Time to eject from Australian Infrastructure Fund?
Despite a 37% total return since our initial upgrade, Australia Infrastructure Fund’s recent shoddy treatment of small securityholders means it might be time to cut our journey short.
Prime Infrastructure's pipeline predicament
Yes, it's complicated. But this synopsis of the resolution of a pricing dispute is as clear as we can make it without more details from the company. The downside is still limited but now so is the upside.
Amcor repackaged
This global packaging giant fails the business quality test but management’s stewardship deserves an ‘A’ for effort.
Dumb questions for Intelligent Investors - Westfield
A video presentation on Westfield Group by senior analyst Nathan Bell.
Fisher & Paykel Healthcare's healthy diagnosis
High returns on capital, shareholder-friendly management and great growth opportunities. So what’s the catch?
Macquarie transformed by crisis
While its future is likely to be less profitable than its past, Macquarie's magic isn't totally gone; a recent canny deal highlights the group's flexibility.
Westpac and NAB near upgrade territory
The latest results are in from two of Australia's big banks. Investors have sold the stocks down sharply and we're getting much more interested.
Cue Energy: Ready to roll
This small oil and gas company has inglorious finances and humble assets. So could it become the best performing stock of the year?
Corporate Express clams up
Yesterday’s trading update from Corporate Express, likely the last it will ever have to publish, was unacceptably short on crucial information for shareholders who have a big decision to make.
Around the world with Magellan Flagship
For most of us, our futures are firmly hitched to Australia’s economic wellbeing. But should you keep all your financial eggs in this potentially fragile basket?
Elders felled by forestry writedown
Bad news keeps coming for the slimmed-down rural conglomerate Elders. Is the 70% share price decline since last August enough to overcome the company’s uninspiring track record?
Dumb questions for Intelligent Investors - Newcrest Mining
A video presentation on Newcrest Mining by resources analyst Gaurav Sodhi
Silver Lake Resources: The gold standard
This young company has impressed us with a strong operating and exploration record. Excellent exploration results and lots of inside ownership suggest there is more to come.
Integra Mining's trump card
Many wannabe miners stumble at the last hurdle; operating their mine. Integra Mining is about to start producing its first asset, and it has a trump card up its sleeve.
Catalpa makes the grade
It is the gold sector's own Cinderella story; Catalpa's low grade operation struggled for years to get funding. Now, months away from full production, the mine that no one wanted to fund will start life as one of the highest margin new mines in the country.
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