Weighing the value in Soul Patts
With a share price 25% below the market value of its underlying assets, there’s a superficial argument for upgrading. Gareth Brown explains why we're forgoing the opportunity.
Kingsrose Mining's thorny crown
After a splendid start to life, Kingsrose has hit problems in Sumatra. With the share price down 22% since our initial speculative buy, is this a threat or an opportunity?
Would Warren Buffett buy CBA?
On paper, Commonwealth Bank and Wells Fargo share many features. Here, Greg Hoffman examines the comparison.
GPG: Under the hammer
With the share price up 25% since our initial buy recommendation, the partial liquidation of this investment company is travelling to plan.
Brickworks deconstructed
This investment group’s assets are valuable and mostly tangible. But is it still cheap enough to deserve a positive recommendation?
A still-tempting ALE
Don’t be too concerned by the talk of hedging strategies and capital raisings. This pub landlord offers unusual and attractive attributes for income investors.
ANZ, Asia and accounting shenanigans
It’s steady as she goes for ANZ. At least, that’s what management would have us believe, explains guest analyst and Intelligent Investor chairman Greg Hoffman.
Billabong's road to recovery
Profits have collapsed, but a nascent turnaround is underway. What can we expect from a recovery? Jason Prowd goes searching for answers.
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