Telstra: Result 2012
Telstra’s full year result narrowly missed expectations. The telecom giant is making good progress on becoming post-NBN ready, but it's a costly process.
Rio Tinto: Interim result 2012
As expected, lower commodity prices have hit profits for the half year. The aluminium result was a stinker.
Computershare: Result 2012
The registry giant's profit was in line with dampened expectations. Management has forecast a decent turnaround for 2012/13.
Silver Lake's integral takeover
Two of our favourite gold miners will merge. Gaurav Sodhi adjudicates the deal.
Stockland: Result 2012
Stockland’s 2012 full year profit fell 7%, with the poor performance of the residential division offsetting an excellent year for the retail and retirement property divisions.
Cochlear: Result 2012
Despite a product recall, Cochlear barely missed a beat. About the worst you can expect is reduced franking credits this year.
Leighton: Interim result 2012
Leighton's result was in line with expectations. Debt, however, remains too high as the company was forced to borrow to fund project losses.
Old-time banker studies Caltex Notes
Caltex needs money to pay for its Kurnell plant closure. Should income investors foot the bill in return for a reasonably attractive headline rate? An old-style banker takes a look.
Perpetual: Crisis averted?
As the Billabong takeover bid shows, great buying opportunities can emerge from crisis. James Greenhalgh revisits Perpetual to see if this is one of them.
The gold price myth
There are two myths about the gold industry. The first is that there is a gold price bubble. The second is that Newcrest is cheap. Gaurav Sodhi dispels them both.
Westpac Sub Notes: Is the party nearly over?
The hybrid party’s been rocking and Westpac are again a late arrival. They’ll get the cash but is the constant chase for yield exhausting investors?
Sydney Airport: Holding pattern?
In recent years, this airport owner has been one of the biggest winners for members’ portfolios. But after rising 16% in five months, is it still worth buying?
A high Calibre float?
If you can get Calibre stock from your broker, you might make money. But don’t hold on to this risky, iron-ore dependent business for too long.
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