The 'good growth & okay yield' mini portfolio
Income investors have been left to pick over the bones of the safety bubble and are paying too much for yield. But there's another way to get good returns.
ResMed set to awaken
This manufacturer of treatments for sleep apnea has faced a number of problems over the past year, but its future looks brighter.
Brickworks and Soul Patts: Results 2014
Headline profits don't tell the complete story of this incestuous pair but digging deeper makes one thing clear: both businesses are cheap.
Recall downgraded to Sell
The takeover rumours may be buzzing and its share price up, but Recall's fundamentals haven't budged.
Goodman Group: Back from the brink
Goodman Group is in the right place at the right time, but its markets look 'frothy' according to CEO Greg Goodman, and there's no margin of safety in its shares.
Don't get hooked on Tassal
A great product doesn't always make a great company - and the weather isn't making aquaculture any easier.
Get your claws into Santos
When the market gets petty, investors should get greedy. Gaurav Sodhi explains why Santos is worth an upgrade.
TPG on the front foot
TPG Telecom has been taking the game to Telstra over the past few years, and it looks like it will have the upper hand for a while yet.
Don't get hooked on Tassal
A great product doesn’t always make a great company – and the weather isn't making aquaculture any easier.
Gold miners roundup and results
The gold price is falling, dragging the share price of miners lower. Yet their latest results don't justify the pessimism.
BHP: smaller is better
The world's largest miner will soon split into two businesses. Gaurav Sodhi explains what this means for the new-look BHP and its progeny.
Cochlear factory tour
We went behind the scenes at the world's top maker of bionic ears. Here's what we learned.
Transpacific offers attractive odds
There's plenty of upside for earnings if CEO Bob Boucher can improve the performance of this waste management company but, with the balance sheet restored to health, the damage should be reasonably well contained if he fails.
Boring into Orora
Newly spun out of Amcor, Orora is a desperately dull business but that, explains Gaurav Sodhi, is what makes it interesting.
Small stocks update - Part 2
Following last years' small stocks reports, Greg Hoffman updates on eBet, Wilson HTM, Jumbo Interactive, Vision Group and Real Estate Corp.
Oroton: Result 2014
This leathergoods retailer reported one of the most impressive retail results of the recent reporting season, but risks are beginning to mount.
Small stocks update - Part 1
Greg Hoffman follows up on two smaller stocks reports from 2013, starting with Mirvac Industrial, Gage Roads Brewing and Swick Mining Services.
Mining services roundup: Results 2014
Despite lots of red ink and pessimism, there are bright spots in the troubled mining services sector.
Call 1300 880 160
Start a chat
Schedule a call
