Caltex: Time to sell?
Full-year results confirm that Caltex has changed from a lousy business to a decent one. The share price suggests everyone knows it.
SMS Management: Interim result 2015
This IT consultant has reported a sharp turnaround since its disastrous 2014 and the omens are positive.
Virtus: Interim result 2015
Assisted reproduction is on the rise and this Australian leader has its eyes on Ireland.
Wesfarmers: Interim result 2015
Wesfarmers has done a great job with Coles and Bunnings and this was borne out in its latest results; there's likely more to come, but this is borne out in its valuation.
Santos: Result 2014
One of Santos's two LNG projects is now operational. All eyes are on the imminent start of the second.
Sirtex: Interim result 2015
Price rises and expanded patient reimbursement have driven another another record result for this cancer specialist.
BWP Trust: Interim result 2015
The risk of owning BWP Trust is rising with the share price, but it's a better bet than term deposits.
Servcorp: Interim result 2015
This serviced office business is still ticking along, although growth has moderated after five years of rapid expansion.
Transpacific: Interim result 2015
Transpacific's result was as bad as we expected, and a slowing economy and resources sector aren't going to make things any easier.
MacMahon loses Christmas Creek
MacMahon has abruptly lost its biggest contract totalling $780m of revenue.
Medibank & NIB: Interim results 2015
Medibank is still losing market share to NIB, but cost cutting has made it a leaner operation.
Carsales: Interim result 2015
The online car classifieds site missed earnings expectations last week - but it was for the best of reasons.
Platinum Asset Management: Interim result 2015
This quality fund manager has missed high expectations and, with the stock sharply lower, we're upgrading back to Hold.
Origin Energy: Interim result 2015
Origin's interim result is a sideshow. The real test will be the success of the giant APLNG project, due to start later this year.
Nanosonics: Interim result 2015
This maker of sterilisation equipment has posted another record half, but the investment case is starting to shift.
Transpacific: Interim result 2015
Transpacific's result was as bad as we expected, and a slowing economy and resources sector aren't going to make things any easier.
Trade Me: Interim result 2015
There aren't many businesses where you'd be happy to see margins fall, but Trade Me might be one of them.
DWS: Interim result 2015
The best that can be said about this IT consultant's disappointing first-half result is that it was well-flagged in advance. We're taking advantage of the stock's resilience to downgrade to Sell.
Woodside: Result 2014
The carnage in oil markets hasn't yet been reflected in Woodside Petroleum's full-year results.
Adios to Aveo
Aveo's share price has increased 56% since our original upgrade. It was never a great business, so we're cashing in and moving on.
The Reject Shop downgraded to Hold
The Reject Shop is showing tentative signs of turning around, but we're not inspired by its new strategy.
Trade Me: Interim result 2015
There aren't many businesses where you'd be happy to see margins fall, but Trade Me might be one of them.
Avoid NAB Capital Notes
Last week, ANZ's Capital Notes 3 sold like hotcakes. It's no surprise NAB is ready to tap investors with its own flaky hybrid offering.
Sonic Healthcare: Interim result 2015
Sonic's Aussie and US operations are being hit by fee cuts, but a few big contract wins helped soothe the pain.
Northern Star: Interim result 2015
Bold acquisitions have worked for the miner but there are a few reasons to fret, too.
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