BBI EPS - silly name for a speculative punt
This income security is an orphan, the by-product of a doomed marriage and an eyesore to most potential adopters. That’s exactly why we’re taking a closer look.
Corporate action at Corporate Express?
We don’t go chasing takeover rumours. But we like this stock anyway, so there’s no harm in the fact that others seem to as well.
Australian Wealth mauled by the bear
AWM’s share price, buoyant before its latest acquisition, has lately resumed its swan dive. That’s enough for us to upgrade again, despite a few misgivings about the acquisition.
Packer and Stokes find another Bondy
After offloading part of their media empires to private equity, Kerry Stokes and James Packer have cash to burn – which is just what we’re afraid of.
Cash up for classy Cochlear
As one of Australia’s finest companies, Cochlear’s shares are never in the bargain basement. But, like its famous ear implants, you get what you pay for.
Flame still burns at Harvey Norman
JB Hi-Fi seems to be stealing a march on the technology-loving youth market, but Harvey Norman has prospered before in tough times.
Don't spoil our Roc Oil!
We’ve supported this company for many years, but we’re terribly disappointed by the large, dilutive acquisition the board wants to make.
Looking beyond Ten's ups and downs
Ten’s profits are suffering at the moment, but is that due to short-term cyclical factors or the permanent arrival of competition from new media? It looks like the former at the moment, but the market’s giving us a fat margin of safety in case we’re wrong.
Profits soar at Flight Centre
This travel business has gone from strength to strength over the past 18 months. Just ignore the stock price and focus on the prodigious profits.
Aristocrat at home abroad
The world’s two largest poker machine manufacturers have blamed stagnant performance on slow replacement programs by casino operators. But a closer analysis reveals tougher competition is also having an impact.
Folly brings Transurban unstuck
This company is the latest to join a growing list of highly-geared former market darlings on the receiving end of a stockmarket drubbing. The fix here is straightforward – but we won’t be holding our breath.
Fisher & Paykel down, not out
Life’s been tough recently for this kiwi appliance maker and finance company, but it’s been battling valiantly.
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