Credit Corp's crisis
CEO Geoff Lucas geared up his company and then geared himself into it. Then the share price crashes, Geoff gets a margin call and value investors get an opportunity. Or do they?
Latest moves at Soul Patts and Brickworks
Brickworks' value has been confirmed by a recent land sale, while Soul Patts' troubled listed satellites are trying to 'get big or get out'.
Cochlear's short term pain
Sent to the 'sin bin' after its recent half-year result, this bionic ear manufacturer is actually laying the foundations for a more prosperous future.
Emeco, the Coates Hire of mining
This is another private equity float that has suffered a big price fall. It could be interesting in the future but it's not cheap enough yet.
Is IAG a value investor's dream?
With great brand names, a PER of 11 and an 8.1% fully franked dividend yield, does IAG offer great value or is it a value trap?
Cyclical conundrum at Computershare
This is a company that we'd love to own again. With profits rocketing and a share price that's fallen 32%, is now the time to dive in?
Credit crunch eats Perpetual's lunch
Under MD David Deverall, Perpetual’s growth strategy looks shaky but its core business remains first class. The credit crunch offers an opportunity we've been waiting for.
Asciano and the audacity of hope
This business holds lots of promise and may well go on to bigger and better things. But the traps are baited and ready to snap.
Rolling Macquarie loses its Moss
Allan Moss, CEO for almost 15 years, has announced his retirement. It had to happen one day, but that doesn’t make it any more pleasant.
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