Christmas trimmings: introducing the nifty 50/50
In the past, we’ve covered as many stocks as we could. In 2011 we’ll be covering the top 50 most-widely held companies plus 50 of our best ideas. Nathan Bell explains the (modest) change of tack and the implications.
26 Aug 09 - Reporting wrap
It's been the biggest day of reporting season so far, but we're in the home stretch now.
Goodman's poor quality product
We should have downgraded when we said we were going to last December. Despite Goodman Fielder’s share price falling 24% on another poor result, it’s time to bite the bullet.
Goodman Fielder's deeply disappointing result
Goodman Fielder’s result may have looked good given the difficult conditions but, delving a little deeper, it wasn’t. And while there’s early evidence of cost pressures easing, the competitive environment is nastier than ever.
Goodman to miss out on Dairy Farmers?
Goodman Fielder’s half-year result was better than expected given commodity price increases. But despite the company’s interest in buying Dairy Farmers, we don’t think it’s in the running.
Goodman looking a bit stale
Higher wheat and oil prices suggest the interim result won’t look pretty. But cost cuts and price rises should help improve the situation (time to stock up on groceries, perhaps?).
Goodman milked across the Tasman
Achieving its prospectus forecast will be a tough ask with the kiwi businesses struggling.
Put some Goodman in your basket
A blue chip company with great brands, first-class management, at a reasonable price? I’d like to see that.
Goodman Fielder
Branded foods company Goodman Fielder is set to float for the second time around. But it seems unlikely that New Zealand's richest man, Graeme Hart, would give away a bargain.
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