Vote against Harvey Norman options
There’s a meeting on 30 April to grant options to six executives of Harvey Norman. We recommend you vote against the resolution.
The three keys to Ramsay Health Care
Ten years ago, Paul Ramsay owned controlling stakes in two businesses. While the share price of his media company Prime Media has halved since 2000, the price of private hospital operator Ramsay Health Care has risen more than fifteen-fold. The phrase ‘healthy return’ borders on understatement.
Newcrest's move on Lihir Gold: You're mine.
It's been long assumed that Newcrest Mining would eventually fall prey in any consolidation of the gold sector. Instead, it has turned predator, with Lihir Gold firmly in its sights.
MMC Contrarian sees a ClearView
The ‘company transforming’ acquisition that we’ve been dreading has finally arrived. And it looks more interesting than we anticipated.
Time to sell Sigma
Last September we said that Sigma Pharmaceuticals looked very much like a ‘gunna’ company. Now we’re worried it’s ‘gunna’ get even worse.
BHP Billiton spot on contracts
The decades long ritual of annual iron ore pricing negotiations appears to be at an end. But what does this mean for the industry and its largest producers?
Flight Centre in the departure lounge
After an incredibly turbulent few years, we’re preparing to part ways with this long-term travel buddy. All up, it’s been a profitable journey.
Puffed out on Globe
After a 188% share price surge in less than a year, it's time to move on from this turnaround-that-wasn't. There are better places for your money.
Australian Infrastructure in a holding pattern
With airlines scheduling more flights to cater for a heavier flow of passengers, is it time to get back on board Australian Infrastructure?
Brickworks keeps on building
The latest interim result from this conglomerate means it’s time to update our sum of the parts valuation.
Seven times two equals 13
The plan to merge Seven Network and WesTrac is a poor deal for ordinary Seven and TELYS3 preference shareholders. So should you vote against everything?
Dumb questions for Intelligent Investors - QBE Insurance
A video presentation on QBE Insurance by research director, Greg Hoffman (16 minutes).
ANZ: Good news, bad strategy?
An Asian feast or cold rice and a slice of humble pie? ANZ shareholders face a stark choice as the company heads offshore.
Time for action at Calliden
Shareholders should take action at this disappointing insurance company’s upcoming annual meeting; chief executive Nick Kirk has been paid far too much for delivering too little.
ASX goes dark to avoid doom
ASX Limited is busy peering into dark pools. Shareholders should be worried about what’s staring back.
Dumb questions for Intelligent Investors - Foster's Group
Video interview on Foster's Group with analyst Gareth Brown (17 minutes).
Sigma still in the sickbay
A one-page announcement from Sigma filled the three-week information vacuum. While the release was short on numbers, there is one way to describe the looming writedowns: ‘large’.
Is Macquarie taking the Miclyn?
After several years gone walkabout, the float market is back in town. We’ll be taking a good look at major upcoming floats, for reasons highlighted in this float review of oil service vessel owner, Miclyn Express Offshore.
Corporate Express into: The Ideas Lab
A short-term trading opportunity might have developed in this former Long Term Buy idea.
Buyout to boost Corporate Express
A takeover proposal for this high quality business, on the cards for several years, has now arrived. We’ll know more by the end of the week when things should really start to heat up.
Challenger Infrastructure's 8.8% yield
Having sold its largest asset, Challenger Infrastructure is in control of one exciting and one respectable business. But high leverage means the range of potential outcomes is still wide. And what about that yield?
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