Newcrest: Result 2012
A year of higher gold prices has closed with Newcrest generating negative free cash flow. Again.
JB Hi-Fi: Result 2012
JB Hi-Fi is toughing out current industry turmoil. But it’s hard to see margins rising sustainably from here.
Tabcorp: Result 2012
Tabcorp grew profits in 2012 despite a tough economic environment. But earnings are likely to collapse by more than 50% this year.
STW Comm: Interim result 2012
This marketing services group reported a creditable 5% rise in half year net profit and increased its interim dividend.
News Corp: Result 2012
One-off red ink grabbed the headlines, but underlying results continue to impress.
Telstra: Result 2012
Telstra’s full year result narrowly missed expectations. The telecom giant is making good progress on becoming post-NBN ready, but it's a costly process.
Rio Tinto: Interim result 2012
As expected, lower commodity prices have hit profits for the half year. The aluminium result was a stinker.
Computershare: Result 2012
The registry giant's profit was in line with dampened expectations. Management has forecast a decent turnaround for 2012/13.
Silver Lake's integral takeover
Two of our favourite gold miners will merge. Gaurav Sodhi adjudicates the deal.
Stockland: Result 2012
Stockland’s 2012 full year profit fell 7%, with the poor performance of the residential division offsetting an excellent year for the retail and retirement property divisions.
Cochlear: Result 2012
Despite a product recall, Cochlear barely missed a beat. About the worst you can expect is reduced franking credits this year.
Leighton: Interim result 2012
Leighton's result was in line with expectations. Debt, however, remains too high as the company was forced to borrow to fund project losses.
Old-time banker studies Caltex Notes
Caltex needs money to pay for its Kurnell plant closure. Should income investors foot the bill in return for a reasonably attractive headline rate? An old-style banker takes a look.
Perpetual: Crisis averted?
As the Billabong takeover bid shows, great buying opportunities can emerge from crisis. James Greenhalgh revisits Perpetual to see if this is one of them.
The gold price myth
There are two myths about the gold industry. The first is that there is a gold price bubble. The second is that Newcrest is cheap. Gaurav Sodhi dispels them both.
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