Where next for Woolies?
Size is becoming an obstacle for Woolworths, as its shopping list of meaningful acquisitions in Australasia dwindles. Will a jaunt overseas provide the next leg of growth or add to Australia’s growing list of international failures?
Roc fall prompts an upgrade
The question marks we had over this company remain, but the price is just too cheap to ignore.
Stay out of SITES
Another week, another detailed review of a security highlighted in our income securities sweep. But the incentives are all wrong in this one.
Not punting on Ainsworth Notes
These convertible notes offer an astronomical yield to maturity, but it relies on the continued benevolence of Len Ainsworth, and we have no idea how to go about assessing the likelihood of that.
Hold fire on Macquarie
These extraordinary times introduce new risks and potential opportunities for Australia’s largest listed investment bank.
Sonic prepares for Primary push
An aggressive competitor and changes to government funding arrangements for pathology are set to challenge Sonic’s leading position in Australia. And all at a time when its attention is directed overseas.
SKIES not low enough
The Southern Cross SKIES offer you exposure to one of the world’s best assets. Unfortunately, it comes at a price.
Westpac increases offer for St George
The merger between these two banks now looks a virtual certainty following the latest update.
Santos FUELS an opportunity
Santos FUELS aren’t the greatest opportunity we’ve come across, but they’re backed by a proven performer and offer some diversification for a portfolio of income securities.
Mortgage Choice down for the Count
This mortgage broker’s earnings are under threat from changes to its commission structure, and Count Financial has taken advantage of the turmoil to build a sizeable stake.
Is Aristocrat becoming middle class?
This pokie manufacturer’s dreadful half-year result was mostly blamed on the economic downturn, so how come its US competitors are reporting record results? Is this really just a temporary blip or, more worryingly, is Aristocrat losing market share?
Minnett stake hard to swallow for AWM
Past acquisitions may have turned out well, but Australian Wealth Management’s recent purchase of 70% of Ord Minnett is causing some concern – and a weaker than expected final result hasn’t helped.
Flight Centre delivers the good stuff
This travel retailer has delivered a cracking result, but you wouldn’t know that from reading the papers. After years of bullish claptrap, the media has become pervasively bearish.
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