MAp worth the queue
Having flown the Macquarie coop, there’ve been more changes at MAp than a Qantas daily flight schedule. It’s time to take a fresh look.
Select Harvests waters the weeds
We downgraded our recommendation on this almond company last month. Today’s results confirmed we were right to be worried.
STW's copious cash flow
STW has performed just as we’d hoped during the economic rebound. The group’s recovery story remains on track.
Selling Telstra - the decline sets in
Australia’s largest telecommunications company offers a mouthwatering 8.9% fully franked dividend yield: Don’t buy it.
Commonwealth's Great White result
Commonwealth Bank’s half-year profit increased sharply, but dividends failed to keep pace.
Macquarie changes strategy
This company has emerged from the financial crisis a different beast. And Nicholas Moore’s not done yet.
BHP Billiton's long march to China - part 2
When base metal stockpiles increase, prices should fall. The fact that they haven’t is just one of the conundrums surrounding this colossal company.
Disregard Australand's latest results
This property owner and developer had a tumultuous year, which is why the accounts, released today, are a mess. Better to focus on the story behind the numbers.
Reece: big profits from small rooms
Reece has been one of Australia’s most successful companies. But its strong market share in bathroom products retailing is attracting the attention of some threatening competitors.
News Corp outfoxes the rest
This global media company owns some irreplaceable assets. And the latest results show our most recent valuation was too conservative.
Brickworks builds value in bottom drawer
With excellent assets, little debt and sensible management, this investment company ticks many of the boxes that long term investors should have on their checklist.
Tabcorp fails to impress
Shares in this gambling giant look attractive at first glance. But those tempted by the high current yield should be aware of the many challenges and uncertainties it faces.
RHG releases good news
Today, this mortgage book owner announced a profit upgrade and a pleasing court settlement.
Time to sell Roc Oil?
Whatever confidence we had left in the company evaporated along with the 15 million barrels of oil that were lost yesterday. This recommendation has been little short of a disaster, and it's time to rethink where we stand.
Tap Oil begins to flow
For a company in the business of finding oil, Tap's exploration record has been a perennial disappointment. Will a new exploration strategy and some juicy new assets give it a second wind?
Sonic battles funds in fee fight
The Australian government plans to review pathology industry funding, but Sonic has come out fighting. While it has already knocked out several health funds, others are refusing to buckle.
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