What BHP should do next
BHP's newly announced chief executive inherits an excellent business but there are three lingering problems he must address.
EML Payments revisited
It's been a busy week for EML Payments with a big acquisition. Here's what we learned from the EMLCON conference.
Wine time at Woolworths
The demerger of Woolworths' liquor and hotel business Endeavour Group is underway. But is the remaining supermarket business under long term threat?
James Hardie: Interim result 2020
Defying our fears, James Hardie's half-yearly result was very strong. With management increasing earnings guidance we're lifting our price guide.
Salad days over for big banks
Are the banks finally through the worst? Will the housing market upturn be a dead cat bounce? In this review we search for answers.
Ideas Lab update: Graincorp
Graincorp's demerger of its malting business, which supplies the craft brewing industry, has been delayed. The likely reason? The other divisions are struggling.
Tabcorp: two risks, one glaring opportunity
Lotteries isn't likely to lose money any time soon, but interest rates could make or break the investment case.
Freedom Foods: Australia's Own?
Here's an owner-managed health food company with earnings that are rising fast. But will the calls on your cash continue?
Iluka tries the splits
For a quarter of a century, a royalty asset within Iluka has been mispriced and underappreciated. All that might soon change.
From zero to Xero
Xero's innovative accounting software has exploded in popularity but profitability remains evasive. Is that the opportunity?
Westpac Annual Result and SPP
Westpac has announced a lousy annual result, cut the dividend and announced a $2.5bn capital raising. Bank investors need to get used to it.
Why CSL's moat grows ever wider
CSL's plasma collection network is growing faster than the rest of the industry combined. That's great news for shareholders.
Coles bakes a record
Management's trying to make the numbers in the short term, but surely sales growth is a good thing? Perhaps not when it comes from rising grocery prices.
Ideas Lab: CTI Logistics
In a market obsessed by technology and growth, we present a business hit by the cycle but backed by real assets.
Vote for stability at Donaco
Donaco's chaotic and wealth-destroying previous management is attempting to roll the board. Here's how to stop them.
Downgrading United Overseas to Hold
With the stock rising above our Buy price, we're switching to Hold.
Appen: go big or go tech
Appen is at the cutting edge of AI research, but its reliance on humans could be its Achilles' heel.
Domino's: The power and the passion
Investing isn't all about fearing threats. It's about considering potential sources of upside too.
Reconsidering Webjet
With a sharply lower price and a fast growing hotels business, we re-examine Webjet.
ARB's profits to fall
We wondered when a sagging new vehicle market would hit ARB's bottom line. We now have our answer, and perhaps an opportunity.
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