What Holds should you Buy? Pt 2
With cash and bond returns low and valuations stretched, there's a good case for buying high-quality stocks, including some with Hold recommendations. Here are ten ideas for starters.
What Holds should you Buy? Pt 1
Think property and stocks are too expensive and bonds too risky? Here's the inflation-busting alternative, the 'Holds to Buy' mini-portfolio.
All change at Wesfarmers
The media isn't focusing on Wesfarmers' management transition, but it's more important than the slow creep of negative news.
PMP: the new duopolist
With an industry structure radically changed, higher margins are possible in the print business.
Healthscope, and how to spot a salmon
Healthscope is starting to make us uneasy. Here we examine the bull and bear case for owning the stock.
James Hardie: Result 2017
There's no doubt James Hardie is a much better business than its Australian peers. But can its sky-high margins last?
Aristocrat Leisure: Interim result 2017
Aristocrat keeps releasing popular games, and keeps going from strength to strength.
Thorn Group: Result 2017
Not much went right for Thorn Group in 2017, but that's reflected in its share price.
Tatts wins Victorian lottery licence
Tatts has successfully won a 10-year contract to operate lotteries in Victoria.
Adacel adds up
After decades in the doldrums, Adacel is flying high after a profit spurt. But is it a good investment?
Why Buffett loves airlines, but you should still avoid Qantas
Qantas's loyalty program is one of its biggest money-spinners, but it's not enough to outweigh the risks.
Connecting with NextDC
This owner of data centres boasts high quality economics and a sticky, growing customer base. The accounts don't reflect that at all.
Gentrack: Interim result 2017
The addition of new customers and a large uptick in services revenue led to an impressive result for this billing software maker.
Westpac reduces stake in BTIM
The bank has offloaded another 19% of its holding in BT Investment Management.
Ansell sells condom division
This glove maker's most pun-laden operations have been sold to a Chinese healthcare company at a great price.
OFX Group: Result 2017
The international payments group has reported a reassuring result despite a sharp fall in profits, but we'll take more convincing.
F&P Healthcare: Result 2017
Higher litigation costs from a dispute with ResMed didn't take the shine off this impressive result.
DuluxGroup: Interim result 2017
Less cyclical than it appears, this paint manufacturer produced another solid result in the first half.
Hope fades for Sirtex Medical
Another string of failed clinical trials removes the potential for blockbuster growth.
CYBG: Interim result 2017
Despite Brexit and economic uncertainty, CYBG's results continue to improve since being spun off from NAB.
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