Navitas goes it alone
The education company has spurned its takeover bidder. But it's hard to rely on management profit forecasts produced for just such a scenario.
Fortescue scores higher grades
The market's unwavering, near-unanimous verdict on low grade iron ore prices may be changing.
Healius's Chinese flirtation
This GP and pathology business has received an unsolicited takeover offer from its largest shareholder.
Fund managers get pummelled
With recent weakness in global stock markets reducing Platinum and Magellan's funds under management, we're lowering our price guides a little.
iCar's race against time
Management is still expecting to meet its guidance to break even by the end of 2019, but the market is taking a different view.
An investor's guide to 5G
We've all heard about it but what do we know about 5G? Here we run through what it can - and can't - do for the industry and who might benefit.
AMP's uncertain wealth - Part 2
There's plenty of value in AMP's banking and funds management businesses and its range of investments. It'll be up to the new management team to get the most out of it.
AMP's uncertain wealth - Part 1
The business model is under threat, but the quality of its businesses provides reasons for optimism.
Virtus's bumpy ride
The underlying market for IVF cycles is volatile - but it should still grow over the long term.
First steps towards 5G
The much-awaited 5G revolution has taken its first steps with spectrum auctions concluding this week.
Cracks appear at Adelaide Brighton
When companies report profit downgrades during favourable conditions, it doesn't bode well for when things turn nasty.
ACCC questions TPG merger
TPG's celebrated merger with Vodafone will face greater regulatory scrutiny.
Oil Search: close to perfect
One of the world's great LNG projects is available with credible expansion options at a reasonable price. There is one catch, however.
Trade Me agrees to takeover
Sometimes good businesses are snatched away - and that looks like being the fate of this NZ online classifieds company.
A different take on IOOF
Investors considering the same facts can still hold very different opinions about the future. Here's James Greenhalgh's take on IOOF.
Closing the door on IOOF
With the original investment case changing beyond all recognition, we're recognising the loss and getting out.
APRA issues proceedings against IOOF
The regulator is seeking disqualification orders against senior IOOF management.
DuluxGroup: Result 2018
The 2019 financial year should be a good one for coatings company DuluxGroup. Beyond that, though, a weakening construction market looms large.
Model Income Portfolio trades
We're adding to our holding in Coles Group in our Model Income Portfolio.
Coles Group on the nose
Coles's stock has been weak since listing. But the obvious reasons reinforce why the company looks great value.
Santos gets close
Santos has fallen below our Buy price, but lower oil prices raise risks and peers still look better.
United Overseas warns on profits
This Malaysian property developer has told investors to expect a lower profit this year.
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