AGL: Result 2019
Profits that looked strong disguise growing problems for AGL. Worse, management reaction has been unconvincing.
CBA: Result 2019
If you're looking for capital growth over the next few years, the bank's latest result has a message for you.
Transurban: result 2019
Transurban is raising more money than it needs ... or maybe it's to fill the dividend hole.
Rio Tinto vs the Mongolian monster
Soaring iron ore prices have helped disguise potential problems in Rio's empire.
No time to bail on Unibail
The market's sentiment toward retail property landlord Unibail-Rodamco-Westfield is at an all-time low.
Domino's European tour
While Australia represents Domino's past, its future is in Europe. Store numbers - and profit - are set to soar.
Jumbo's winning numbers
This lottery ticket re-seller has spectacular growth potential, but watch the downside.
Health insurers on the way out
In an industry making more money than ever but reliant on government favour and the young, now is the time to exit the ward.
EML finds two targets
Management have made a couple of small purchases they believe will boost profit margins.
Ideas Lab: Pacific Smiles
This misunderstood property business could boast hidden earnings power. And most investors have missed it.
Virtus Health's cycle numbers grow
It perhaps wasn't the trading halt we were waiting for, but the IVF market has returned to growth.
ResMed: Result 2019
Mask sales and software helped deliver another strong result from this sleep apnea titan.
Clydesdale slows to a canter
CEO David Duffy has gone from hero to zero in three years. Is this an opportunity?
Tabcorp's next big jackpot
Tabcorp's lotteries division is a cash flow engine, but wagering brings the growth.
Woodside: a ripple, not a wreck
A poor quarterly report and production uncertainty have crimped Woodside. Should we be worried?
Can Macquarie march on? - Part 2
Macquarie is trading near record highs. What can investors expect from here?
Atlas Arteria's road to growth
Atlas doesn't get as much press as big brother Transurban, but it's far better priced.
ASX earns some leeway
ASX will report reasonable earnings growth this year but don't expect it to continue. The stock looks expensive but great businesses deserve some slack.
Telstra: The invisible bull case
There is a wonderful business buried within Telstra but it's unlikely we will ever see it.
NAB appoints a new chief
A permanent successor to Phil Chronican has been appointed but he won't much change the bank's prospects.
EML Payments: Climbing the pay scale
EML Payments has had a big run up. Is it too late to join the party?
Wesfarmers: Elephant galloping?
Wesfarmers has produced a total return of 35% since we upgraded the stock last year. What do the company's four proposed acquisitions say about its future?
Is Smartgroup a smart buy?
Smartgroup's earnings will grow slower, but the recent fall in the company's share price provides an opportunity for growth and income investors.
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