Wanting, but waiting, to buy Commonwealth
Management is performing a juggling act – trying to sound reassuring while warming investors up for a dividend cut and tough times ahead.
Cyclical Leighton back on the radar
We’ve made good money from this dominant, well-managed business over the years; we’re limbering up for another opportunity.
MMC Contrarian - wind it up and give us back our 66.4 cents
The consensus suggests this investment company is a flea-bitten dog, with rabies. But that’s precisely why it’s presenting a good opportunity.
AWM clawed by its auditors
While management has made a number of missteps this past year, the proposed merger with IOOF gives it another chance to work its cost-cutting magic.
Great Southern's mangled TREES
Our positive recommendations on TREES2 and TREES3 have been expensive mistakes. But, with the company still having a decent chance of survival and these securities offering spectacular returns if it does, now is not the time to be selling out.
Fantastic gets boost from Ruddbank
Furniture retailer Fantastic Holdings needs a big second half to meet its forecasts – and it looks like getting a helping hand from the government handouts.
Wesfarmers slashes its dividend
Eighteen months ago, we warned that: ‘Lower commodity prices, weaker economic conditions, and the high debt Wesfarmers will take on acquiring Coles are all big risks to Wesfarmers’ profitability.’ Now management has cut the dividend and has launched its second capital raising, there’s light at the end of the tunnel.
Recession investing: Four stocks to sell
If there’s a recession on the way, times are about to get very tough for some businesses. It’s time to press the ‘eject’ button on these four stocks.
Westfield feels the pinch
Yesterday’s profit downgrade wasn’t a shock, but it does prove even the best businesses aren’t immune from this downturn.
Tatts enters The Confessional
We’ve become less comfortable with the valuations of Tatts’ various businesses. After totting them up, we’ve got some explaining to do.
Infomedia disappointing but cheap
With a moderate profit warning announced yesterday afternoon, we’re officially labelling this electronic parts catalogue producer a ‘gunna’ company.
New products to defy downturn at ARB
If your brand of value investing involves buying great companies at reasonable prices, the shares of ARB Corporation are worth a close look.
Wesfarmers crying out for cash
Cutting the dividend seems to be a last resort for many companies. But Wesfarmers needs cash, and slashing the dividend is really only the first step of several it should take.
Bargain on offer at Select
Select Harvests has been having a tough time of it, but that’s agriculture. The current price looks cheap even if things stay bad forever.
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