Wrapping up resources
The lack of value among resource stocks has meant that our sparse coverage of the sector hasn't really hurt. Here we move to a 'No View' on those stocks we’ve previously covered (with a notable exception) as we await the cyclical downturn.
A Just cause for Premier
Tightening belts have meant falling share prices for retailers like Just Group, which is exactly why Solomon Lew has gone shopping.
Second-tier property groups review
In our second sweep of second-tier property groups we find less suffering relative to the larger players in the sector but still doubt whether they are built to last.
New Hope supports Soul Patts
A hefty exposure to coal has saved Soul Patts from the mauling most companies have received in this bear market.
Put Futuris Hybrids in your basket
It may not be easy to understand but the potential returns from this income security make the effort required to get to grips with it worthwhile.
Goodman PLUS makes a worthy addition
The unravelling property sector has seen Goodman Group’s PLUS hybrid securities fall to a 24% discount to their face value. That gives them an attractive 12.6% running yield, plus a potential capital gain of 31% over five years.
Is Babcock cheap? - the final day
Babcock’s share price has tumbled almost 80% in the past 12 months. Its value, however, remains unclear.
Market storm gets gnarly for Billabong
Billabong is a well-managed company and one of Australia’s most successful exports. But it has also enjoyed some fortuitous tailwinds, and they won’t blow forever.
International diversification takes a LICing
The marketing push to diversify internationally isn’t as loud as it once was, which is why contrarian investors should now be looking closely at international LICs.
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