Foster's demerger survival guide
There are six vital questions for shareholders considering the Foster’s demerger. This survival guide answers them, and looks at an opportunity that may emerge.
Time to fight for RHG
After two weeks of discussions, the resistance to Kinghorn’s low-ball bid for RHG has taken shape. We don’t think the proposal is perfect, but it’ll do.
Metcash's protective umbrella
The so-called third force in the grocery market is more powerful than it likes to acknowledge. And more attractively priced than it has been for years.
RHG: Hold your vote
Democracy provides its greatest rewards to those living in marginal seats. Similarly, delaying your vote on the RHG buyback could boost the odds of a better deal for all shareholders.
QBE and IAG head-to-head
These two stocks both feature on our buy list. But which is best? Is there a place in your portfolio for both? And why might you need to reduce your exposure to banks?
Bunker down in the uranium sector
It isn’t just Fukushima that’s in danger of meltdown – uranium stocks are too. Gaurav Sodhi looks for opportunities among the debris.
BHP Billiton buyback calculator
Scratching your head over the buyback? This calculator makes your decision about whether to participate a shimmy down a mineshaft.
Origin capital raising: Take action
Origin Energy has launched a $2.3bn capital raising to fund the purchase of electricity assets from the New South Wales government. Keep some powder dry, because this call for cash won’t be the last.
RHG: Small shareholders miss out
With long-standing concerns over management’s attitude towards small shareholders, today’s announcement confirms them. A mooted delisting is bad news.
Four things you don't have to worry about with Woolies
Woolworths is a high-quality business trading at an attractive price. Yet many potential shareholders still fear stepping in. James Greenhalgh makes the case for boldness.
<i>The Ideas Lab</i>: Pulling the pin on private equity
Three stocks trading at discounts to their asset values would ordinarily attract our attention. So why are we recommending you sell out? Greg Hoffman explains.
No interest in Seven West or CULS
A company transforming acquisition, name change and substantial share price fall aren’t enough to pique our interest in West Australian Newspapers.
AMP: Setting up for failure?
Do AMP’s ambitions exceed its capabilities? History suggests they may. It's time to get out. Greg Hoffman explains why.
Tuning out of Consolidated Media
The Australian pay TV sector is characterised by structural uncertainty, complicated share structures and unattractive pricing. We’re getting out.
Candour can't save Fantastic Holdings
We appreciate management’s honesty. But it has also highlighted some fundamental issues at the furniture retailer.
MAp's first class result
This is a wonderful business available at a fair price, as the latest results attest. Gareth Brown explains why.
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