CSL: Australia's best resource stock
Our tour of CSL's US facilities offered plenty of surprises. From the Deep South, CSL looks a lot like Saudi Arabia.
Keep heart with ResMed
Excitement is building over the benefits of ventilation therapy for heart failure patients, and it's encouragement enough for us to raise our price guide.
Sirtex's trial disappoints
Sirtex shares plunged as the company announced poor results from a medical trial.
Keep heart with ResMed
Excitement is building over the benefits of ventilation therapy for heart failure patients, and it's encouragement enough for us to raise our price guide.
Reflections of a gold investor
In aggregate, our gold mini portfolio has neither gained nor fallen much. Yet this hides extraordinary moves in both directions. Gaurav Sodhi updates on the progress of the portfolio.
TPG makes bid for iiNet
TPG has made a bid for its west coast rival, to cement its position as the number two broadband provider to Telstra.
Fleetwood: A better buy
A lower share price and improvements to the investment case make Fleetwood a better buy.
Woolworths will need tougher action
Flat sales over the Christmas period have forced Woolworths into a strategy rethink and a profit downgrade.
Computershare downgraded to Hold
This share registry company has bounced 15% in a month, putting it well above our Buy price. We're downgrading to Hold.
Doctors orders: Monash vs Vision
Vision Eye Institute's margins were crushed when its doctors started to abandon ship. Could it happen to Monash IVF?
Computershare downgraded to Hold
This share registry company is up 20% since we recommended it in December. We're downgrading to Hold.
An exit strategy for Alumina
Alumina's share price has increased as industry conditions have improved. It's time to consider an exit strategy.
Tap Oil's broken thesis
Despite strong production from its first producing asset in years, Tap is likely to sell assets or be taken over. The investment case is broken.
M2 Group: Interim result 2015
On the face of it, this telecoms and utilities provider has little going for it, but that hasn't stopped earnings per share growing tenfold in ten years.
AWE: Interim result 2015
Once more, AWE has reported decent production and lousy results. It's time to look at this business afresh.
Hotel Property Investments: Interim result 2015
This owner of pubs predominantly located in Queensland and leased to Coles is looking for more.
Spark Infrastructure: Result 2014
Electricity volumes continue to slide and a decline in unregulated revenue led to a mediocre year.
Nanosonics' Share Purchase Plan
Nanosonics has announced a capital raising but with the stock up more than 120% since we bought in, we're not interested.
IAG: Interim result 2015
Aggressive competition and a jump in natural disaster claims took a bite out of profits for this insurer.
Macquarie capital raising
Macquarie has announced a capital raising to expand its leasing portfolio with a modern portfolio of aircraft with longer average leases.
Woolworths: Interim result 2015
Flat sales over the Christmas period have forced Woolworths into a strategy rethink and a profit downgrade.
Oil Search: Result 2014
The PNG LNG project has now started but Oil Search's ambitions have a long way to run.
IOOF: Interim result 2015
This wealth management business continues to do what it does best: consolidate, drive down costs and keep a bit for itself.
Sydney Airport: Result 2014
A lower Aussie dollar and growing demand from China have underpinned a decent result for Sydney Airport.
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