No news is bad news for BEPPA
We recommended these securities on the assumption that Babcock & Brown Infrastructure would be able to sell assets in fairly short order. We’re becoming increasingly worried.
Spark's WACCed up returns
This infrastructure fund owns extremely reliable financial assets and trades at an appealing price. It also has the most insidious management contract we’ve ever seen.
Much to like about Macquarie Airports
MAp isn’t the bargain it once was. But it still deserves a place in our infrastructure portfolio.
Diversity an asset at Australian Infrastructure Fund
We’ve done very well out of this stock over the years by buying low and selling high. Now it’s time to buy again.
Challenger Infrastructure priced for failure
Challenger Infrastructure fund owns a few businesses that will profit from cheap debt for a long time to come. It also looks very cheap.
Property moguls swoop on juniors
A riptide of diminishing credit and falling asset prices has replaced the tidal wave of leverage that fuelled the property boom. Amongst the wreckage, some property industry luminaries are fishing for value.
Roc Oil's equity raising
If you own shares in this small oil company, make sure you consider the forthcoming share purchase plan. Because doing nothing might mean you leave money on the table.
No more bets on Tatts Group
It’s good news that Tatts Group’ chief executive has signed on for another three years. But he’s apparently still very committed to a wagering division whose revenues are under threat.
Property trusts slash distributions
Securityholders have watched billions in value vaporise through dilutive capital raisings, as the listed property sector saves itself from total annihilation. As the pessimism from this wave of drastically lower distributions washes through, our list of potential opportunities is growing substantially.
Toll turns to Asia
By good fortune or good management, Toll finds itself in an enviable position to take advantage of financial turmoil and continue its impressive track record.
TODHA needs time
The Timbercorp Orchard Trust has land, water and trees. But it doesn't have anyone to pay the rent.
RHG's atomic value
RHG's cash balance is going up faster than its share price. It’s not too late to buy.
Flight Centre price recovery sparks downgrade
This travel retailer’s share price has jumped significantly over the past three months, and we’re downgrading our recommendation as a result.
Goodman cash grab leads to speculative buy
Goodman Group’s future rests on chief executive Greg Goodman’s ability to conjure up further deals. In China Investment Corporation, he might have just landed a whale.
ANZ shareholders: Don't miss this opportunity
The path to profit from share purchase plans is now wonderfully well worn. Yet, sadly, many investors continue not to tread it.
Reassessing Coca-Cola Amatil
Maybe Kerry Armstrong was right. After years of considering Coca-Cola Amatil dangerous to your financial health, we've changed our mind.
Change for the better at IAG
Apart from its annoying ‘unworry’ advertising campaign, there’s a lot to like about the direction in which IAG is heading under its new CEO.
Wesfarmers finds solace in stability
Following its capital raising, Wesfarmers’ debt is now under control. Better yet, there are early signs that Coles might not be the basket case many assumed.
Select's future heads to court
Events since Timbercorp’s collapse have not unfolded as we, nor Select Harvests, would have hoped. The risk is increasing that Select is going to be left without any third party almond projects to manage.
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