Time to wager on Crown
Concerns over capital expenditure requirements and the impact of a Chinese corruption crackdown have created an opportunity in this casino icon.
Aristocrat: Interim result 2015
After completing its acquisition of VGT, this pokie maker is firing on all cylinders.
OzForex: Result 2015
This international payments business is winning new clients - but it's having to pay heavily for them.
Is Magellan's growth slowing?
An outflow of institutional funds has raised concerns that Magellan's growth may be stalling - but there are better reasons to be worried.
Cashing in on Amalgamated
After producing returns over the last two years that a growth investor would be pleased with, is it time to sell Amalgamated?
Will Santos raise equity?
The market is concerned Santos will need a cut-price capital raising. How real is that fear, asks Gaurav Sodhi.
STW Communications under review
The share price of Australia's largest marketing communications group has fallen 45% since we downgraded. It's time for a closer look.
Amalgamated hits the heights
Amalgamated has made excellent returns since we upgraded it two years ago but what should you do now?
Argo launches infrastructure LIC
Argo Investments has launched a new infrastructure LIC, but we're happy to wait for a better price.
What to do with South32?
South32 has made an underwhelming sharemarket debut. What should investors do now?
Sirtex trial better than expected
When Sirtex released the preliminary results of a major clinical trial a few weeks ago, investors fled - but new data suggests it wasn't so bad after all.
Hansen takes on Europe
Hansen's latest savvy acquisition expands its European presence and telco service.
Westfield 2014 AGM
After attending the inaugural AGM of Westfield Corp yesterday, here are our comments.
ResMed's heart failure trial disappoints
A disappointing clinical trial result has wiped some shine from ResMed's share price but the case to Hold remains.
ResMed's heart failure trial disappoints
A disappointing clinical trial result has wiped some shine from ResMed's share price but the case to Hold remains.
Keeping a lid on InvoCare
This funeral services director is trying to replicate its local success overseas, but the price is just too steep.
Transpacific CEO resigns
Bob Boucher's experience was a key reason behind our investment case, but despite his resignation we're taking a wait and see approach.
Add oOh!media to your watch list
While TV and print ad revenues are being savaged, one part of the ad market continues to grow nicely. Gaurav Sodhi introduces oOh!media.
Transpacific: CEO Bob Boucher resigns
Bob Boucher's experience was a key reason behind our investment case, but despite his resignation we're taking a wait and see approach.
Woolworths falls further behind
There was plenty of good sense in Woolworths' strategic review, but its latest results show it is losing ground fast and more radical action is needed.
BHP approves South32 float
BHP shareholders have approved a scheme to split the company and float a new business, South32. Is it any good?
NAB: Thorburn doing a good job
NAB's interim result wasn't great, but the focus right now is a raft of other announcements designed to exit the UK and fix the company's balance sheet.
Macquarie Group: Annual result 2015
Macquarie has posted its best quality result since the GFC but, as Nathan Bell explains, its current valuation leaves no room for error.
NAB: Interim result 2015
NAB's interim result wasn't great, but the focus right now is a raft of other announcements designed to exit the UK and fix the company's balance sheet.
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