The basics of Brambles
Our thorough review of this blue chip proved enlightening, though not immediately rewarding.
Perpetual's lost decade
Now that Perpetual’s share price is back to 2000 levels, the bull market has been well and truly expunged. In this second instalment of our review, we look at what’s ‘normal’ for a company that must cope with Mr Market’s euphoric highs and desperate lows.
Treasure MAp
Macquarie Airports looks cheap. But investors need to prepare themselves for a turbulent few years.
What's Lend Lease worth?
Despite operating in a notoriously cyclical industry, Lend Lease’s conservative gearing could turn the recession into a rare opportunity. But what’s the company worth?
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.
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