Treasury sows seeds of success
This little funds management operation has sensible management, is available at a reasonable price and is unusually diversified.
Sizing up McGuigan Simeon
It’s trading at a discount to NTA and a noted US value investor has been buying lately. Should you be following suit?
Wesfarmers sweetens Coles offer
Wesfarmers is playing hardball in its bid for Coles. Unfortunately for them, Coles shareholders don't have much to bargain with.
Cabcharge's generational shift
Expectations were high but Cabcharge's result was still very good. But will the initiatives being driven by the company's powerful big brother dilute its first-class payments business?
Opportunities in income securities
Thanks to the credit crisis, for the first time in years we’re finding opportunities in income securities. These are the ones that caught our eye.
Brambles leads with its chin
With all the chatter about stakebuilding by Toll and Asciano, Brambles was no doubt very happy to let the numbers do the talking at its recent full-year results.
Tabcorp hit by the flu
Equine influenza has laid Tabcorp low, but it’s just another problem on top of a long list for new MD Elmer Funke Kupper.
Profits propel property sector
Headline profits in the property sector are booming, but it’s distributions that count and it’s important to understand where they're coming from.
SP Telemedia changes its spots
This business is quite different to the one we recommended, so we’re not long-term holders. But sentiment seems to be against the stock at the moment and the current price doesn’t reflect its value.
Fleetwood's full spinnaker
This once staid manufacturer of caravans is enjoying fair winds from the commodities boom and the ageing population.
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