Aristocrat's US adventure
Strong cashflow and a growing business in America gives Aristocrat room to grow while exposure to US dollars has a positive effect on the bottom line back home. LONG TERM BUY.
AMP's a mixed bag
AMP's focus remains funds management, which means stable fee income. It is well placed to handle stricter capital adequacy requirements, but management remains an issue and the banking arm is a drag. HOLD FOR THE UPSIDE.
CSR: has it run too far?
CSR has continued to soar, but overseas earnings and improved management mean it is a LONG TERM BUY.
FH Faulding for sale?
Mayne Nickless' bid for the company is audacious and raises questions for Faulding shareholders. There's no point in selling now. HOLD FOR THE UPSIDE.
Lend Lease struggles
We haven't changed, Lend Leasehas. The company shows the problems which occur when a venerable blue chip changes its fundamental business. HOLD/SELL DOWN.
Macquarie Bank flies
The bank's impressive track record justifies its premium rating and high PER. BUY.
OPSM sets sights abroad
With good management and clear strategies, OPSM is well-placed to grow as long as economic conditions help. HOLD- SITUATION IMPROVING.
Tempo's climb continues
Tempo has performed well for us and expanding its full-service contract approach is a good one. But the share price relies on the company continuing to win big contracts. We think it can. BUY ON WEAKNESS/HOLD.
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