Spark Infrastructure: The comeback
We sold out of this business barely a year ago but after a change of heart from management, Gaurav Sodhi ushers it back on to the Buy list.
Buying AHD on the QT
Where else can you find a stock that’s about 10% undervalued offering a 5.4% yield, with some nice potential growth baked in? Jason Prowd (quietly) investigates.
Telecom NZ, Chorus face battle royal
After a demerger, both these business are wrestling with increased competition, heavy investment and regulatory uncertainty. The yields are huge, but there’s a good reason for that.
Time to buy ASX
Good things come to those who wait, and after last week's (brief) opportunity in Cochlear, it's time to buy ASX.
Microequities Rising Stars Conference
In the quest to find the next 10-bagger, Nathan Bell looks at seven businesses that presented at a recent conference and finds a few for your watchlist.
GPG's pick pocket threat
It was all unfolding according to plan until GPG got a call from the UK Pensions Regulator. Now its hand is in GPG’s pocket.
Codan: finding gold?
Codan sells gold prospecting machines. Whatever it’s doing is working, but neither the company nor us can explain exactly how.
Billabong: reflections on a wipeout
Management had a plan and we had a Spec Buy recommendation. Neither have worked out. Jason Prowd explains why we’re moving on and what we can learn.
A smooth delivery for Virtus?
This provider of IVF services looks attractive but James Carlisle, with two specific concerns, wonders if it’s ‘all hat and no cattle’.
Macquarie Notes: possible each-way bet
Another day, another hybrid, this time from Macquarie. It’s not compelling but there’s an interesting angle for Macquarie Group shareholders.
Avoiding mining services (for now)
Nathan Bell explains why we’re prepared for even lower share prices in the mining and engineering services sector.
Closing the door on Elders Hybrids
It’s been an arduous journey, but with Elders reporting another shocking result we’re taking the opportunity to sell the Elders Hybrids before it gets much worse.
Aristocrat not so big in Japan
With the stock price up 74% in less than a year, what now for this long standing buy recommendation, asks James Carlisle.
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