Webjet: banking on beds
Webjet is a go-to place for travellers, but it's the company's infrastructure for travel agents that deserves your attention.
Soul Patts creeps closer
Soul Pattison has quietly built one of the best investing track records in the country. With the share price falling, an opportunity is near.
Ideas Lab: Treasury and the stockpiling showdown
This world-class wine producer is growing strongly but watch the red flags.
Audinate: The most important thing
Is Audinate just another hot tech stock in a market slavishly chasing them or is there genuine value on offer?
IOOF: The signal and the noise
With the business under strain and without sound prospects, we're ceasing coverage.
Ideas Lab: LICs set to rebound?
L1's track record and a reasonable discount to NTA make it and a number of other LICs worth a look.
IOOF prevails against APRA
IOOF is now more likely to complete the acquisition of ANZ's Pensions and Investments business.
Thinking about the oil price surge
How does the oil price spike change valuations for BHP and Woodside?
Amcor faces a low-growth world
Amcor has conquered the Americas but it won't solve the underlying issues.
Chorus: A yield stock in hiding
Chorus commands a high-quality asset base but its future earnings are a mystery. That's the opportunity.
Thorn's final, punishing spike
With the board opting to raise capital and pursue a risky turnaround rather than return cash to shareholders, we're out.
URW: Full disclosure
URW has challenged a number of analytical points from last week's research. Here's the exchange, in full and unvarnished.
Thorn raises capital in a turnaround attempt
We're re-examining the investment case after Thorn's plan to raise capital and turnaround its struggling businesses.
Scentre and URW on the chopping block
When a stock departs from the roadmap one envisaged for it, it's often a good idea to get out. That's what we're doing here.
Rising house prices support Westpac's dividends
With falling interest rates, Westpac's earnings and dividends are under pressure. The return of house price growth helps support the dividend.
Ideas Lab: Wisetech the rocketship
Wisetech is a great business but is it as great as everybody thinks?
New Hope's court win
New Hope's long slog to get the New Acland coal mine approved has moved a little closer.
Suncorp and IAG are decent businesses with dominant market positions underpinning their profits. Growing those profits, however, is a harder task.
Suncorp and IAG are decent businesses with dominant market positions underpinning their profits. Growing those profits, however, is a harder task.
Platinum 'upgraded'
Founder Kerr Neilson's share sales earlier in the year look well timed. But is value re-emerging?
TPG Telecom: Result 2019
This could be the last independent result from TPG. That's why no one paid attention to it.
Spring house cleaning
We're reaching for the dusters, ending coverage of a number of stocks so we can bring you more opportunities.
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