Blackmores' unhealthy competition
Since the demise of Pan Pharmaceuticals in 2003, Blackmores has enjoyed unprecedented health. But it hasn’t gone unnoticed and there’s an array of competitors lining up to share in the wealth.
Suncorp preference share offer shines
With a yield of close to 11%, this is the first new income security to catch our eye in a long, long time.
Platinum against the planet - Part 1: History and background
A little over a year ago we published ‘Woolies against the world’. Now we’re giving Platinum Asset Management the same treatment by lining it up against two of the world’s finest fund managers. Prepare yourself for some surprises in this five-part series.
Platinum against the planet - Part 2: Management and investment style
In the first part of our comparison of Platinum, Legg Mason and Schroders, we looked at how the companies got to where they are today. Now we’ll examine their management and investment styles.
Platinum against the planet - Part 3: Clients and distribution
In the third part of our series comparing Platinum with two international fund managers, we examine the companies’ clients and how they market their products.
Platinum against the planet - Part 4: Performance of flagship funds
In the fourth part of our series, we’re getting to the heart of the matter – how are the companies’ funds performing?
Platinum against the planet - Part 5: Financials, valuation and conclusion
In this, the final part of our series, we offer a few critical statistics to highlight the differences between Platinum, Legg Mason and Schroders.
Westpac to pay more for St George?
Westpac’s bid for St George is still on track, and at the moment it’s not budging on the price.
Investors foreclose on RHG
RHG has been a truly horrible investment but it is now being priced as if it were certain to go broke, something that we think is unlikely.
NIB under observation
NIB set pulses racing when it became the first private health insurer to list on the Australian Stock Exchange, but recent budget changes have put the stock in the emergency ward. Our diagnosis suggests opportunity.
The news on Fairfax and APN
Time heals many wounds, but not necessarily our reservations about the future for newspapers. Fairfax, in particular, has been working hard to distance itself from its iconic metropolitan titles, but it may not be enough.
Ambitious Calliden must start delivering
This small insurer still looks good value on an asset basis, but for an investment to work out management will need to make its recent acquisitions sing.
St George shows a soft underbelly
The credit crisis has left St George vulnerable, and Westpac has been the first to ride in with a ‘merger’ proposal.
Retail property trusts feel the pinch
Australian consumers have been keeping their money in their pocket (or mortgage) recently, but that’s only part of the problem for retail landlords.
Bad debts lop Timbercorp's profit
The vast majority of Timbercorp’s tax-inspired sales are made in the second half of the financial year, but this year’s first-half result still contained some useful information for shareholders.
Confessions of an aeroholic
It's been hard for us contrarians to ignore the massive share price declines of Australia's airline stocks. If it was any other business, we'd probably be loading up. But airlines are a uniquely difficult business.
Seek looking for alternatives
Seek is one of Australia’s most successful internet companies, but this success is attracting competitors and the company is looking for new ways to increase profits.
Good and bad in NAB result
The latest half-yearly report from NAB has been widely lauded, but we’re harder to please than most.
Westpac and St George to join forces?
Westpac has surprised the market with news that it has approached St George for merger talks.
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