Qantas: Will the 'smart' money sink?
Airlines seduce even the smartest minds. This is one case where following the smart money may be a stupid mistake, explains Gareth Brown.
ASX: Competition cuts in - pt 2
ASX’s traditional sharemarket business has been hit by competition but opportunities elsewhere more than compensate.
Bank of Queensland CPS offer
It has been a long held belief that Australian banks, to protect their reputation, will redeem hybrids at the first opportunity. BOQ has just killed that myth.
ASX: Competition cuts in - pt 1
The traditional sharemarket business is being hit by competition. But in part 1 of this three-part series, James Carlisle explains where the opportunities lie for the company, and investors.
Origin Energy under siege - pt 1
After 12 years of unbroken growth, important industry changes have rocked Origin. Is the investment case under threat?
Weighing the value in Soul Patts
With a share price 25% below the market value of its underlying assets, there’s a superficial argument for upgrading. Gareth Brown explains why we're forgoing the opportunity.
Kingsrose Mining's thorny crown
After a splendid start to life, Kingsrose has hit problems in Sumatra. With the share price down 22% since our initial speculative buy, is this a threat or an opportunity?
Would Warren Buffett buy CBA?
On paper, Commonwealth Bank and Wells Fargo share many features. Here, Greg Hoffman examines the comparison.
GPG: Under the hammer
With the share price up 25% since our initial buy recommendation, the partial liquidation of this investment company is travelling to plan.
Brickworks deconstructed
This investment group’s assets are valuable and mostly tangible. But is it still cheap enough to deserve a positive recommendation?
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