Honing in on Henderson
This funds manager offers diversification and a reasonable price tag, but a complex structure and a history of writedowns don't inspire confidence.
REA profits go through the roof
The country’s leading property website continues to go from strength to strength, as it squeezes more and more from its pool of paying agents. But on a PER of 36, is it too expensive?
BHP on the edge
The soaring profits may be diminished but Gaurav Sodhi finds plenty to entice inside the world’s biggest miner.
Oroton gets a handbagging
Shares in this retailer of smart leather goods were smashed last year when Ralph Lauren took back its licence, but what remains is an attractive business.
SAI's post-binge indigestion
The core standards and certification businesses are going well but rapid, acquisitive growth in SAI's compliance division has led to internal rumblings.
Fair winds blow for Magellan
This high-quality fund manager has seen its funds under management treble over the past year and its shares have done even better, but it’s not overpriced.
On pipelines and poles
Investors of income and chasers of yield beware: pipeline operators might not be the lucrative hunting ground they appear to be.
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