Macquarie Notes: possible each-way bet
Another day, another hybrid, this time from Macquarie. It’s not compelling but there’s an interesting angle for Macquarie Group shareholders.
Avoiding mining services (for now)
Nathan Bell explains why we’re prepared for even lower share prices in the mining and engineering services sector.
Closing the door on Elders Hybrids
It’s been an arduous journey, but with Elders reporting another shocking result we’re taking the opportunity to sell the Elders Hybrids before it gets much worse.
Aristocrat not so big in Japan
With the stock price up 74% in less than a year, what now for this long standing buy recommendation, asks James Carlisle.
Time to sell the banks?
The big four banks have delivered an average total return of 42% over the past year. Nathan Bell makes the case for a thorough reassessment of your portfolio weightings.
Challenger: mind the gap
The country’s dominant provider of annuities trades on a PER of less than 8. Unfortunately, that doesn’t tell us much about its actual value. James Carlisle finds another way.
James Hardie: Result 2013
James Hardie shareholders have been waiting a long time for a US housing market recovery. One more year won’t hurt.
F&P Healthcare: Result 2013
F&P Healthcare continues to carve out a profitable niche in the sleep apnoea and respiratory care markets, helping boost earnings 20% for the year.
Three reasons to sell Westfield Retail
Since listing, this trust has delivered handsome annual returns, but it's unlikely to match that over the next decade. Jason Prowd explains why we’re following the Lowys out the door.
Mighty River's risky undercurrents
This recently floated NZ electricity generator and retailer has an interesting mix of assets but faces a nasty undertow.
Sydney Airport takes the cake
The country’s biggest airport offers an attractive combination of income and growth, and a slice of irritation. James Carlisle explains why we’re coming back for a second helping.
Orica: Interim result 2013
A poor business is obscuring a great one and an opportunity may be brewing, says Gaurav Sodhi.
SP Ausnet: Result 2013
SP Ausnet has delivered an admirably predictable full-year result – but debt, dilution and management fees are a turn-off.
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