IOOF: Result 2018
This wealth manager is doing its best to allay concerns over regulation and margin pressures, but investors are having none of it.
Navitas: Result 2018
Navitas's result was acceptable, as were the latest enrolment figures. But is the 21% cut to the dividend a sign of management conservatism or bad news to come?
Fleetwood's entitlement offer
Fleetwood is raising equity to grow its manufactured accommodation business.
Sell Woolworths, buy Coles?
Three years ago, we upgraded a very out-of-favour Woolworths to Buy. Can we use what we've learned to stalk Coles, the other supermarket company due to list in November?
ResMed: Result 2018
ResMed's gross margin has stagnated, but sales are growing strongly across the board.
Rio Tinto: Interim result 2018
Despite battling high expectations and higher costs, Rio has released another cracking result.
Taking LICs at face value
After a strong run, many LICs are trading close to NTA and we're changing how we cover them.
Monash & Virtus: rising tides
Australia's IVF companies have significant tailwinds, but over-servicing and Government remains a risk.
Growth and Income portfolios sell
The Intelligent Investor Equity Growth and Equity Income portfolios have sold one of their holdings.
Nine cosies up to Fairfax
Fairfax shareholders might not want Nine Entertainment shares, which is what the television company has offered in a takeover. But the transaction might be scuttled anyway.
Genworth: A story of capital and crisis
A steep discount to tangible assets, with attractive dividends and share buy-backs, is alluring. But the investment case rests on the unpredictable downside risk.
Integrated Research inches closer
Is Integrated Research worth buying after its recent share price tumble?
Dropping out of Navitas
A review of the investment case means we're unlikely to achieve the returns originally expected from Navitas. We're moving onto greener pastures.
Navitas under review
We're placing our recommendation under review while we incorporate today's information into our analysis.
Lawmakers take aim at FSA
Changes to the Bankruptcy Act could narrow FSA's market, but it is competitors who should be worried.
PGF launches PTrackERS: A new place to put your capital... letters.
The PM Capital Global Opportunities Fund is no longer available at a discount to NTA and has launched an entitlement offer for existing investors.
Hansen's share price rise
Hansen's share price has moved past our Buy price so it's time for a downgrade.
Domain's six million dollar man
Shouldn't executive pay be based mainly on performance, rather than just simply showing up?
Integrated Research hits a speed bump
Is Integrated Research getting closer to an upgrade after lowering earnings expectations?
Technology One has its head in the cloud
Short term noise may create an opportunity for long-term shareholders.
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