DuluxGroup's purple patch fades
The demerger of DuluxGroup from Orica has created a rare, high quality consumer products business. Trouble is, the industry’s maturing and in transition.
Gone fission: An investigation into the uranium sector, Part 2
In part one of our examination into the uranium sector, we discussed why the uranium market might not be priced correctly. In this second part, we look at three of the largest uranium stocks on the local bourse.
What makes Brickworks tick?
With a valuable collection of assets and little debt, investors can ignore walls of worry in the knowledge that this company is supplying the bricks.
Fund managers face up to threats
Of the four wealth management companies we cover, IOOF has most to lose from the recent government reviews into the industry.
Billabong positioned for prosperity
Billabong doesn’t hold a candle to a first class retailer like Woolworths. But absent an economic washout, not much has to go right at the current price to make a respectable investment.
Infomedia sets the stage for change
This profitable little software company has struggled under its current CEO, mostly for reasons beyond his control. But change is in the air.
Prime Infrastructure's subprime outcome
Regulatory intervention has damaged the value of one of Prime’s key investments. But will it also provide an opportunity for bargain hunters? Gareth Brown delves deeply into the situation for investors.
Macquarie moves into upgrade territory
This increasingly diversified group is facing many challenges. But a margin of safety is building in the share price.
Harvey Norman roams the graveyard
Another retailer has collapsed, but Harvey Norman’s ownership of almost $2bn of property is a pillar of strength.
AWE: Mr Market says 'sell'
After several years of successful production, AWE is on the hunt for more oil. How that hunt goes will determine the company’s future. So what are its chances?
MAp's jet-fuelled future
MAp’s security price has increased 120% since March 2009. But lower airfares, recovering passenger numbers and ample investment opportunities mean it still has plenty left in the tank.
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