Poison and paranoia to pay off for Tatts
The loss of Tatts Group’s pokies licence from 2012 may not be such a bad thing, but investors may already have recognised some of the positives.
Second-tier property under the microscope
With the credit crisis hitting property groups first and hardest, we’ve had a rummage around in the sector’s outer reaches. Sadly, it seems the problems aren’t limited to the big end of town.
ASX back in the realm of the reasonable
The market slump and concerns about competition and supervision have knocked 38% off ASX’s stock price this year, and it’s getting back to a fair price.
Specialty Fashion, especially fickle
It’s been more than a year since we took our last detailed look at Specialty Fashion Group, which has been something of a bête noire for us.
Bank of Queensland sticks to its knitting
A heavy reliance on mortgage lending has helped Bank of Queensland escape many of the problems of its larger competitors, but it could come back to bite if things get really bad.
50% off at JB Hi-Fi
We’ve seen what this former high flyer can achieve with its low-cost business model during boom times. But the quality of a business is proven in tough times.
Debt worries hit B&B Power
Australia’s largest non-government power generator has some great assets and a prospective yield of 14%. It also has a big pile of debt, though, and the distributions are unsustainable.
Putting the no into Noni B
Fashion is a fickle business and new seasons have been behind the success of clothing retailer Noni B. But the slowing economy means being content with a slightly older wardrobe and that isn’t good news.
Lew's bid not Just
Just Group's current share price may or may not be a bargain. But someone who knows better than us thinks it is, and there might be an opportunity to profit from his conviction.
Refuelling at Macquarie Airports
Airports are near the top of our ‘businesses we’d love to own’ list. And now there’s a chance to buy into a few of them at a reasonable price.
Not yet, thank you Mr Scali
The struggling NSW housing market has made life hard for furniture retailer Nick Scali, and its upmarket positioning has made it harder. The company is busily expanding in other states to counter this, but is it spreading itself too thin?
Fantastic back on track
Since we bailed out of this furniture retailer, its stock has soared and fallen back to earth. The irony is that the company may now be on the mend.
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