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.
Red flags waving for Metcash
Metcash’s debt levels were already too high. The recent result confirmed it and highlighted other problems. James Greenhalgh explains the reasons for the downgrade.
Sun rises on Billabong wipeout
After wiping out a lot of investors, Jason Prowd makes the case for paddling out and riding the Billabong wave once more.
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