Crown Resorts: Rise of the junket
Offshore middlemen already have sway over VIP clients. Their power is growing.
Studying QANTM's mechanics
QANTM IP boasts a juicy dividend yield, several competitive advantages and a shot at the lucrative Asian intellectual property market. So why isn't it joining our buy list?
Link looks to second half
A rising share price combined with a recent contract loss - and a suspected poor first half - is behind a downgrade to the recommendation.
Gentrack updates guidance
Gentrack has cut its forecast for 2020 earnings due to a shrinking sales pipeline.
Model Portfolio trades
With Autosports Group joining our Buy list and Integral Diagnostics not far off, we're making a few changes to the portfolios.
Autosports: pedal to the metal?
Plunging new vehicle sales have hit car dealership groups like AP Eagers and Autosports. Is it time to step on the gas?
Frontier Digital downgraded to Hold
After a near 20% jump in the share price today, we're downgrading to Hold.
Integral's Medicare windfall
This diagnostic imaging provider could see a large boost to volumes this decade. Will shareholders benefit?
Gentrack continues to disappoint
The UK business is still struggling, this time with a major client putting Gentrack on the backburner.
IDP Education fails to graduate
While this student services provider is a great business, it's way too expensive for us. We're ceasing coverage until the stock becomes more reasonable.
BidEnergy gets a pass
This software tiddler grabbed our attention, but it's not large enough for ongoing coverage.
Holding tight to CSL
CSL's share price continues to rise, but there's a reason the stock is on our 'never sell' list. It's a high-quality business we intend to own for a long time.
Farewell to InvoCare
InvoCare's business has deteriorated over time. But nobody seems to have told the market, which continues to price the shares too highly.
Why Apple might buy ResMed
Apple is trying to build its health monitoring capability. ResMed could be just what it's after.
Netwealth & Hub24: profit platforms
As advisers abandon large financial institutions, these two minnows could be the biggest beneficiaries.
FSA shakes up home loan division
This subprime lender is expanding and rebranding its mortgage division.
More bad news at Smartgroup
Is a costly change to Smartgroup's reinsurance costs a sign of worse things to come?
Taking aim at Objective
Objective has carved itself out a comfortable niche, but what's the path forward from here?
Ideas Lab: AMA Group
Rollups are usually fuelled by greed and destined to fail. This one is different.
Three lessons from Virtus and Monash
Our time with the IVF industry didn't go as planned, but there are lessons for next time.
Corporate Travel: the business end
Corporate Travel Management does what it says on the pack. But is fast growth overseas enough to earn an upgrade at check-in?
Credit Corp's US shakedown
This debt collector's US expansion has a formidable tailwind: Uncle Sam smiles on debt collectors.
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