Westfield offers no free lunch
Buying shares in this shopping centre owner and developer makes sense to us. But don’t expect a bargain by grabbing any of the WDCNA or WDCNB instead of the garden variety WDC.
Is Stockland safe as houses?
Scratching beneath Stockland’s surface reveals a company more vulnerable than its size might suggest. In the third of our four-part series covering the diversified property sector, we find out why.
Harvey Norman on the launching pad
Two years back, investors seemed unimpressed by Harvey Norman's international expansion. But, even though it’s still too early to pass final judgement, it’s beginning to look like there was some definite method to Gerry Harvey’s madness.
Clearing the air on Flight Centre
We didn't explain our move to sell some shares in our model Income Portfolio particularly well. Our apologies for any confusion; our recommendation on this travel retailer remains unchanged.
AVJennings gets the GPG treatment
Public opinion wants action on making the planning process more efficient; we’re not holding our breath, but it could be a real boost for AVJennings.
ARB's currency obstacle
The rising Aussie dollar reduces the value of ARB’s overseas revenues. That should be partly offset by several positive factors, and this company has demonstrated its pricing power in the past.
Westpac boss sells, eyes retirement
Westpac boss David Morgan isn’t slated to finish up until December but he recently decided to top up his retirement funds by selling a stake in the company.
DB RREEF chases growth overseas
You don’t have to sell the family silver to create a funds management business, as we see in the second of our four-part series on the diversified property trust sector. But the urge to expand internationally seems to be irresistible.
Media at Southern Cross-roads
Hype has finally turned to reality for cross-media ownership, but, if history is any guide, the sellers will end up getting the most out of it.
Sigma director tries to cure ailing stock price
A recent profit downgrade hasn’t deterred Sigma Pharmaceuticals director Geoffrey Curlewis from buying shares in the company.
Wesfarmers reaches Coles checkout
With Wesfarmers the only bidder left in the queue at Coles, it has won the day. But debt of $11.5bn and strong competition from Woolworths won't make Richard Goyder's job an easy one.
Counting assets at Charter Pacific and CPI
Both Charter Pacific and CPI Group are well below the size we consider practical for continued coverage in this publication. But we’re going to make an exception for one and provide some parting thoughts on the other, for those who might like to do their own research.
General breaks its rules of engagement
In the first of our four-part series covering the diversified property trust sector, we find GPT Group getting carried away with itself in the US and Europe.
Drug shake-up has Sigma reeling
Upstart competitors look like putting a dent in Sigma's exemplary growth record this year. But while the industry is changing quickly, this company has staying power.
BHP director's curious transaction
BHP’s newly appointed chief executive officer Marius Kloppers rewarded the company’s faith by selling shares in the Australian icon.
RAMS set for a shearing?
Mortgage lender RAMS has made a good fist of breaking into the banks’ territory, helped along by mascot Raymond, the talking ram. But with the company founder selling down in the float, it seems not everybody loves Raymond any more.
Wine industry sees lake half-empty
This year is expected to see an outflow from Australia’s wine lake and this should lead to steadier prices. But the best wineries struggle even in the best of times, and the real value at the moment is in the liquid itself.
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