The gold price myth
There are two myths about the gold industry. The first is that there is a gold price bubble. The second is that Newcrest is cheap. Gaurav Sodhi dispels them both.
Westpac Sub Notes: Is the party nearly over?
The hybrid party’s been rocking and Westpac are again a late arrival. They’ll get the cash but is the constant chase for yield exhausting investors?
Sydney Airport: Holding pattern?
In recent years, this airport owner has been one of the biggest winners for members’ portfolios. But after rising 16% in five months, is it still worth buying?
A high Calibre float?
If you can get Calibre stock from your broker, you might make money. But don’t hold on to this risky, iron-ore dependent business for too long.
AWE: BassGas costs balloon (again)
Gaurav Sodhi explains whether a second cost blowout at BassGas affects this long-standing, and so far poorly performing, recommendation.
Treasury: A tale of two managers
One of Treasury’s laggards is scoring quickly but a former star performer is losing form. James Greenhalgh investigates what it means for this boutique fund manager.
GPG: Profiting from a breakup
GPG’s key asset is being valued at almost nothing but it’s almost certainly worth a fair bit more than that. Gareth Brown explains the case for buying in.
Alumina: For the bold and the patient
Aloca’s quarterly results confirm the industry is suffering. Amid gloom and fear, Gaurav Sodhi restates the case for Alumina.
Coal: A dark future ahead?
Falling coal prices often indicate a good time to buy coal miners. Gaurav Sodhi, via Mongolia and America, explains why this ageing industry is one to avoid.
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