Why Telstra is like Greece
This company’s dividend is only going one way over the next three years. It’s simply a question of magnitude, explains Greg Hoffman.
Riversdale Mining: Coke or fizz?
This coal company has uncovered a tremendous resource in the east African state of Mozambique. But the price investors are willing to pay makes us nervous.
Commonwealth Bank on the buy list
Investors are coming to grips with the prospects of lower future profit growth for Commonwealth Bank. But Greg Hoffman argues that today's dividend yield provides adequate compensation for the lack of capital gains potential.
Treasury Group's problem child
Funds management ‘boutiques’ such as Orion, RARE and Trilogy are putting runs on the board. But Investors Mutual’s persistent poor form means it's letting the side down.
News Corp's cable cash cow
This media conglomerate is a complex beast with many moving parts. But the growth in its most valuable division is hard to miss.
Maturity threatens for JB Hi-Fi
Despite sluggish sales growth, JB Hi-Fi’s 2010 result was another cracker. But it’s not this year that shareholders need to worry about.
Bendigo and Adelaide Bank back on the radar
After a couple of years in the wilderness, this regional upstart is worthy of more attention. Greg Hoffman explains how a flabby balance sheet is hiding the group's underlying strength.
Rio Tinto finds redemption
Yesterday's strong profit result has the market believing that the bad times are behind Rio. Has the company really found redemption?
Tabcorp stuck in the mud
If this gambling giant’s share price were likened to a hand of blackjack, it would be ‘sitting’ on a relatively weak total. And, like a punter in that situation at one of its tables, Tabcorp needs a few things to go its way.
Abacus's enticing arithmetic
Abacus boasts a yield near 8% and the prospect of attractive capital gains. It's time for a fresh look.
Dexion deadline approaches
The takeover bid for Dexion looks like it will wrap up quicker than we expected. Once the bid is declared unconditional, we’ll recommend that you send your paperwork back.
Strength in diversity at Argo and AFIC
Octogenarian AFIC and its middle-aged mate Argo have stood the test of time. But do they represent good value?
New Hope first on coal watchlist
New Hope has lots of cash on its balance sheet and lots of coal in its mine. The risk is in how the company deploys both of those resources.
Transurban's trip down memory lane
Transurban’s security price is languishing 48% below its boom-time peak. But while management has cut debt and distributions to more sustainable levels, its aggressive expansion hasn’t changed.
QBE: Don't miss the forest for the tree
Today investors had their high expectations lowered and, in turn, they lowered QBE's share price. It's now time for value investors to step up.
Westpac tips the scales
Investors have become gloomier about bank stocks, which presents an opportunity to buy a powerful blue chip at an attractive price. Greg Hoffman weighs the risks and rewards presented by Westpac shares.
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