Servcorp floors the competition
With an owner-manager focused on 'gain tomorrow', a business model that generates excellent cash flow, and a share price that's under pressure from 'pain today' activities, this company is worth another look.
Apathy rewarded at Argo and AFIC
Only have a small amount of money to invest? Don't have the time or inclination to manage a portfolio? Or do you just keep stuffing it up? Then Argo and AFIC might be for you.
Tuning in to Ten
With the prospect of a private equity bid getting fainter all the time, this TV company's stock has been falling - which is music to our ears.
Corporate Express delivers the goods
We like this company's economics and its heads-down management team. But does the future hold even more riches for shareholders? We think so.
The chairman is gone. Long live the chairman!
MMC Contrarian has appointed a new chairman, and it looks like a step in the right direction.
MMC Contrarian's indecision
There have been plenty of insider moves at investment company MMC Contrarian lately. We’re not sure what to make of them.
Mirvac makes others' dreams come true
Mirvac has helped several property entrepreneurs realise large fortunes in the past two years. In the last of our four-part series covering the diversified property sector, we suggest you cash in as well.
Deja vu at Flight Centre
It’s happened again. Flight Centre’s second proposed deal with a private equity group has fallen through. And, like last time, we couldn’t be happier.
Nine weddings and Seven lawsuits
Nine and Seven have been battling it out in the courtroom as well as over the airwaves. This fight may have been won but it’s just one part of a long war in the media industry.
Timbercorp and Select a double opportunity
Recent detailed research has provided mixed results: an unfortunate error and another buying opportunity in this neglected sector.
Over Fifty Group's tired excuses
We hoped a change in company name from OFM Investment Group to Over Fifty Group signified more significant changes elsewhere within this business. We were mistaken.
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.
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