Wesfarmers makes its own luck
Following the acquisition of Coles, booming coal prices will provide cash flow at just the right time for Wesfarmers. But turning around the retailing giant will be a hard slog.
Recounting the assets at Charter Pacific
This beaten down stock still trades at a discount to intrinsic value. So why aren't we positive about it?
Aristocrat spins the reels
This poker machine manufacturer has met some challenges in its past, but it’s always come back bigger and stronger than before. This time around the company’s taking on a pile of debt, but it’s better equipped than ever.
David Jones falls back to earth
Retailers big and small are feeling the effects of consumer belt tightening. Investors are also lacking confidence, and that’s just the way we like it.
OFG cheap at half the price
It’s been out with the old and in with the new in the Over Fifty Group boardroom, but so far the changes have done little for shareholders.
DEXUS pays the RENTS
Using catchy names for income securities was a fad whose time, thankfully, has been and gone. Perhaps that’s why the DEXUS RENTS are finally worthy of your attention.
MYOB under the spotlight
There’s nothing like a hard-fought battle between management and shareholders. But it’s the business that shines at MYOB.
Foster's board should carry can for wine blunder
Finally recognising one of the more obvious corporate blunders of recent times, Foster’s is a step closer to realising the tremendous potential of its beer business. But the blame for the wine fiasco can’t all be laid on the CEO.
Macquarie prefs look tempting
Macquarie Group’s new convertible preference shares have some similarities with the recently issued Suncorp convertible prefs, but there’s also an important difference.
Globe looks over the edge
The recent half-year result gave some hope that Globe’s turnaround is on track. It had better be quick, though, because the brands will wither without greater investment.
Party over for Stockland and Mirvac
With property developers facing a tough future, Mirvac’s cheaper price tag is enough to overcome Stockland’s higher quality.
Don't be burned by ammonia float
Burrup Holdings is making the most of a precarious combination of locked-in gas costs and surging ammonia prices, but there’ll be trouble if anything changes.
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