Turning off the tap at GWA
With renovation activity set to weaken, we’re not convinced the downturn is fully factored into GWA’s share price.
A GPT confessional
We were broadly right with our views of the property trust sector. But in the aftermath of its implosion we have been specifically wrong in the case of GPT.
Macquarie result in preview
All eyes will be on Macquarie’s upcoming interim result. Here’s what we expect to see.
Westpac increases profit - for now
There wasn’t a lot of big bad news in Westpac’s latest results, but there was still plenty to worry about.
Déjà vu at Aristocrat
With no one in charge and four profit warnings and counting, we wonder how bad things can get for Aristocrat. We only have to go back to 2003 for a clue.
Fantastic goes back to the future
The managing director of Fantastic Holdings has seen a tough retail climate before. And he’s behaving exactly the same way as last time.
Market mauls STW
The risks have increased at this company, although management’s tone is at odds with the market’s pessimism.
Wal-Mart shows Brambles who's boss
The short-term impact of CHEP’s new deal with Wal-Mart may be small, but the long-term impact is huge.
What's in store for Harvey Norman?
With a vigorous competitor, struggling international operations and a slowing local economy, Harvey Norman is doing it tough. James Greenhalgh addresses these key concerns.
ANZ keeps eye off the ball
As expected, the latest numbers from ANZ weren’t pretty. But shareholders may have more to worry about with the bank’s expansionist management team.
Platinum has the rights touch
Platinum Capital's rights issue is sending a clear message - international stocks are cheap.
NAB puts spin on a poor result
Perhaps the share price went up because investors were expecting worse. But there was plenty to worry about in the latest result from NAB.
Developers on their knees
Australian property developers are notorious for spectacular bankruptcies during recessions. But if you can pick the survivors, buy at a large discount and avoid being diluted, the rewards can be huge.
What's Commonwealth Bank worth?
It’s the crucial question to answer, but investors don’t get much to go on. Here’s our research director’s attempt to reach a conservative valuation range for Australia’s biggest bank.
Struggling PBL Media weighs on CMH
Private equity debt is suffocating Channel Nine, but this media group’s bigger and better assets are still performing well.
MMC's compelling buyback
We think that all MMC Contrarian shareholders should consider participating in the current buyback. It makes sense to do so whether you’re a keen seller or not.
Oil stocks crudely priced
A few months ago we said we wouldn’t be looking too closely at resource companies from now on. But the opportunities in mid-tier Australian oil stocks are just too good to ignore.
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