AMP: A case study in (the perils of) valuation, Pt II
AMP's shareholders have a right to be angry and confused. Angry at the board's lack of accountability and confused because the company stands at a strategic inflection point.
Challenger Wine working through its hangover
Any stock with a yield of more than 27% is likely to draw attention. But, as that number implies, there are substantial risks for owners of this stock.
Santos: An unconventional truth
Santos has hitched its growth firmly to the LNG camp. Unfortunately, it's not the only one.
AMP: A case study in (the perils of) valuation, Pt I
With a potential ‘company transforming deal’ on the table, the time seems right to re-examine AMP; a stock we’ve – thankfully – left on the shelf for several years.
Time to eject from Australian Infrastructure Fund?
Despite a 37% total return since our initial upgrade, Australia Infrastructure Fund’s recent shoddy treatment of small securityholders means it might be time to cut our journey short.
Prime Infrastructure's pipeline predicament
Yes, it's complicated. But this synopsis of the resolution of a pricing dispute is as clear as we can make it without more details from the company. The downside is still limited but now so is the upside.
Amcor repackaged
This global packaging giant fails the business quality test but management’s stewardship deserves an ‘A’ for effort.
Dumb questions for Intelligent Investors - Westfield
A video presentation on Westfield Group by senior analyst Nathan Bell.
Fisher & Paykel Healthcare's healthy diagnosis
High returns on capital, shareholder-friendly management and great growth opportunities. So what’s the catch?
Macquarie transformed by crisis
While its future is likely to be less profitable than its past, Macquarie's magic isn't totally gone; a recent canny deal highlights the group's flexibility.
Westpac and NAB near upgrade territory
The latest results are in from two of Australia's big banks. Investors have sold the stocks down sharply and we're getting much more interested.
Cue Energy: Ready to roll
This small oil and gas company has inglorious finances and humble assets. So could it become the best performing stock of the year?
Corporate Express clams up
Yesterday’s trading update from Corporate Express, likely the last it will ever have to publish, was unacceptably short on crucial information for shareholders who have a big decision to make.
Around the world with Magellan Flagship
For most of us, our futures are firmly hitched to Australia’s economic wellbeing. But should you keep all your financial eggs in this potentially fragile basket?
Elders felled by forestry writedown
Bad news keeps coming for the slimmed-down rural conglomerate Elders. Is the 70% share price decline since last August enough to overcome the company’s uninspiring track record?
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