Spring house cleaning
We're reaching for the dusters, ending coverage of a number of stocks so we can bring you more opportunities.
Hunting for value in break-ups - Part 2
The search for value sometimes requires imagination. Here we outline two candidates where a break-up could provide an opportunity.
Caltex primes the pump
Caltex has responded well to falling fuel volumes but it should consider a break-up.
Caltex: Result 2016
The market wants to know how it will plug an upcoming earnings hole and Caltex has obliged. Is it sensible?
Caltex outgunned by BP
The bidding for Woolworths' Petrol business is over and BP, rather than Caltex, has won. What does this mean for Caltex?
Caltex: refined and redefined
Returning to a stock at higher prices is among the hardest things for an investor to do. We give it a shot.
Stocks on the verge of an upgrade
Things are getting interesting. John Addis asks the team what stocks might soon hit the Buy List.
No need to fill up on Caltex
Caltex has morphed into a much better business than before. However, the recent declines in it's share price still have not gone far enough to justify a buy.
The return of Caltex
Caltex's share price has slumped 18% from its highs. Is there value here once again?
Caltex: Time to sell?
Full-year results confirm that Caltex has changed from a lousy business to a decent one. The share price suggests everyone knows it.
Caltex: A fuel's errand
Long derided as one of the worst businesses in the land, Caltex is changing for the better.
Caltex: when to sell?
The transformation of this company is coming to an end. It’s time to think about an exit strategy for the new look Caltex.
Caltex: Interim result 2014
The transformation of Caltex is on track and will build a better business, says Gaurav Sodhi.
Caltex: Result 2013
Margins from Caltex's refining business might swing wildly but its retail business continues to march higher.
Caltex: A fuel's errand
Long derided as one of the worst businesses in the land, Caltex is changing for the better. Gaurav Sodhi makes the case for Buying.
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