Time to sell Roc Oil?
Whatever confidence we had left in the company evaporated along with the 15 million barrels of oil that were lost yesterday. This recommendation has been little short of a disaster, and it's time to rethink where we stand.
Tap Oil begins to flow
For a company in the business of finding oil, Tap's exploration record has been a perennial disappointment. Will a new exploration strategy and some juicy new assets give it a second wind?
Sonic battles funds in fee fight
The Australian government plans to review pathology industry funding, but Sonic has come out fighting. While it has already knocked out several health funds, others are refusing to buckle.
Tabcorp's year of living dangerously
Even for companies, there are days when the future changes forever. For Tabcorp, the 10th of April 2008 was one of those days.
Steel sector part 2: Sims Metal Management
Australia is home to the world’s largest metal recycler. That very fact means it is a better business than OneSteel or BlueScope.
Treasury Group finds the feeling's Mutual
With one of its fund managers looking increasingly troubled, Treasury Group has taken action. The restructuring makes sense, but inflows will depend on improved fund performance.
BHP Billiton's long march to China - part 1
BHP Billiton’s management has stood on the podium, cleared its throat, and yelled ‘supercycle’ to the world. The company is sitting pretty if that scenario eventuates.
Steel sector part 1: Carnegie to OneSteel and BlueScope
History, they say, puts things into perspective. In this review, we see whether there’s still a fortune to be made in the steel business.
Pouncing on downtrodden developers
The property development sector is capable of inflicting serious wounds on investors. Careful stock selection and prudent portfolio allocation are the keys.
Building materials roundup - part 2
The final two companies of our building materials roundup both have operations in the troubled US market. But that’s about where the similarities end.
Competition is in CSL's blood
With earnings at record levels and a PER at its lowest point in years, is it time to join the CSL team?
Flight Centre's abrupt ascent
We knew the company’s previous 2010 financial year forecast – for pre-tax trading profit of $125m to $135m – was undercooked. But we didn’t quite realise by how much.
Profiting from private equity
Listed private equity stocks continue to trade at substantial discounts to their underlying asset values. But only one is worthy of your consideration at today's prices.
Building materials roundup - part 1
The building materials sector might be vital to the economy. But, as we’ll see in this two-part series, the major players aren’t necessarily vital to your portfolio.
Time to exit Select Harvests
The future of almond producer Select Harvests changed markedly with the collapse of Timbercorp last year. But the stock fell too far on the news, and we’ve since been waiting patiently for a better opportunity.
Between Roc Oil and a hard place
Long-suffering Roc Oil shareholders have fought dilution, a bad acquisition and value destruction. Is it a tunnel with a light or simply a void?
Platinum's call for cash
Platinum Capital’s share offer – its second in 18 months – doesn’t excite us, but the money flowing into the funds run by its management company, Platinum Asset Management, certainly does.
Spark gets WACCed
Spark has recently shrugged off debt and regulatory concerns but, with the stock up 32% from our initial recommendation, should we be loading up or shutting down?
Why IOOF isn't a takeover target
Whenever there’s corporate activity in a sector, speculators love searching for the next target. A cool examination of the facts shows it’s probably not IOOF.
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