wish to invest more money.
Sirtex enters remission
There’s a lot to dislike about Sirtex Medical. But its revolutionary liver cancer treatment works, the market for it is huge and the company is profitable and pays a dividend.
Why you should steer clear of NAB and ANZ
The big banks enjoyed a strong reporting season. But the strategies of National Australia Bank and ANZ make them our least preferred options in the sector.
Westpac boldly boosts dividend
This bank is struggling to grow its top line but falling bad debts are supporting impressive-looking profit growth in the short term. Investors should still tread carefully.
Soul Pattinson upgraded
Three different approaches to a sum-of-the-parts valuation reveals a mildly cheap investment company.
Cellestis passes the biotech test
In a world of biotech failures, Cellestis has developed a successful test for tuberculosis. The market’s response has been, ‘so what?’
Pay TV: All about the content
One of these companies is at the bottom of a big pipe and the other at the top. No prizes for guessing where Stokes and Packer sit. But should you follow them?
Wilson Investment Fund: Wind It Up
This listed investment company is worth more dead than alive. Rather than dither on strategy, the board should implement a mercy killing.
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