Platinum Asset tarnished but still precious
Here’s a $3bn company with a first-rate business and excellent management - just the way we like. So why is it so cheap?
Timbercorp positioned for the food squeeze
Timbercorp wants to get into the funds management business. It could be a great move but at these prices, we should do just fine even if it isn't.
Macquarie - what price a bargain?
We’ve had tremendous success with this stock in the past and the current price seems attractive. But how do the rewards stack up against the risks?
BHP goes to Rio
There's been speculation about this mammoth merger for some time, so the actual announcement was something of an anti-climax. But don't underestimate the scale of what BHP Billiton is trying to do.
The BT float - Westpac and stags to cash in?
A slick prospectus, a brand name fund manager and an apparently reasonable price. Seems like a great deal, right? Well, no actually, although a tasty stag profit seems likely.
Flight Centre's love of Liberty
For some time Flight Centre has been looking at a large US acquisition. Now it's been announced, it seems to stack up, without any 'synergies' mumbo jumbo.
It's hip to be squared says Servcorp
Servcorp's core business is performing brilliantly and we're getting the potential from a new venture thrown in for free. But don't discount the risks.
Busy times at Roc Oil
There's been action aplenty at Roc Oil over the past few months with new discoveries, non-discoveries and director trades.
Telstra and the uPOD principle
Everything is going to plan for Sol Trujillo and Australia's largest telco. A little too close to plan for our liking.
Commonwealth's sturdy ship in uncertain seas
At the annual meeting it was evident that the bank's approach to growth is quite different to that of ANZ, and far more reassuring.
Three abreast on the growth stock highway: Part 2
In this, the second in our series on a select group of small growth stocks, we look at three more companies that are going places.
Becton one for the watchlist
With an entrepreneurial history stretching back to 1976 and a highly individual approach, Becton is the sort of company we like. Shame about the price, though.
Platinum Asset still turning Japanese
The chairman's recital of slabs of the annual report was a somnambulist's delight but Kerr Neilson's answers to shareholder questions were worth the trip.
PBL does the splits
By now, you'll have received the documentation to split PBL into two companies. Despite the tax complications, it seems like a sensible move to us.
NIB and a tale of sporting misfortune
In what is likely to be the first of a number of private health fund floats, here we take the pulse of NIB.
Drought won't stop Select's Harvests
The drought in Australia’s eastern states is getting worse, which makes the case for an investment in this stock even better.
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