BBI EPS becomes Prime Infrastructure
Yesterday, owners of the BBI EPS income securities approved an important restructure, and in one week we’ll get a good idea of whether our valuation thesis was accurate.
Every reason for concern at Wesfarmers
Shareholders rely on management to tell the story straight. But unfortunately backward steps were evident in the Wesfarmers annual report and at its subsequent AGM.
Where we stand after standing for the RHG board
In this review, we set aside the heightened emotion of the RHG annual shareholders’ meeting and examine the situation as rational value investors.
Yield slippage in ANZ CPS2 offer
While ANZ CPS2 is the next bank preference share to roll off the production line, the possibility of outlier events still worries us.
Shining the light on Woodside
As the largest specialist oil and gas company in Australia, Woodside Petroleum is the ideal place to start our search for opportunities in oil.
What’s Computershare worth?
In parts one and two of this three-part series, we focused on Computershare’s competitive advantages and strategy. In this final instalment, we weigh up what the future might hold under varying growth assumptions.
<i>The Ideas Lab</i>: Listed private equity plays
This group of discounted stocks might hold some appeal for a small part of your portfolio.
Oil sector sweep - part one
Part one of our exploration of the oil sector starts with the big cats; stocks with a market capitalisation of more than a billion dollars.
BBI share purchase plan
For a supposedly simple infrastructure vehicle, this is an incredibly complicated deal. But it certainly holds some appeal.
ARB Corp profit upgrade
Today’s profit upgrade is good news for shareholders in this four wheel drive accessories company. It also increases the attractiveness of subscribing to the dividend reinvestment plan for the upcoming special dividend. Don’t forget to send in your paperwork.
MMC: Say no to GPG
There are numerous options to release value from this stock. Unfortunately, the board has other plans.
Morris builds a better business
In part two of this three-part series, we get to the heart of Computershare’s resilience in light of the credit system’s near-death experience.
Kathmandu or Kathmandon't?
In this review, we consider Munger’s Rule before examining this latest private equity float.
Computershare tames the cycle
In 2003, Computershare’s earnings tumbled when stock market activity fizzled. In 2009, profits held steady in the global financial crisis. We recently bunkered down at the company's global HQ to find out what has changed.
Another opportunity in BBI EPS
This complex, speculative situation is not for everyone. But for risk takers, it looks like an opportunity.
A new perspective on Flight Centre: Part 3
Over the past few issues, we looked at how this travel business has morphed over the past five years. Here, we take out our crystal ball to see what the next five years might bring.
Price and value converge at RHG
RHG’s share price has risen 40% since our last review and the margin of safety is vanishing fast. Here our managing director explains how he believes shareholders can extract maximum value from their investment.
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