Asciano deserves a wide berth
Asciano boasts several monopolistic businesses. But despite the share price falling 86% since peaking at $11.64 in June 2007, Nathan Bell is a long way from recommending this company.
Telstra's economics lesson
Investors pushed Telstra shares up slightly after today's presentation by management. Our invitation must have been lost in the post, but the slides said enough.
Cage match: UGL vs Transfield
We’ve previously neglected covering contracting rivals UGL and Transfield Services due to their tough businesses. But there’s a price for everything, and here James Greenhalgh reveals when he’d be ready to rumble.
Charter Hall summons Gandel the great
John Gandel is one of Australia’s richest property moguls. Having helped Charter Hall recover from the property bust, is he steering the company toward a much more profitable future?
Infomedia turnaround story begins
The founder and largest shareholder of this electronic parts catalogue producer is back to try and turn the business around. After our meeting with him, here's the latest view.
Private equity hopes for QR success
Private equity funds have been back in the press recently. Apparently they’re trying to drum up money for a number of new fund launches. Good luck, we say.
Capital raising for Spark Infrastructure
Spark Infrastructure has announced a 2-for-7 entitlement offer. The offer price looks attractive and the raising ensures the group can fund a major network expansion.
Sonic's stretch target
There’s a scramble on in Australian pathology. Sonic is set to claim a chair when the music stops, although this year’s profit could disappoint.
Listed property sector review - Part 4
There’s scant value amongst the listed property sector’s tall timber. But, as Nathan Bell explains in the last of his four-part series, the undergrowth is much more prospective.
Metcash and Woolworths' high expectations
Coles has been hogging the limelight in 2010. But its improved performance hasn’t dented the expectations of rivals Woolworths and Metcash.
RHG's Jones dumps shares
Insider share trades are always worth noting. And given the lack of disclosure at RHG, they’re worth paying particularly close attention to.
Santos receives French letter
As Santos announced the long-awaited sell down of its GLNG project to French group Total, its shares sank. Gaurav Sodhi explains what the deal means for Santos and what you should do about it.
Coal & Allied: In a league of its own
Smaller companies may occupy the headlines, but as the elder statesman of the coal sector, Coal & Allied remains king.
Listed property sector review - Part 3
High debt levels and aggressive growth strategies have taken bites out of Australia’s large diversified property trusts. But with balance sheets restored, Nathan Bell asks if it’s safe to go back in the water.
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