APRA issues proceedings against IOOF
The regulator is seeking disqualification orders against senior IOOF management.
DuluxGroup: Result 2018
The 2019 financial year should be a good one for coatings company DuluxGroup. Beyond that, though, a weakening construction market looms large.
Model Income Portfolio trades
We're adding to our holding in Coles Group in our Model Income Portfolio.
Coles Group on the nose
Coles's stock has been weak since listing. But the obvious reasons reinforce why the company looks great value.
Santos gets close
Santos has fallen below our Buy price, but lower oil prices raise risks and peers still look better.
United Overseas warns on profits
This Malaysian property developer has told investors to expect a lower profit this year.
Aristocrat's call to arms
This gambling giant sees opportunity in online games, but finding customers is expensive.
Gentrack: Result 2018
Gentrack has reported a bumper year of growth by adding new UK customers, but management warned about prospects for 2019.
Brickworks goes global
When a management team with a great track record buys a low-quality business overseas, should you back them or defer to history?
Seek: irons in the fire
Seek is building the foundations for long-term prosperity, even though 2019 won't be a vintage year for earnings growth.
BWP Trust downgraded to Sell
BWP Trust's share price continues to charge higher. Shareholders might be confusing the solid performance of Bunnings with that of its landlord.
Virtus & Monash face slowing growth
The IVF industry continues to fall short of our growth expectations. It's time to change those expectations.
F&P Healthcare: Interim result 2019
The Mexican plant continues to lower costs but a moderate flu season could curb growth.
CSL: the bear case and why we aren't worried
The development of competing therapies threatens to turn off CSL's cash fountain. Should you worry?
Thorn Group: Interim result 2019
Another lacklustre result masks considerable value in Thorn's assets.
Pressure builds for Reece
There's early evidence of a downturn in the construction industry. Reece is unlikely to be immune.
Coles Group: back up the truck?
One company became two yesterday, with Wesfarmers and Coles Group going their separate ways on the ASX. Which stock gets the gong?
Trade Me attracts takeover bid
We've considered Trade Me to be underpriced for most of the past four years. Now a private equity firm agrees.
Is Domain in Nine's sights?
Domain is in for a tough 2019 but new major shareholder Nine Entertainment is set to copy News Corporation's successful US strategy.
Servcorp: not another day at the office
Alf was his usual charismatic and candid self at the Servcorp AGM, but the clear theme was that Servcorp is facing disruption.
Taking leave of Lendlease
Problems at its NorthConnex project are another reminder of why we find it hard to recommend this construction and property group.
Adacel under a cloud
The latest profit warning from this aviation technology provider has sent its shares tumbling. Is it time to strap on a parachute?
Waiting on the Domain AGM
With Domain's annual general meeting due on 20 November, we're adopting a cautious approach before deciding whether to become more positive.
Sonic Healthcare brushes off digital dilemma
The pathology industry is about to be shaken by a more efficient healthcare system, but Sonic has the high ground.
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