Disregard Australand's latest results
This property owner and developer had a tumultuous year, which is why the accounts, released today, are a mess. Better to focus on the story behind the numbers.
Reece: big profits from small rooms
Reece has been one of Australia’s most successful companies. But its strong market share in bathroom products retailing is attracting the attention of some threatening competitors.
News Corp outfoxes the rest
This global media company owns some irreplaceable assets. And the latest results show our most recent valuation was too conservative.
Brickworks builds value in bottom drawer
With excellent assets, little debt and sensible management, this investment company ticks many of the boxes that long term investors should have on their checklist.
Tabcorp fails to impress
Shares in this gambling giant look attractive at first glance. But those tempted by the high current yield should be aware of the many challenges and uncertainties it faces.
RHG releases good news
Today, this mortgage book owner announced a profit upgrade and a pleasing court settlement.
Time to sell Roc Oil?
Whatever confidence we had left in the company evaporated along with the 15 million barrels of oil that were lost yesterday. This recommendation has been little short of a disaster, and it's time to rethink where we stand.
Tap Oil begins to flow
For a company in the business of finding oil, Tap's exploration record has been a perennial disappointment. Will a new exploration strategy and some juicy new assets give it a second wind?
Sonic battles funds in fee fight
The Australian government plans to review pathology industry funding, but Sonic has come out fighting. While it has already knocked out several health funds, others are refusing to buckle.
Tabcorp's year of living dangerously
Even for companies, there are days when the future changes forever. For Tabcorp, the 10th of April 2008 was one of those days.
Steel sector part 2: Sims Metal Management
Australia is home to the world’s largest metal recycler. That very fact means it is a better business than OneSteel or BlueScope.
Treasury Group finds the feeling's Mutual
With one of its fund managers looking increasingly troubled, Treasury Group has taken action. The restructuring makes sense, but inflows will depend on improved fund performance.
BHP Billiton's long march to China - part 1
BHP Billiton’s management has stood on the podium, cleared its throat, and yelled ‘supercycle’ to the world. The company is sitting pretty if that scenario eventuates.
Steel sector part 1: Carnegie to OneSteel and BlueScope
History, they say, puts things into perspective. In this review, we see whether there’s still a fortune to be made in the steel business.
Pouncing on downtrodden developers
The property development sector is capable of inflicting serious wounds on investors. Careful stock selection and prudent portfolio allocation are the keys.
Building materials roundup - part 2
The final two companies of our building materials roundup both have operations in the troubled US market. But that’s about where the similarities end.
Competition is in CSL's blood
With earnings at record levels and a PER at its lowest point in years, is it time to join the CSL team?
Flight Centre's abrupt ascent
We knew the company’s previous 2010 financial year forecast – for pre-tax trading profit of $125m to $135m – was undercooked. But we didn’t quite realise by how much.
Profiting from private equity
Listed private equity stocks continue to trade at substantial discounts to their underlying asset values. But only one is worthy of your consideration at today's prices.
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