Transurban's trip down memory lane
Transurban’s security price is languishing 48% below its boom-time peak. But while management has cut debt and distributions to more sustainable levels, its aggressive expansion hasn’t changed.
QBE: Don't miss the forest for the tree
Today investors had their high expectations lowered and, in turn, they lowered QBE's share price. It's now time for value investors to step up.
Westpac tips the scales
Investors have become gloomier about bank stocks, which presents an opportunity to buy a powerful blue chip at an attractive price. Greg Hoffman weighs the risks and rewards presented by Westpac shares.
Iress's money-making machine
Iress has produced 22% annual returns since listing in 2000. Though we don’t expect a repeat performance, the company’s patient approach and sensible expansion is literally paying dividends.
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.
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