Perpetual under the Gunns
Despite the furore at its AGM, Perpetual's controversial holding in the forestry and pulp mill company wasn't as big a concern for us as its stumbling diversification strategy.
Much ado about nothing at Roc Oil
The Angolan program proves that wildcat oil drilling isn't like shooting fish in a barrel. But at least there's still a few more fish.
Infomedia faces the breeze
This business keeps kicking goals but has little to show for it. Is it going to be worth the wait?
FKP a star set to fall
When we sold out of this property group in 2003, banking an 83% return, we completely underestimated how beneficial the strength of the property cycle would be to the company. But we're not about to compound the error.
Three abreast on the growth stock highway
Polish enough rocks and you're sure to find a few gems. Just don't expect these three growth stock gems to come cheap.
Platinum Capital cops a grilling
Some shareholders may have felt aggrieved but this annual meeting, one of our favourites, didn't disappoint us.
ANZ's McFarlane: hero or hack?
After 10 years at the helm, John McFarlane is being portrayed as a top performer. But was he? And how do the banks compare on those measures against which McFarlane himself should be judged?
Flight Centre: Nur Bares ist Wahres
Austrian shopkeepers say that 'only cash is the truth'. It's something that's worth bearing in mind when examining Flight Centre's latest results, especially if you followed our Buy recommendation of two years ago.
Property trusts in the land of the rising sun
How, in a country with next-to-zero official interest rates, can trusts buy assets on 5% yields but engineer 10% yields for their investors?
Globe's turnaround story
This skateboard brand is trading at an 11% discount to NTA so it's an interesting time to weigh up the investment case for this former high flyer.
RAMS receives an upgrade
There is a lot of fear and misunderstanding swirling about this stock. But the facts are more comforting.
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