Market storm gets gnarly for Billabong
Billabong is a well-managed company and one of Australia’s most successful exports. But it has also enjoyed some fortuitous tailwinds, and they won’t blow forever.
International diversification takes a LICing
The marketing push to diversify internationally isn’t as loud as it once was, which is why contrarian investors should now be looking closely at international LICs.
FUM's down for fund managers
The severity of the market downturn has hit fund managers hard. But, after a clinical assessment of 2009 forecasts and beyond, our conclusion is clear. The sector looks excellent value.
Cash rolls in at RHG
We’ve made some mistakes with this stock in the past 12 months, but recommending it at 30 cents wasn’t one of them.
Cabcharge at a crossroads
Cabcharge’s dominance of the taxi payments industry is attracting more attention from both the media and regulators. So what are the odds that it’s about to become a victim of its own success?
Backing APN, again
The New Zealand economy is looking very sick, but this regional media business has some great assets and they’re being priced very cheaply.
Turn on the TELYS3
Seven’s TELYS3 provide a perfect example of market inefficiency. It offered too little reward for the risks involved when it was issued in 2005, but offers ample reward for very little risk now.
GPT caught in a bind
Securityholders left GPT’s annual meeting in May thinking everything was hunky dory. Nine weeks later the group is in turmoil.
Plot thickens for Seven and CMH
Rumour has it that Seven has taken a stake in CMH. If so, it highlights our concerns about management.
ASX faces the AXE
Business quality gets less coverage than price, but it’s just as important in the value equation. Here we put ASX to the test.
Fantastic's careful juggling act
With a downturn underway, it might not seem like an ideal time for a furniture retailer to expand – or for investors to buy its shares. But going against the crowd often pays dividends in the long run.
First cut the deepest for Mortgage Choice
All the major banks have now cut their mortgage broking commissions, but the cuts have generally been smaller than Westpac’s trailblazing reductions.
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