Tatts enters The Confessional
We’ve become less comfortable with the valuations of Tatts’ various businesses. After totting them up, we’ve got some explaining to do.
Infomedia disappointing but cheap
With a moderate profit warning announced yesterday afternoon, we’re officially labelling this electronic parts catalogue producer a ‘gunna’ company.
New products to defy downturn at ARB
If your brand of value investing involves buying great companies at reasonable prices, the shares of ARB Corporation are worth a close look.
Wesfarmers crying out for cash
Cutting the dividend seems to be a last resort for many companies. But Wesfarmers needs cash, and slashing the dividend is really only the first step of several it should take.
Bargain on offer at Select
Select Harvests has been having a tough time of it, but that’s agriculture. The current price looks cheap even if things stay bad forever.
Advanced Magnesium
Australian Magnesium Corporation partly paid shares – which had an ASX code ANMCA – were originally recommended on 15 Oct 02 ...
Tote threat for Tatts
Competition is intensifying for UNiTAB Wagering – arguably the jewel in Tatts Group’s crown.
Salmat founders call it a day
Peter Mattick and Phil Salter have been building Salmat patiently for 30 years, and the company won’t be the same without them.
Macquarie long on action, short on detail
This financial conglomerate’s management seems to be doing the right things, but its latest announcement comes up short on helpful detail.
Flight Centre gloom is just the ticket
With a global recession looming, a struggling Australian dollar, terrorism in India and political strife in Thailand, there are plenty of reasons to worry about Flight Centre – and it has all combined to provide a great opportunity.
Corporate Express site visit
Greg Hoffman and James Greenhalgh headed out to tour Corporate Express’s new Sydney distribution centre recently, but the move to new premises isn’t the only change underway at the company.
Banks may force Envestra's hand
This company’s monopoly pipeline network remains solid. But with banks the only remaining source of credit, and some large slabs of debt maturing in the next two years, a capital-raising looms large.
Infomedia's industry in turmoil
The US Government is coming to Detroit’s rescue. But big structural problems need to be fixed.
BBI EPS: worth more or worthless?
These income securities have been pummelled along with the ordinary Babcock & Brown Infrastructure securities. It looks like there’s value on offer.
AWM and IOOF tie the knot
Despite our ongoing concerns with the Ord Minnett acquisition, the proposed merger of Australian Wealth Management and IOOF looks much more sensible.
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