Building materials roundup - part 1
The building materials sector might be vital to the economy. But, as we’ll see in this two-part series, the major players aren’t necessarily vital to your portfolio.
Time to exit Select Harvests
The future of almond producer Select Harvests changed markedly with the collapse of Timbercorp last year. But the stock fell too far on the news, and we’ve since been waiting patiently for a better opportunity.
Between Roc Oil and a hard place
Long-suffering Roc Oil shareholders have fought dilution, a bad acquisition and value destruction. Is it a tunnel with a light or simply a void?
Platinum's call for cash
Platinum Capital’s share offer – its second in 18 months – doesn’t excite us, but the money flowing into the funds run by its management company, Platinum Asset Management, certainly does.
Spark gets WACCed
Spark has recently shrugged off debt and regulatory concerns but, with the stock up 32% from our initial recommendation, should we be loading up or shutting down?
Why IOOF isn't a takeover target
Whenever there’s corporate activity in a sector, speculators love searching for the next target. A cool examination of the facts shows it’s probably not IOOF.
AWE: The sequel begins
Superstars made famous by a blockbuster often dread the sequel. Now it’s AWE’s turn to find out whether it’s a flash in the pan or has real talent.
Farewell to Just Group, Lion Nathan and ABB Grain
In this administration exercise, we say goodbye to two companies that were taken over in 2009, and one dating back to 2008.
RHG gets knocked off the wall
A New South Wales Supreme Court judge recently compared RHG Group to Humpty Dumpty. But is the stock really just a broken shell?
Super, super Sonic
What Sonic Healthcare does in its hundreds of pathology laboratories isn’t particularly appealing. But the fact this company keeps getting it right most definitely is.
HGL out of the darkroom
This small stock fell off our radar a few years ago, despite being an active recommendation. Here we try to make up some lost ground.
Bank of Queensland annual meeting
This company faces difficult strategic challenges, though they're offset by a more moderate share price.
'Gunna' Infomedia gets a bullet
It’s time for a rethink on this long-standing recommendation; it hasn’t worked out as expected.
LNG sales ignite
LNG has been making plenty of headlines recently. In this review we consider some recent major announcements and their implications for our key recommendations in the sector.
Blue sky for IAG?
Insurance Australia Group is back on track with a no-nonsense managing director following a back-to-basics strategy.
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