Ideas Lab: Elemental Minerals' discount window
A takeover bid for potash hopeful Elemental leaves some profit on the table for the opportunistic. Gaurav Sodhi explains how to go about it.
Newcrest: the good and the bad
Right now, Newcrest Mining is a failure. But it doesn’t have to be, argues Gaurav Sodhi. Here he explains how a good miner can emerge from the bad.
BWP Trust back on the Buy list
After last week upgrading ALE Property Group, here’s another defensive, low risk A-REIT to slot into your income portfolio.
International LICs take the world
It’s been a long and difficult battle, but international listed investment companies are finally rewarding their disciples, argues James Greenhalgh.
Woolies under the hammer
Woolworths’ shares have slipped amid disappointment in Masters and increasing competition, but it has the strength to overcome these problems.
Computershare: The ducks start to line up
Two years ago we set out four things that could provide a kicker to Computershare’s profits. Three of them might be falling into place.
Antares Energy on sale
Antares has entered talks to sell assets, at a price potentially much higher than its current market value. Gaurav Sodhi explains what to do next.
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.
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