ResMed: managing costs to stay ahead
Competition is no friend of ResMed, but the company has an ace up its sleeve: cost-cutting.
BT bites IOOF
IOOF has matched BT's new cheaper offering, but at a cost to margins and not before $400m walked out the door.
AMP offloads non-core assets
AMP is finally selling its life, NZ and mature businesses, but weak flows shows challenges remain for its wealth division.
Is Ramsay Health Care a property play?
Ramsay's real estate holdings are worth billions but selling them would be a mistake.
Three strikes for InvoCare
This funeral provider has reported its third profit downgrade for the year. The market's taking it in its stride but there's still too much optimism baked in.
Sydney Airport: a lesson in relativity
Sydney Airport has ballooning debt and trades at a premium to most airports. Here's why neither matters.
Recentering Scentre
With Scentre Group's retail mix changing, we're adjusting our growth expectations.
Wesfarmers sends Coles documents
Assuming shareholders vote in favour, Coles Group shares will list on the ASX on 29 November. Look out for an analysis of the supermarket group shortly.
Weight watching in the banking sector
Value is emerging in the banking sector, but it's as important as ever to control your exposure.
Domain's problems with print
A high exposure to the Sydney market, as well as print advertisements, is hurting Domain Holdings, Fairfax Media's main business.
Westpac yields an opportunity
Weaker prospects present an opportunity for investors with a long-term horizon.
Fortescue: options and opportunity
The market is pricing a variable outcome with dead certainty. There's opportunity here.
Virtus Health's share price falls
With decent growth prospects and plenty of free cash flow, there's a lot to like about this IVF provider.
Clever bid tactics to snare Navitas
A private equity-led consortium has bid $5.50 a share for education provider Navitas. The involvement of the company's former managing director means the bid is likely to succeed.
iCar on track
The Asian car classifieds company's Malaysian business has reached breakeven and the group remains on target to reach EBITDA profitability by the end of 2019.
News Corp: the ultimate barbecue stopper?
It's been a tough five years for News Corp. But it's the two most popular conversation topics at your Sunday afternoon barbecue that will determine the company's future.
NextDC bids for property. Again.
A few years after spinning it off, NextDC is buying back Australia Pacific Data Centres.
Monash IVF loses one too many chiefs
Monash has lost another key staff member and we've lost our patience.
Inghams: Bulls, bears and chooks
With short interest in Inghams high, we take another look at one of the most hated stocks on the ASX.
Vicinity's garage sale continues
Vicinity Centres and Shopping Centres Australia are each getting something from this transaction between them.
Douglass swaps roles at Magellan
The share price is up 8% today on the back of changes in management.
Primary Health Care: a finger for every pie
Primary's recent purchase of a day hospital operator is an old strategy with some surprising benefits.
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