Ainsworth: AGM 2014
Ainsworth's share price has fallen sharply after downgrading profit expectations for the first half of 2015. But it looks like an overreaction.
ResMed Buy price raised
Things are on the up for this provider of treatments for sleep disordered breathing and we're raising our Buy price.
Ainsworth Game Technology: AGM 2014
Ainsworth’s share price has fallen sharply after downgrading profit expectations for the first half of 2015. But it looks like an overreaction.
Who wins in a debt crisis?
Not all debt collectors are created equal and, with a newly listed player, it’s time to separate the wheat from the chaff.
Last drinks at Echo
This stock has been a classic contrarian play, producing a 48% return in barely a year. But with Mr Market regaining his senses we're moving on.
Computershare struggles for growth
This share registry business has been helped out by merger synergies and the lower $A, but real organic growth remains elusive.
NZ's electric opportunity - Part 1
The problems afflicting other energy markets are less severe in New Zealand. In this two-part series, we ask why.
On the scent with iSentia
Our view of iSentia's business has improved following a meeting with management, but we'd need a cheaper price before buying.
Gold falls, miners plunge
After a brief recovery, the gold price has again plunged taking miners with it. What now for our beleaguered gold portfolio?
Ainsworth spins the reels in Vegas
After hundred-bagging, Ainsworth Game Technology has come off the boil. Jonathan Mills senses an opportunity.
The Reject Shop: The good, the bad and the catalyst
Shareholders in The Reject Shop have had a bumpy ride. What’s changed and is there still a case for investing?
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