Are you 5% smarter than Frank Lowy?
Westfield is cashed up and well placed to take advantage of a looming slump. For investors looking to buy into this top-shelf company, a great opportunity may not be too far way.
AGL plays catch up
This former stalwart exemplifies the energy industry's state of flux and is testament to how bad deals can bring companies, their managers and their shareholders undone.
Market meltdown hits National Australia Bank
The share price has fallen 20% from its highs. That makes it a more attractive proposition but our general concerns with the banking sector remain.
Fletcher Building's brush with the credit crisis
This is one of the better run building stocks and recent share price falls have put it firmly back on our radar. Is it worthy of an upgrade?
Australian Wealth's third certainty
Most financial services companies have been hit by the market shakeout. But Australian Wealth Management's built-in growth and debt-free balance sheet have earned it an upgrade.
Timbercorp's price falls, income securities' yields skyrocket
Relative to each other, these income securities look correctly priced. Relative to everything else, they look like a bargain. The trick is in choosing the one that best matches your risk profile.
MMC Contrarian - wind it up and give us back our dollar
Investors are saying MMC Contrarian is worth more dead than alive. But it’s unlikely to be killed off while GPG is on the share register.
Platinum on a platter
There are few higher quality companies in Australia than Platinum Asset Management, and the market rout has given us an opportunity to pick it up at a fantastic price.
Reverse Corp's incredible margins
In September last year a member suggested we take a further look at Reverse Corp in one of our Ask the Experts forums. And that's exactly what we've done with this business-in-a-phone-number.
Origin steps on the gas
We've been slow to spot it, but this energy company has been making all the right moves recently.
Mortgage Choice dive warrants an upgrade
A 30% decline in the stock price of this mortgage broker plus an attractive forecast fully franked yield of 6.9% has put this stock firmly on our radar.
Billabong gets barrelled
Billabong has increased earnings per share by 89% since our review on 30 Mar 05 while its share price is down 9%. Is this the opportunity that we’ve been waiting for?
Stalling on Great Southern
This agricultural investment company has become significantly cheaper since we last crunched the numbers. But we’re holding back on an upgrade for now.
Timbercorp's debt worries
This company is trading at a price about 50% below what we think it’s worth. But there is a large lump of debt due to be refinanced in the next 9 months and that is a major headache for management and shareholders alike.
Three property investments for the watchlist
Falling prices across the property sector have some value investors salivating. So, leaving aside our preferred pick of Westfield Group, let’s examine three other property investments that we’d love to own at the right price.
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