Rio takes bat, ball and goes to BHP
After exhausting all other options, Rio’s board has finally got a deal that makes sense for shareholders.
Here's to Cochlear
Cochlear’s performance has more than justified its premium price tag over the past decade. Absent a cure for deafness, we believe today’s lofty price will appear reasonable with hindsight.
Mortgage Choice makes an exit
A new and more aggressive chief executive suggests there could be a deal in the wings for Mortgage Choice. But the commission cuts imposed by the banks aren’t going away any time soon.
Bouquets for Bongard at Fisher & Paykel
From a difficult position, this company’s management has pulled a couple of rabbits out of the hat.
Corporate Express set to be devoured?
We went to the recent Corporate Express annual meeting to begin assessing its new managing director. But will we own the stock long enough for it to matter?
Woolies justifies high expectations
Woolworths is one of Australia’s finest businesses and we’d love to own it at the right price. So with the share price falling 28% from its Dec 07 high of $35.05, is it time to back up the delivery truck?
Macquarie SPP goes to plan
This share purchase plan has worked out perfectly for those who participated. We can only hope the others we're involved in follow suit.
Putting Roc and Tap on Hold
One of these small oil stocks has been a long-term disappointment. At least the other has been a short-term winner.
Platinum springs a leak
The steady decline of Platinum’s funds under management over the past two years has been frustrating – and the 2009 distribution will see another $1bn drain away. Strong fund performance hasn’t yet led to significant inflows, but we’re confident they’re coming.
The Ideas Lab: GrainCorp follow up
The structure of the upcoming share purchase plan isn’t ideal for us new, small shareholders. But it could still make for an intelligent speculation.
The Ideas Lab: Ausenco SPP
For those interested in cheap optionality, here’s another opportunity to consider.
The Ideas Lab: International All Sports
While much riskier than our GrainCorp trading idea, International All Sports is a worthy entrant into <i>The Ideas Lab</i>.
Final update on Macquarie plan
It’s time to get out the chequebook or warm up the BPay facility for those participating in the share purchase plan.
Harvey Norman dodges a bullet
While consumer electronics retailers around the world crumple, Harvey Norman is deftly sidestepping the carnage. Only its Irish business is bleeding, but trigger fingers are still itchy.
GPT promoted to the watchlist
We recently ceased coverage of fallen angel GPT Group as high debt levels and falling property values threatened its status as a going concern. Today, with a new chief executive and more capital in the can, it’s back on the watchlist.
GrainCorp first into: The Ideas Lab
In this new, occasional section of the publication we’ll be discussing quirky and sometimes speculative situations with a value investor’s eye. It’s not everyone’s cup of tea but, if it’s yours, please enjoy.
Call 1300 880 160
Start a chat
Schedule a call
