Platinum: The bull case
There’s a strong case for buying platinum but the case for buying platinum miners is weaker. Gaurav Sodhi explains why and what to do about it.
The hidden value in Carsales
James Carlisle explains why the country’s leading car sales portal deserves a spot on our Buy list despite more than doubling in price.
Alumina: Result 2012
An atrocious result was expected and delivered, but the time to buy is when conditions are bleak. Now certainly qualifies.
Tap Oil: Result 2012
With the development of a new oil field, production is set to rise dramatically next year.
Silver Lake Resources: Interim result 2013
This goldminer offers exciting prospects for production growth, but it remains hostage to gold prices.
Sirtex's SIRFLOX future
Its current business is growing at over 20% a year, but a pending clinical trial could see this accelerate. Jason Prowd ponders the future of this liver cancer treatment provider.
Spark Infrastructure: Result 2012
Spark’s had a good run since the GFC but, as Nathan Bell explains, diversifying to offset potentially less favourable regulation and higher solar usage could spell trouble.
Treasury Wine: Interim result 2013
The wine business is a tough one, and Treasury Wine Estates' latest result is evidence of it. It's time to finish up and head for the exit.
Perpetual: Interim result 2013
Cost-cutting and a stabilisation of fund flows were behind a strong interim result at Perpetual.
AGL Energy: Interim result 2013
The acquisition of a giant power plant has offset a deterioration elsewhere in this energy provider's business.
Harvey Norman: Interim result 2013
The retailer's half-year results were as bad as expected and, while a January uptick in sales was cause for celebration, it may prove a false dawn.
Westfield: Result 2012
The world's leading shopping centre owner has built an empire from Australia. Jason Prowd dissects the latest result.
Woolworths: Interim result 2013
The nation’s largest retailer offers stability, resilience, a half-decent dividend yield and reasonable growth prospects. All were on show in its latest half-year result.
Sydney Airport: Result 2012
The owner of the eponymous airport has again demonstrated its solid growth characteristics, making a compelling investment case alongside a generous starting yield.
Oil Search: Result 2012
Operating results are insignificant against progress of the giant PNG LNG project, where expansion is increasingly likely.
Abacus: Interim result 2013
This property group’s long-term, contrarian approach is a sound one. And following a decent interim result it returns to the buy list.
Seven Group: Interim result 2013
A cracker half from WesTrac lead to big profit growth for Seven Group.
Unlocking the value in FKP
A change in management, lower debt and a clearer strategy could finally release the value in this property group.
QBE: Result 2012
It was a lousy year for QBE but, as Nathan Bell explains, chief executive John Neal’s remedial actions should produce significantly higher profits over the next few years.
Flight Centre: Interim result 2013
Alongside a reasonable result, this travel business has fleshed out its online strategy. We like what we see, but continue to worry that it is being boosted by the higher $A.
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