BHP Billiton splashed in oil spill
BHP Billiton is facing headwinds for the first time in years, which could provide the opportunity we've been waiting for.
Testing Alumina's mettle
Where once we would have coveted Alumina’s assets, we are now interested in them for only one reason – Alumina looks cheap. But is it cheap enough?
Why less is more for Treasury Group
Treasury’s not quite as diversified as management makes out. But, paradoxically, the best solution isn’t to add more boutiques.
Toll's Little problem
Paul Little, Toll’s managing director, is behind the company’s past success. But his grand plans overseas might damage its future.
Cheers to Foster's demerger
It’s closing time on the ill-conceived multi-beverage strategy of the past decade. After years of this queasy mix, Foster’s wine and beer businesses will soon part ways.
Dexion jumps into <em>The Ideas Lab</em>
Takeover arbitrage can be highly profitable, but watch that downside.
Sonic drenched in the sunshine state
You’d think a duopoly should make for rational competition. But, for Sonic, that hasn’t been the case in Queensland.
AMP: A case study in (the perils of) valuation, Pt II
AMP's shareholders have a right to be angry and confused. Angry at the board's lack of accountability and confused because the company stands at a strategic inflection point.
Challenger Wine working through its hangover
Any stock with a yield of more than 27% is likely to draw attention. But, as that number implies, there are substantial risks for owners of this stock.
Santos: An unconventional truth
Santos has hitched its growth firmly to the LNG camp. Unfortunately, it's not the only one.
AMP: A case study in (the perils of) valuation, Pt I
With a potential ‘company transforming deal’ on the table, the time seems right to re-examine AMP; a stock we’ve – thankfully – left on the shelf for several years.
Time to eject from Australian Infrastructure Fund?
Despite a 37% total return since our initial upgrade, Australia Infrastructure Fund’s recent shoddy treatment of small securityholders means it might be time to cut our journey short.
Prime Infrastructure's pipeline predicament
Yes, it's complicated. But this synopsis of the resolution of a pricing dispute is as clear as we can make it without more details from the company. The downside is still limited but now so is the upside.
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