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.
CSL: Reasons to be cheerful
The blood of most chief executives with a healthy ego would boil watching a rival suitor succeed where they had failed. Not Brian McNamee.
Elders to lose the farm?
Today’s profit downgrade has given the market a case of the jitters. Though it’s bad news for ordinary shareholders, it's less so for hybrid securityholders.
Dexion takeover on track
GUD today announced that it had satisfactorily completed due diligence on Dexion. GUD will send its Bidder’s Statement in early July but, for now, there’s nothing to do but wait.
Woodside Petroleum's fraccing problem
The growth of shale gas poses a potential long term problem for Woodside. There are shorter term worries too.
Dexion takeover arbitrage
The due diligence period for GUD’s takeover of Dexion ends today, with an announcement now expected Monday. The risks of the takeover failing have increased.
Melancholy market dogs Perpetual
The market’s direction might be unknowable, but the fact is that it’s lower than in March. But so is Perpetual’s share price and, if you believe confidence will return, it’s creating an opportunity.
QBE upgraded: A classic Buy
Three years ago QBE was a market darling and we weren't interested. Today, it's available at half the price and we're eagerly jumping into bed with it.
Wily Westfield: One for the ages
Westfield Group has weathered the storm better than most. Though the road ahead might be rocky, don’t expect Westfield’s security price to remain in the doldrums forever.
The Valemus float: Valuable or vulnerable?
After the Socceroos’ crushing World Cup defeat at the feet of Germany, does the Valemus float offer a chance for Aussies to square the ledger?
Is Monadelphous the greatest?
The long term success of Monadelphous suggests that this business is a cut above the competition. That's still not enough to earn an upgrade.
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