ANZ's McFarlane: hero or hack?
After 10 years at the helm, John McFarlane is being portrayed as a top performer. But was he? And how do the banks compare on those measures against which McFarlane himself should be judged?
Flight Centre: Nur Bares ist Wahres
Austrian shopkeepers say that 'only cash is the truth'. It's something that's worth bearing in mind when examining Flight Centre's latest results, especially if you followed our Buy recommendation of two years ago.
Property trusts in the land of the rising sun
How, in a country with next-to-zero official interest rates, can trusts buy assets on 5% yields but engineer 10% yields for their investors?
Globe's turnaround story
This skateboard brand is trading at an 11% discount to NTA so it's an interesting time to weigh up the investment case for this former high flyer.
RAMS receives an upgrade
There is a lot of fear and misunderstanding swirling about this stock. But the facts are more comforting.
No rain a pain for ABB Grain
With no sign of rain, many Australian grain farmers have seen their crops fail, again. And the effects of the big dry are spreading beyond the rural communities immediately impacted by it.
Allco Equity on sale?
A UK healthcare IT company lurches towards bankruptcy, a small Australian company wants to acquire it, and a bunch of investment bankers sitting on a pile of cash have itchy fingers. At a 30% discount to net asset backing, Allco Equity Partners has the makings of an interesting opportunity.
All change in Sigma's industry
Two of Sigma’s competitors have just joined forces, while another’s business may be back on the market.
SEEK directors find another home for their money
The SEEK share price recently hit another record high providing a perfect opportunity for the directors to offload more shares.
GrainCorp fights the big dry
This rural group is facing threats from things it can't control but is sensibly preparing for better times by focusing on the things it can control.
Computershare's price fall a good start
Fears about growth and sharemarket wobbles have hit Computershare lately. We hope those concerns intensify - this is a business we'd love to buy again.
Soul Patts and Brickworks present New Hope
The headline earnings for Soul Patts and Brickworks were uninspiring. But the results don't tell the whole story.
Listed investment company update
It's been a few years since our detailed review of some cheap opportunities in the listed investment company sector. Since then, most have fared well, with one notable exception.
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