Platinum goes with the flows
Platinum’s International Fund outperformed by 34% in the year to 30 June 2009. Now the long-awaited inflows have arrived, and there’s more to come.
20 Aug 09 - Reporting wrap
A deluge of blue chip companies has reported today, and a couple of tiddlers.
QBE thrives in GFC
It's been one of the worst years ever for insurance businesses around the globe. Meanwhile, QBE has gone from strength to strength.
An each way bet on property income securities
As 'bottom up' investors we tend to focus on the individual cash flows of a business. But pitching three property income securities against each other has resulted in an upgrade.
STW shines in tough times
This diversified advertising and marketing group has been back in favour with investors lately. Yet its potential continues to be underestimated.
19 Aug 09 - Reporting wrap
Today was another busy day, with many large companies reporting full year and half year results.
Perpetual performance impresses again
Despite another misstep, good fund performance numbers and a stronger sharemarket mean there’s light at the end of the tunnel for Perpetual.
ARB bumps the crisis
Tough times clearly highlight the difference between great companies and everything else.
18 Aug 09 - Reporting wrap
With nine larger companies reporting today, the reporting season has kicked up a gear.
14 Aug 09 - Reporting wrap
Fridays are apparently for long lunches, not frenzied assessments of company results. Only one large company reported today.
13 Aug 09 - Reporting wrap
Today saw profit announcements from heavy hitter Telstra, as well as Coca-Cola Amatil and Bunnings Warehouse Property Trust.
Evidence builds for Telstra thesis
As an investment, Telstra doesn't need to be complicated. And the full year results add evidence to that thesis.
Commonwealth profit bolsters bulls, encourages bears
Investors have cast a decisive vote that the worst is over for Australia's banks. We hope they're right; we fear they're wrong.
12 Aug 09 - Reporting wrap
Two of Australia’s largest companies – Commonwealth Bank and BHP Billiton – reported their results today, along with several other entities.
11 Aug 09 - Reporting wrap
Today saw a profit update from Flight Centre as well as a report from one of our favourite blue chips, Cochlear, among a number of others.
Ho-hum on Flight Centre's ascent
In Gareth Brown’s absence, James Greenhalgh has taken a look at Flight Centre’s result update. And he’s wondering why the market got all excited.
Goodman's great escape
Goodman Group’s $1.8bn recapitalisation is music to the ears of Goodman PLUS owners. Does it also present an opportunity to buy into the ordinary securities?
10 Aug 09 - Reporting wrap
Today yielded several interesting announcements, including a profit report and capital raising from Bendigo and Adelaide Bank.
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