TPG on the front foot
TPG Telecom has been taking the game to Telstra over the past few years, and it looks like it will have the upper hand for a while yet.
Don't get hooked on Tassal
A great product doesn’t always make a great company – and the weather isn't making aquaculture any easier.
Gold miners roundup and results
The gold price is falling, dragging the share price of miners lower. Yet their latest results don't justify the pessimism.
BHP: smaller is better
The world's largest miner will soon split into two businesses. Gaurav Sodhi explains what this means for the new-look BHP and its progeny.
Cochlear factory tour
We went behind the scenes at the world's top maker of bionic ears. Here's what we learned.
Transpacific offers attractive odds
There's plenty of upside for earnings if CEO Bob Boucher can improve the performance of this waste management company but, with the balance sheet restored to health, the damage should be reasonably well contained if he fails.
Boring into Orora
Newly spun out of Amcor, Orora is a desperately dull business but that, explains Gaurav Sodhi, is what makes it interesting.
Small stocks update - Part 2
Following last years' small stocks reports, Greg Hoffman updates on eBet, Wilson HTM, Jumbo Interactive, Vision Group and Real Estate Corp.
Oroton: Result 2014
This leathergoods retailer reported one of the most impressive retail results of the recent reporting season, but risks are beginning to mount.
Small stocks update - Part 1
Greg Hoffman follows up on two smaller stocks reports from 2013, starting with Mirvac Industrial, Gage Roads Brewing and Swick Mining Services.
Mining services roundup: Results 2014
Despite lots of red ink and pessimism, there are bright spots in the troubled mining services sector.
Trade Me builds for a bright future
This NZ internet company combines elements of REA Group, Seek, Carsales and eBay, and it's available at a reasonable price. Penetration is already high, but Trade Me is increasing the value it adds, and that should eventually flow through into prices.
IRESS: Interim result 2014
The omens are good for this financial software company, with its fast-growing business overtaking the one that's shrinking.
Austbrokers and Steadfast: Results 2014
Australia’s two largest listed insurance brokers recently showed they could increase profits without higher policy prices, much to the relief of investors.
FSA Group: Result 2014
FSA’s core business has lost some market share, but the new lending divisions are picking up the slack.
NIB Holdings: Result 2014
Its latest annual result was disappointing but regulatory changes are already benefiting Australia's only listed health insurer.
Supermarket superwars - Part 2
The threats are mounting but Woolworths is well placed to cope. Nathan Bell explains why it remains one of Australia’s best businesses.
Retail round-up: Results 2014
The retail sector has released some decent results – but one swallow doesn't make a summer.
Call 1300 880 160
Start a chat
Schedule a call
