Corporate Express into: The Ideas Lab
A short-term trading opportunity might have developed in this former Long Term Buy idea.
Buyout to boost Corporate Express
A takeover proposal for this high quality business, on the cards for several years, has now arrived. We’ll know more by the end of the week when things should really start to heat up.
Challenger Infrastructure's 8.8% yield
Having sold its largest asset, Challenger Infrastructure is in control of one exciting and one respectable business. But high leverage means the range of potential outcomes is still wide. And what about that yield?
Perpetual: knowledge unnecessary
In February 2002, former US Defense Secretary Donald Rumsfeld <a target="_blank" href="http://en.wikipedia.org/wiki/Unknown_unknown">didn’t know what he didn’t know</a>. Knowledge of the sharemarket’s immediate direction wasn’t needed to buy Perpetual in March 2009, either, and nor is it needed now.
Put some Foster's in your cellar
For a decade, Foster's spilled claret from its wine operations. Finally, it’s refocusing on brewing profits for shareholders.
Dumb questions for Intelligent Investors - Woolworths
Video interview on Woolworths business model with analyst Nathan Bell (17 minutes).
Shareholders pricked by Charter Pac's Dart
Management has lined its pockets while shareholders have suffered. The stock is still cheap, but is it cheap enough?
Property trusts on the front foot
A year on from the carnage of March 2009 and - rather remarkably - it seems animal spirits have returned to the listed property sector.
QBE: The perfect long term buy
A deceptively simple strategy has produced astonishing results. And now QBE is available at a reasonable price.
Dumb questions for Intelligent Investors - BHP Billiton
Video interview with BHP analyst Gaurav Sodhi (16 minutes).
Corporate Express not stationary
Sales and profits in 2009 were down, but that doesn’t mean that the company is going backwards.
Metcash: Top quality, budget price
Metcash is trading within spitting distance of its lowest ever price-to-earnings ratio; it's time to step up.
IAG turnaround on track
Managing Director Mike Wilkins is making good progress in turning around this insurance giant, just as we'd hoped.
No surprise in Servcorp slump
Investors have been spooked by the collapse of Servcorp’s first half profit. But with the global economic downturn hitting home and floor rollouts ramping up, what on earth were they expecting?
Suncorp shareholders suffer, again
Analysis reveals this company’s latest dividend cut may signal deeper issues, contrary to management’s confident tone.
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