Carsales shines again
Sometimes you think you'll never get the chance to buy a particular stock - and then the sharemarket shows you otherwise.
The key to Carsales' future
Carsales will be affected by the looming downturn. But will dealers still need it to sell used vehicles in future? You betcha.
Upgrading Frontier Digital Ventures
Frontier Digital's share price has fallen 50% from its high. For those comfortable with the risks, we're upgrading to Speculative Buy.
Seek: Into the storm
Yes, what's happening in the Chinese economy is about to hit Australia and Asia, but that's why the stock has fallen 29%.
Star & Crown: betting on the long term
Falling share prices more than offset the risk for Australia's major casinos.
Atlas Arteria's price guide lowered
A slowdown in Europe warrants a change to our growth assumptions
OptiComm, Opti Go
Life on our Buy list started well for this fibre-optic network operator, but it has finally joined the corona-rout.
Ansell price guide lowered
Ansell's share price has fallen, but with industrial sales likely to slow, we're increasing our margin of safety.
Ramsay Health Care under review
We're placing our recommendation under review while we incorporate new information into our analysis.
Sydney Airport upgraded
Coronavirus has affected Sydney Airport more than most buisnesses, but the share price offsets much of the risk.
Banks: Removing price guides
Bank earnings are coming under pressure from every corner. We're temporarily removing the price guides until there's more clarity.
BWX: Beautiful downturn
A US expansion, strong brand and declining share price make this business easy on the eyes.
United Overseas Australia: 2019 result
It wasn't a vintage year for this Malaysian property developer, but cash continues to pile up and the timing might be just right.
Altium bandwagon backs up
Short-term concerns have smashed the shares of this high-quality software company, presenting an opportunity.
TPG Telecom: Interim result 2020
This should have been an unimportant result just before the merger completes. It wasn't.
Bank price guides reduced
Having made my bank stocks mistakes in the US and Europe, I don't wish to see Australian investors repeat them.
Autosports: Interim result 2020
The outlook was slightly disappointing but management's strategy looks sensible. Now it's just a waiting game.
Bapcor keeps on truckin'
Bapcor's first half result was unspectacular but don't write off this vehicle parts supplier just yet.
Equity Trustees: Interim result 2020
Momentum is building in this trustee business but you wouldn't know it from the numbers.
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