A high Calibre float?
If you can get Calibre stock from your broker, you might make money. But don’t hold on to this risky, iron-ore dependent business for too long.
AWE: BassGas costs balloon (again)
Gaurav Sodhi explains whether a second cost blowout at BassGas affects this long-standing, and so far poorly performing, recommendation.
Treasury: A tale of two managers
One of Treasury’s laggards is scoring quickly but a former star performer is losing form. James Greenhalgh investigates what it means for this boutique fund manager.
GPG: Profiting from a breakup
GPG’s key asset is being valued at almost nothing but it’s almost certainly worth a fair bit more than that. Gareth Brown explains the case for buying in.
Alumina: For the bold and the patient
Aloca’s quarterly results confirm the industry is suffering. Amid gloom and fear, Gaurav Sodhi restates the case for Alumina.
Coal: A dark future ahead?
Falling coal prices often indicate a good time to buy coal miners. Gaurav Sodhi, via Mongolia and America, explains why this ageing industry is one to avoid.
Red flags waving for Metcash
Metcash’s debt levels were already too high. The recent result confirmed it and highlighted other problems. James Greenhalgh explains the reasons for the downgrade.
Sun rises on Billabong wipeout
After wiping out a lot of investors, Jason Prowd makes the case for paddling out and riding the Billabong wave once more.
IRESS: Does fear bring opportunity?
Market sentiment has turned against IRESS, and with it may come a buying opportunity. Jason Prowd investigates.
Cue Energy goes dry
The investment thesis hasn’t worked out, but the stock looks cheap. Should investors hold or sell?
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