F&P Healthcare: Breathing easy
Having just released the best range of masks in the company’s history, Nathan Bell explains why this might not be the time to sell.
Storm brews for Spark Infrastructure
The regulatory regime that governs returns is changing and with it our investment case. Gaurav Sodhi explains the changes to come.
Echo is worth a shout
Fears about the impact of Crown's new casino in Sydney have created an opportunity in the owner of The Star, explains Jason Prowd.
Three stocks to gain from more M&A
Corporate activity could be about to increase, but there are safer ways to benefit than trying to pick the next acquisition target.
Pulling the trigger on Perpetual
Stronger markets, slowing fund outflows and a focus on its core strengths have created an opportunity in this iconic fund manager.
Kingsrose Mining: Result 2013
Operational and regulatory problems have savaged this little gold miner and it shows in awful results, but better days lie ahead.
Brambles: Result 2013
This logistics business generates oodles of cash, says Gaurav Sodhi, but it spends most of it maintaining its pool of pallets.
Opportunity on the scrap heap
Investors are treating Transpacific Industries like garbage, but an improved balance sheet and new management presents an opportunity.
AGL Energy: Result 2013
AGL Energy is coping well with industry change and it will benefit from the repeal of the carbon tax. Yet it is no bargain, explains Gaurav Sodhi.
REA Group: Result 2013
The property website's 2013 results again showed what a fabulous company it is, but its shares also sport a fabulous price.
Silver Lake Resources: Result 2013
As expected, Silver Lake's full-year result was awful, with asset writedowns, higher costs and falling grades.
Westfield: Interim result 2013
Westfield’s interim result was ok but, as Nathan Bell explains, management’s attempts to boost profits and return on equity face headwinds in Australia.
Servcorp: Result 2013
This serviced office provder's big expansion hasn't yielded the hoped-for increase in profits, but it's worth being patient.
Abacus Property: Result 2013
A solid full year result, thanks to decent like for like rental growth, means despite challenging property markets Abacus remains well positioned.
Tap Oil: Interim result 2013
The headline numbers don't look good, but look a little deeper and value starts to emerge explains Gaurav Sodhi.
AWE: Result 2013
You wouldn't see it in this result but AWE is developing decent projects to reverse a long decline in its production.
Ramsay Health Care: Result 2013
Ramsay has reported another great result, but good news doesn't come cheap.
Woolworths: Result 2013
Woolies increased net profit by 6% in 2013 and expects similar for 2014. That's fine by us, but we're worried it might try to do more.
Infigen: Result 2013
Management is doing all the right things and the underlying result was good, but we’re downgrading to Sell.
Oil Search: Interim result 2013
PNG LNG is now 90% complete and will soon deliver a fivefold increase in production and an awful lot of cash. Oh, and interim results were out, too.
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