Pressing the button on IT stocks—Pt 2
In part 1, six IT services stocks made it on to the watchlist. James Greenhalgh narrows the list down to three worthy of further research.
IAG: Little reassurance
After making a total return of 18% since the initial purchase, Nathan Bell explains why he’s downgrading IAG and selling it from the income portfolio.
Alumina: Down then up?
With alumina prices tumbling and Alumina’s share price following suit, Gaurav Sodhi re-tests his investment thesis. Is it still a buy?
BHP: Where the pigs fly high
Chinese steel producers are diversifying into pork and organic vegetables, which means all is not well in the industry. Gaurav Sodhi examines the case to sell.
Woolies Notes II at the checkout
If you were lucky enough to get stock in this popular float of late 2011, now’s the time to consider selling. Gareth Brown makes a (qualified) case to Sell.
Aristocrat starts to pay out
The annual meeting confirmed that the turnaround is on track. But a change of balance date muddies the waters.
A golden wager on Azumah
This stock will either be worth multiples of the current price or nothing at all. Gaurav Sodhi explains how to play your hand.
ALE Property: Down in one
ALE offers a 7.7% yield, with the potential for more, and inbuilt protection against inflation. Gareth Brown uncovers the ingredients to this attractive brew.
Newcrest Mining: When down means up
A second production downgrade has caused the share price to fall and our interest to rise. Gaurav Sodhi explains.
Tide going out at Perpetual
The market is anticipating a successful turnaround but this fund manager is struggling against a tide of fund withdrawals.
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