Pay TV: All about the content
One of these companies is at the bottom of a big pipe and the other at the top. No prizes for guessing where Stokes and Packer sit. But should you follow them?
Wilson Investment Fund: Wind It Up
This listed investment company is worth more dead than alive. Rather than dither on strategy, the board should implement a mercy killing.
Worrying signs in ASX merger
The merger between ASX and its Singaporean counterpart is indeed a ‘great opportunity’. To eventually sell the stock, that is.
Breaking news: There's value in News Corp
Investors are currently getting a chance to buy News Corp on the cheap. And the fact that Murdoch won’t be around forever need not hold you back. It may even be a good thing.
Sell newspaper stocks: Read all about it
The newspaper sector was one of the worst places to have your money invested over the past decade. The next decade might well be worse. It's time to get out.
Spark Infrastructure upgraded
Five years late, the arguments made for infrastructure are about to bear fruit. A safe, growing 8.7% yield is now available, with the stock at a 42% discount to the $1.80 paid by float investors.
BHP and Rio: An unholy matrimony
The worst kept secret in mining is out; the merger of BHP and Rio’s iron ore operations is off. Gaurav Sodhi looks at what’s next for the two spurned giants
Tabcorp: The pain continues
The headlines have had the desired effect: distracting shareholders from lower dividends and yet another capital raising. Only the PR people can be happy.
Tap Oil swings at Northern Gulf
Tap has been shopping for assets and to the market for fresh capital. Gaurav Sodhi considers the latest deal.
The gold in oil stocks
A preoccupation with gold has left the oil sector floundering, rendering a classic contrarian opportunity. Gaurav Sodhi teases out the arguments and pulls together four buys in the sector.
QR National off the rails
James Greenhalgh really wanted to like the QR National float. But financial engineering, soon-to-balloon debt levels and feeble cash flow derailed his enthusiasm. This is a poor quality, over-priced offer.
Prime Infrastructure upgraded
If you still own Prime Infrastructure securities, it's worth holding on to them. Gareth Brown explains why.
Carnarvon Petroleum: A potential Thai coup
This oil producer faces geological, economic and fiscal challenges. But with those risks priced in and its potential all but ignored, Carnarvon demands attention.
Taking a 130% profit on Integra
Gold stocks are speculative, unpredictable beasts. Which is why with everything going well at Integra, we're locking in some profits.
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