Another round of ALE?
With a low risk starting yield of 6.4% and the potential for a kicker in returns from a rent review in 2018 and 2028, Jason Prowd explains why we’re again drinking from the ALE cup.
Cochlear cops an earbashing
Product recalls, market share losses, bungled product launches and margin pressures. James Carlisle wonders whether this time Cochlear will bounce back.
Metcash: Result 2013
Liquor and hardware acquisitions have covered up another worrying performance from this wholesaler's core grocery business.
Spark Infrastructure: The comeback
We sold out of this business barely a year ago but after a change of heart from management, Gaurav Sodhi ushers it back on to the Buy list.
Buying AHD on the QT
Where else can you find a stock that’s about 10% undervalued offering a 5.4% yield, with some nice potential growth baked in? Jason Prowd (quietly) investigates.
Telecom NZ, Chorus face battle royal
After a demerger, both these business are wrestling with increased competition, heavy investment and regulatory uncertainty. The yields are huge, but there’s a good reason for that.
Time to buy ASX
Good things come to those who wait, and after last week's (brief) opportunity in Cochlear, it's time to buy ASX.
Microequities Rising Stars Conference
In the quest to find the next 10-bagger, Nathan Bell looks at seven businesses that presented at a recent conference and finds a few for your watchlist.
GPG's pick pocket threat
It was all unfolding according to plan until GPG got a call from the UK Pensions Regulator. Now its hand is in GPG’s pocket.
Codan: finding gold?
Codan sells gold prospecting machines. Whatever it’s doing is working, but neither the company nor us can explain exactly how.
Billabong: reflections on a wipeout
Management had a plan and we had a Spec Buy recommendation. Neither have worked out. Jason Prowd explains why we’re moving on and what we can learn.
A smooth delivery for Virtus?
This provider of IVF services looks attractive but James Carlisle, with two specific concerns, wonders if it’s ‘all hat and no cattle’.
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