Salad days over for big banks
Are the banks finally through the worst? Will the housing market upturn be a dead cat bounce? In this review we search for answers.
Ideas Lab update: Graincorp
Graincorp's demerger of its malting business, which supplies the craft brewing industry, has been delayed. The likely reason? The other divisions are struggling.
Tabcorp: two risks, one glaring opportunity
Lotteries isn't likely to lose money any time soon, but interest rates could make or break the investment case.
Freedom Foods: Australia's Own?
Here's an owner-managed health food company with earnings that are rising fast. But will the calls on your cash continue?
Iluka tries the splits
For a quarter of a century, a royalty asset within Iluka has been mispriced and underappreciated. All that might soon change.
From zero to Xero
Xero's innovative accounting software has exploded in popularity but profitability remains evasive. Is that the opportunity?
Westpac Annual Result and SPP
Westpac has announced a lousy annual result, cut the dividend and announced a $2.5bn capital raising. Bank investors need to get used to it.
Why CSL's moat grows ever wider
CSL's plasma collection network is growing faster than the rest of the industry combined. That's great news for shareholders.
Coles bakes a record
Management's trying to make the numbers in the short term, but surely sales growth is a good thing? Perhaps not when it comes from rising grocery prices.
Ideas Lab: CTI Logistics
In a market obsessed by technology and growth, we present a business hit by the cycle but backed by real assets.
Vote for stability at Donaco
Donaco's chaotic and wealth-destroying previous management is attempting to roll the board. Here's how to stop them.
Downgrading United Overseas to Hold
With the stock rising above our Buy price, we're switching to Hold.
Appen: go big or go tech
Appen is at the cutting edge of AI research, but its reliance on humans could be its Achilles' heel.
Domino's: The power and the passion
Investing isn't all about fearing threats. It's about considering potential sources of upside too.
Reconsidering Webjet
With a sharply lower price and a fast growing hotels business, we re-examine Webjet.
ARB's profits to fall
We wondered when a sagging new vehicle market would hit ARB's bottom line. We now have our answer, and perhaps an opportunity.
Is Star Entertainment recession proof?
Casinos should be recession proof, but Star's changing business model means it's far from it.
Hansen & Gentrack: the weirdest trend in software
Cloud computing is taking over the world, right? Meet the industry that refuses to budge.
Flight Centre's leisure woes
Another day, another downgrade for Flight Centre. The culprit is the same: the Australian leisure division.
IPO: 360 Capital Digital Infrastructure Fund
Management's track record has piqued our interest, but the high fees suggest there are better options.
Ahmed Fahour's bad Latitude
Latitude Financial Services is the latest private equity float. If that alone doesn't scare you off, the disingenuous way Latitude is being packaged for sale certainly should.
Call 1300 880 160
Start a chat
Schedule a call
