Mighty River's risky undercurrents
This recently floated NZ electricity generator and retailer has an interesting mix of assets but faces a nasty undertow.
Sydney Airport takes the cake
The country’s biggest airport offers an attractive combination of income and growth, and a slice of irritation. James Carlisle explains why we’re coming back for a second helping.
Orica: Interim result 2013
A poor business is obscuring a great one and an opportunity may be brewing, says Gaurav Sodhi.
SP Ausnet: Result 2013
SP Ausnet has delivered an admirably predictable full-year result – but debt, dilution and management fees are a turn-off.
Sun sets on Sunland
Our investment in this property developer has worked out nicely, now with the share price closing in on NTA Jason Prowd explains why we’re moving on.
Childcare: child's play at G8?
Five years after the collapse of ABC Learning Centres, childcare centre aggregator G8 Education enters the ASX300. Nathan Bell examines whether it will meet the same fate.
Stockland unveils new strategy
Out with Quinn’s ‘3Rs’ and in with Steinert’s more traditional approach. Jason Prowd appraises the new direction.
NAB: Interim result 2013
The result underwhelmed the market but, as Nathan Bell explains, the lousy UK division masked a decent result at home.
GPG: where does the thread lead?
The liquidation has gone well and the share price is up 26% since our initial buy recommendation. What now for this thread maker, asks Gareth Brown.
Antares: a star in the north
Faced with debt and priced for despair, the market has turned on Antares, even as its operating performance improves. Gaurav Sodhi makes the case for an intelligent speculation.
WHK takes the ostrich approach
This accounting group's recent profit warning and suspension of merger talks have sent its share price tumbling, but we think there could be worse to come.
Westpac: Interim result 2013
After a total return of 70% in less than 2 years and a recently announced 10-cent special dividend, is it time to sell down, asks Nathan Bell.
Macquarie Group: Result 2013
With a 67% increase in the final dividend and the stock up 88% since his Strong Buy recommendation, Nathan Bell takes the chance to prove he’s no tool.
Breville: juiced up growth
A film about a fat man juicing his way to health has propelled this kitchen appliance manufacturer to darling status. But while the growth is real, the expectations are not.
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