Deja vu at Flight Centre
It’s happened again. Flight Centre’s second proposed deal with a private equity group has fallen through. And, like last time, we couldn’t be happier.
Nine weddings and Seven lawsuits
Nine and Seven have been battling it out in the courtroom as well as over the airwaves. This fight may have been won but it’s just one part of a long war in the media industry.
Timbercorp and Select a double opportunity
Recent detailed research has provided mixed results: an unfortunate error and another buying opportunity in this neglected sector.
Over Fifty Group's tired excuses
We hoped a change in company name from OFM Investment Group to Over Fifty Group signified more significant changes elsewhere within this business. We were mistaken.
Westfield offers no free lunch
Buying shares in this shopping centre owner and developer makes sense to us. But don’t expect a bargain by grabbing any of the WDCNA or WDCNB instead of the garden variety WDC.
Is Stockland safe as houses?
Scratching beneath Stockland’s surface reveals a company more vulnerable than its size might suggest. In the third of our four-part series covering the diversified property sector, we find out why.
Harvey Norman on the launching pad
Two years back, investors seemed unimpressed by Harvey Norman's international expansion. But, even though it’s still too early to pass final judgement, it’s beginning to look like there was some definite method to Gerry Harvey’s madness.
Clearing the air on Flight Centre
We didn't explain our move to sell some shares in our model Income Portfolio particularly well. Our apologies for any confusion; our recommendation on this travel retailer remains unchanged.
AVJennings gets the GPG treatment
Public opinion wants action on making the planning process more efficient; we’re not holding our breath, but it could be a real boost for AVJennings.
ARB's currency obstacle
The rising Aussie dollar reduces the value of ARB’s overseas revenues. That should be partly offset by several positive factors, and this company has demonstrated its pricing power in the past.
Westpac boss sells, eyes retirement
Westpac boss David Morgan isn’t slated to finish up until December but he recently decided to top up his retirement funds by selling a stake in the company.
DB RREEF chases growth overseas
You don’t have to sell the family silver to create a funds management business, as we see in the second of our four-part series on the diversified property trust sector. But the urge to expand internationally seems to be irresistible.
Media at Southern Cross-roads
Hype has finally turned to reality for cross-media ownership, but, if history is any guide, the sellers will end up getting the most out of it.
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