Packer's Consolidated Media
Are James and Lachlan trying to pull an 'Alan Bond'? And what are the Packer family's last remaining public media assets actually worth?
Income securities arbitrage
The prices of income securities continue to head south while the corresponding shares head the other way. It may not make much sense, but it does offer an opportunity.
Danger remains in office trusts
Prices in Australia’s listed office property sector haven't been this low for years. But there are some very good, and worrying, reasons for that.
Sigma sets some new targets
The final results were notable for much higher debt levels and a very specific profit forecast. But there’s little evidence things are getting worse, despite a down-in-the-dumps share price.
Last chance for a Roc-bottom bargain?
With its stock mired in pessimism the past few months, you might imagine things weren’t going too well for our favourite small oil and gas company. But you'd be wrong.
Infomedia adds one to the list of Strong Buys
We’ve no idea if it’s Opes Prime or institutional funds but someone is desperate to sell. Whatever the reason, there’s been some heavy selling of Infomedia shares of late.
Taking a Little look
This small company has a great brand and some ambitious expansion plans. At today’s high price, they will need to pay off – and some recent clues suggest they might.
The BT float - three months on
We suggested you avoid BT Investment Management’s recent float. But with the stock having fallen 41% since listing, are we getting more interested?
An empire under Crown
Even in tough times, gambling is a profitable business. But when you're trying to parlay your local operations into a world-spanning empire, you're placing far bigger bets.
Mortgage Choice offers value
The business model is under scrutiny and the share price is down in the dumps. But we think the future for this mortgage broker is much brighter than many are predicting.
AUWfully interesting times
Australian Wealth Management has been hit hard in the recent stockmarket falls, but it has predictable, recurring revenues and fat margins. It looks to us like the baby is being thrown out with the bathwater.
Throwing the book at Macquarie
There are a number of ways you can look at Macquarie, but based on its shareholders’ equity and the returns it makes on that equity, the shares are looking cheaper than ever.
Hardly normal times for Harvey Norman
Despite a first-class interim profit result, skittish investors have sent Harvey Norman’s share price down 50% in three months. That looks like a major overreaction to us, and the Harveys themselves would seem to agree.
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