Macquarie Airports sitting pretty
Chaos reigns amongst infrastructure funds. But Macquarie Airports enjoys a net cash position and is poised to take advantage of distress elsewhere.
Servcorp sits on the sidelines
The global real estate downturn is building up a head of steam. While it might hurt profits in the short term, Servcorp’s cash pile means it is ready to pounce on any opportunities.
Passing judgement on Perpetual
The 'growth engines' blather of four years ago has gone, as have the graphs of rising operating profit and earnings per share. But we're not about to crucify this wonderful business now that it's available at a fair price.
ARB's determination pays off
Despite high oil prices, ARB reported a 25% jump in profits, due to a clever strategy and hard work that began years ago.
Infomedia's clearly bad profit
We knew it was coming but that doesn't make it any more pleasant. Profit and dividends are down, again.
Telstra struggles to stay on track
Telstra’s recent profit presentation suggested that, for the first time, its five year transformation plan is slowly veering off the rails.
Commonwealth prepares for worst, hopes for best
This past year has been a tough one for all banks but the latest result from the Commonwealth Bank was a pretty good one. It is better placed than most to weather a brewing storm.
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