Macquarie: More capital, Guv?
The world has turned against Macquarie Group and its management appears to be in denial.
APA's final transmission
Despite our long association with APA Group, heightened credit risk, an increasingly complicated operating structure and aggressive management have prompted us to cease coverage.
Shareholders get tough on Timbercorp
Timbercorp shareholders vented their frustration at the company's recent annual meeting. That's understandable. But assessing the value is the real task at hand.
Westpac SPS II offer
Westpac may be the latest big bank to ask its shareholders for more money but it won't be the last.
Oil price punishes Roc
Both sides of the risk/reward proposition have expanded in recent times for investors in this small oil company.
Goodman's poor quality product
We should have downgraded when we said we were going to last December. Despite Goodman Fielder’s share price falling 24% on another poor result, it’s time to bite the bullet.
Profits tumble at Treasury Group
Lower revenues and fixed costs mean Treasury Group’s suite of fund managers are suffering. Accounting changes have also spooked the market, but that doesn’t obscure the value.
Westfield takes it on the chin
Short-term pressures will knock Westfield’s performance and distributions. But with most of its competitors struggling for survival, it should emerge stronger than ever.
Perpetual down but not out
In the first of a two-part series, we look at the transformation of fund manager Perpetual under David Deverall. While its financial position may have changed for the worse, its core business thankfully remains intact.
Income securities update
It has been a wild ride since our income securities special report. With interest rates collapsing and numerous capital raisings, do our recommended income securities still stack up?
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