Ansell and the Trump tariffs
A US-China trade war sounds bad, but it might be a blessing for this glove maker.
Ideas Lab: Malty goodness in Graincorp
Here's a way to ride the craft beer revolution. Long-term underperformer Graincorp is demerging its malt division, its best business (by far).
360 Capital morphs into a fund manager
Despite an excellent track record, teaming up with a highly successful dealmaker and launching several funds, the market seems oblivious.
Cochlear, cartels and sustainable pricing
Cochlear's pricing power is so strong that it attracts the wrong kind of attention. Will it last?
ALE Property's new drinking buddies
What does Woolworths' demerger of Endeavour Drinks and ALH mean for ALE Property?
Woolworths abandons sin city
Woolworths yesterday announced it will demerge its liquor and hotel businesses. But is the company concealing the real reason it wants out?
Equity Trustees surges
Equity Trustees is a high-quality business with captive customers and a number of attractive growth options. With the market's appreciation growing, it's time to downgrade.
Ideas Lab: PWR Holdings
This small Australian company dominates a critical niche in the motorsports market. Is PWR an undiscovered gem or another expensive small cap?
Bapcor: cruise control
We're commencing coverage on aftermarket auto parts supplier Bapcor. Put it on your watchlist and keep an eye out for an opportunity - potentially soon.
Hotel Property Investments: Calling last drinks
Hotel Property Investments has been a stellar recommendation for our members, but all parties must come to an end.
What holds should you buy?
High quality companies are rarely cheap after the ASX 200 has risen sharply. But buying them at reasonable prices can still provide respectable returns. Here are ten to consider right now.
GPT and Dexus: ringing the bell?
They say nobody rings a bell at the top of the market. That might be true, but capital raisings from these three property trusts give food for thought.
Platinum Asset Management and base rate neglect
'Faced with the choice between changing one's mind and proving that there is no need to do so, almost everyone gets busy on the proof,' said JK Galbraith. We're doing the opposite with Platinum.
Coles takes a knife to costs
Coles' Investor Day contained few revelations. Cost-cutting should help prevent a margin squeeze, but will differentiated store formats lift sales?
Ideas Lab: No sugar coating for EBOS
You've probably never heard of this healthcare stock, despite its size and significance - but it carries some big risks as well.
LiveTiles: A cultural analysis
Our latest series on the changing investing landscape highlighted culture as a key area. John Addis puts a fledgling software business to the test.
Has AGL jumped the shark?
Lunacy or logic? AGL's bid for Vocus may say more about its troubles than reveal an opportunity.
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