Keep sleeping on ResMed
ResMed has been one of Australia’s great success stories, and that’s been reflected in rapid profit growth over the years. But while the company generates a lot of cash, it spends it almost as fast.
Buying the STW story
A battered share price and a bruised ego won’t stop us from upgrading when we see value.
Roc's lucky failure
If you ever wanted proof that oil exploration depends heavily on luck, look at how this group struck hydrocarbons at Massambala in Angola.
Telstra on track
Telstra's recent results showed some good strides towards its long-term goals, but the market was unimpressed.
Servcorp floors the competition
With an owner-manager focused on 'gain tomorrow', a business model that generates excellent cash flow, and a share price that's under pressure from 'pain today' activities, this company is worth another look.
Apathy rewarded at Argo and AFIC
Only have a small amount of money to invest? Don't have the time or inclination to manage a portfolio? Or do you just keep stuffing it up? Then Argo and AFIC might be for you.
Tuning in to Ten
With the prospect of a private equity bid getting fainter all the time, this TV company's stock has been falling - which is music to our ears.
Corporate Express delivers the goods
We like this company's economics and its heads-down management team. But does the future hold even more riches for shareholders? We think so.
The chairman is gone. Long live the chairman!
MMC Contrarian has appointed a new chairman, and it looks like a step in the right direction.
MMC Contrarian's indecision
There have been plenty of insider moves at investment company MMC Contrarian lately. We’re not sure what to make of them.
Mirvac makes others' dreams come true
Mirvac has helped several property entrepreneurs realise large fortunes in the past two years. In the last of our four-part series covering the diversified property sector, we suggest you cash in as well.
Deja vu at Flight Centre
It’s happened again. Flight Centre’s second proposed deal with a private equity group has fallen through. And, like last time, we couldn’t be happier.
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