Becton one for the watchlist
With an entrepreneurial history stretching back to 1976 and a highly individual approach, Becton is the sort of company we like. Shame about the price, though.
Platinum Asset still turning Japanese
The chairman's recital of slabs of the annual report was a somnambulist's delight but Kerr Neilson's answers to shareholder questions were worth the trip.
PBL does the splits
By now, you'll have received the documentation to split PBL into two companies. Despite the tax complications, it seems like a sensible move to us.
NIB and a tale of sporting misfortune
In what is likely to be the first of a number of private health fund floats, here we take the pulse of NIB.
Drought won't stop Select's Harvests
The drought in Australia’s eastern states is getting worse, which makes the case for an investment in this stock even better.
Perpetual under the Gunns
Despite the furore at its AGM, Perpetual's controversial holding in the forestry and pulp mill company wasn't as big a concern for us as its stumbling diversification strategy.
Much ado about nothing at Roc Oil
The Angolan program proves that wildcat oil drilling isn't like shooting fish in a barrel. But at least there's still a few more fish.
Infomedia faces the breeze
This business keeps kicking goals but has little to show for it. Is it going to be worth the wait?
FKP a star set to fall
When we sold out of this property group in 2003, banking an 83% return, we completely underestimated how beneficial the strength of the property cycle would be to the company. But we're not about to compound the error.
Three abreast on the growth stock highway
Polish enough rocks and you're sure to find a few gems. Just don't expect these three growth stock gems to come cheap.
Platinum Capital cops a grilling
Some shareholders may have felt aggrieved but this annual meeting, one of our favourites, didn't disappoint us.
ANZ's McFarlane: hero or hack?
After 10 years at the helm, John McFarlane is being portrayed as a top performer. But was he? And how do the banks compare on those measures against which McFarlane himself should be judged?
Call 1300 880 160
Start a chat
Schedule a call
