CSL: Reasons to be cheerful
The blood of most chief executives with a healthy ego would boil watching a rival suitor succeed where they had failed. Not Brian McNamee.
Elders to lose the farm?
Today’s profit downgrade has given the market a case of the jitters. Though it’s bad news for ordinary shareholders, it's less so for hybrid securityholders.
Dexion takeover on track
GUD today announced that it had satisfactorily completed due diligence on Dexion. GUD will send its Bidder’s Statement in early July but, for now, there’s nothing to do but wait.
Woodside Petroleum's fraccing problem
The growth of shale gas poses a potential long term problem for Woodside. There are shorter term worries too.
Dexion takeover arbitrage
The due diligence period for GUD’s takeover of Dexion ends today, with an announcement now expected Monday. The risks of the takeover failing have increased.
Melancholy market dogs Perpetual
The market’s direction might be unknowable, but the fact is that it’s lower than in March. But so is Perpetual’s share price and, if you believe confidence will return, it’s creating an opportunity.
QBE upgraded: A classic Buy
Three years ago QBE was a market darling and we weren't interested. Today, it's available at half the price and we're eagerly jumping into bed with it.
Wily Westfield: One for the ages
Westfield Group has weathered the storm better than most. Though the road ahead might be rocky, don’t expect Westfield’s security price to remain in the doldrums forever.
The Valemus float: Valuable or vulnerable?
After the Socceroos’ crushing World Cup defeat at the feet of Germany, does the Valemus float offer a chance for Aussies to square the ledger?
Is Monadelphous the greatest?
The long term success of Monadelphous suggests that this business is a cut above the competition. That's still not enough to earn an upgrade.
Adding to IAG
In 2004, investors fretted over temporary problems at Leighton Holdings, providing a wonderful buying opportunity. Now, in 2010, IAG investors may be experiencing their own ‘Leighton moment’.
Oceania suffers after iSOFT downgrade
An initial margin of safety has cushioned Oceania investors from a sharp fall in the price of its major investment.
BHP Billiton splashed in oil spill
BHP Billiton is facing headwinds for the first time in years, which could provide the opportunity we've been waiting for.
Testing Alumina's mettle
Where once we would have coveted Alumina’s assets, we are now interested in them for only one reason – Alumina looks cheap. But is it cheap enough?
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