QBE clawed by cats
A string of catastrophes late in 2011 will hit QBE Insurance’s profitability. But premium increases mean a recovery is already in prospect.
Woolworths' Masters nails it
James Greenhalgh headed out to see the first Masters in New South Wales before Christmas. He came away impressed.
Christmas trimmings - part 2
The second part of our annual stock cull removes a further six stocks from our list of companies covered.
Christmas trimmings - part 1
It’s time to empty the unwanted gift cupboard. Our annual stock cull makes room for a looming batch of more promising ideas.
Coca-Cola Amatil's wet summer
The weather is once again impacting Amatil’s summer. But the news isn’t all bad.
Global worries weigh on Sonic
A recent share price rise—and rising risks—sees Sonic closer to a downgrade. James Greenhalgh explains.
The mad men of STW
Since the days of John Singleton, STW has become a very different—and overlooked—beast. Jason Prowd makes the case for a cheapish, rather than madly cheap, stock.
ASX: Swings and roundabouts
Competition and regulatory change make for a tough playground, but ASX remains the biggest kid in the park. If only the share price would slide, reports James Greenhalgh.
MAp: Changing strokes
With the ink barely dry on its corporate simplification, MAp Group announced bold new plans for Sydney Airport.
Franklins boost for Metcash
The past six months were difficult but with Franklins under its umbrella, profit growth is likely to resume.
Cheers to Foster's
With a more than 30% return since our original recommendation less than two years ago, the acquisition of Foster’s delivers a great result. But spend the money wisely.
F&P Healthcare's headwind
It was a very respectable interim result but shareholders have little to show for it. Nathan Bell makes the case for hanging on.
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