All in the timing at Clough
Murray & Roberts is hoping it can get Clough's margins up to the industry standard, but there may be more chance of everyone else's falling.
Macquarie mending slowly
Macquarie Group has delivered a 100% total return since being upgraded to Strong Buy two years ago. Nathan Bell explains the reasons for holding on.
Old Murdoch, new News
Conventional wisdom has it that the new News Corp contains ugly dying media assets, which is where James Carlisle spots an opportunity.
Australand: Interim result 2013
With a potential sale of its property portfolio scuttled, it's back to normal business for this property group.
Incitec Pivot: an explosive break up?
As Incitec Pivot considers a break up, Gaurav Sodhi asks whether there’s any value in the business.
Hail the insurance middleman
For the most part middlemen are a dying breed, but here's a sector where they aren't just surviving, but are thriving, reveals Jason Prowd.
Little to like in latest hybrids
There's not much to like in the latest hybrid offerings from ANZ and Westpac; if you must have some hybrids we prefer some already listed alternatives.
iSelect: Not the next Carsales.com
It’s being pitched as the next Carsales.com but misleadingly so. Jason Prowd explains why this insurance comparison service has little in common with high quality listed internet stocks.
Kingsrose casts net for capital
As Kingsrose taps the market for more cash, Gaurav Sodhi restates the case for this unloved gold miner.
Banking on LICs?
Boring they may be, but low cost listed investment companies serve a valuable purpose. Just keep your eye on the underlying portfolio.
AMP hears competition's roar
AMP’s iconic brand belies a business struggling to deal with a more competitive market and actuarial accuracy, explains Nathan Bell.
Ideas Lab: Elemental Minerals' discount window
A takeover bid for potash hopeful Elemental leaves some profit on the table for the opportunistic. Gaurav Sodhi explains how to go about it.
Newcrest: the good and the bad
Right now, Newcrest Mining is a failure. But it doesn’t have to be, argues Gaurav Sodhi. Here he explains how a good miner can emerge from the bad.
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