QR National off the rails
James Greenhalgh really wanted to like the QR National float. But financial engineering, soon-to-balloon debt levels and feeble cash flow derailed his enthusiasm. This is a poor quality, over-priced offer.
Prime Infrastructure upgraded
If you still own Prime Infrastructure securities, it's worth holding on to them. Gareth Brown explains why.
Carnarvon Petroleum: A potential Thai coup
This oil producer faces geological, economic and fiscal challenges. But with those risks priced in and its potential all but ignored, Carnarvon demands attention.
Taking a 130% profit on Integra
Gold stocks are speculative, unpredictable beasts. Which is why with everything going well at Integra, we're locking in some profits.
Should you participate in the Woolworths share buyback?
Woolworths’ off-market share buyback closes on Friday. If you fall into a low personal income tax bracket or belong to a DIY superannuation fund, then it might be worth participating.
The dangers in dancing with Duet
We hoped it might be another opportunity but our research revealed something even more beneficial; a reminder of the red flags that helped to produce the global financial crisis.
Asciano deserves a wide berth
Asciano boasts several monopolistic businesses. But despite the share price falling 86% since peaking at $11.64 in June 2007, Nathan Bell is a long way from recommending this company.
Telstra's economics lesson
Investors pushed Telstra shares up slightly after today's presentation by management. Our invitation must have been lost in the post, but the slides said enough.
Cage match: UGL vs Transfield
We’ve previously neglected covering contracting rivals UGL and Transfield Services due to their tough businesses. But there’s a price for everything, and here James Greenhalgh reveals when he’d be ready to rumble.
Charter Hall summons Gandel the great
John Gandel is one of Australia’s richest property moguls. Having helped Charter Hall recover from the property bust, is he steering the company toward a much more profitable future?
Infomedia turnaround story begins
The founder and largest shareholder of this electronic parts catalogue producer is back to try and turn the business around. After our meeting with him, here's the latest view.
Private equity hopes for QR success
Private equity funds have been back in the press recently. Apparently they’re trying to drum up money for a number of new fund launches. Good luck, we say.
Capital raising for Spark Infrastructure
Spark Infrastructure has announced a 2-for-7 entitlement offer. The offer price looks attractive and the raising ensures the group can fund a major network expansion.
Sonic's stretch target
There’s a scramble on in Australian pathology. Sonic is set to claim a chair when the music stops, although this year’s profit could disappoint.
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