'Gunna' Infomedia gets a bullet
It’s time for a rethink on this long-standing recommendation; it hasn’t worked out as expected.
LNG sales ignite
LNG has been making plenty of headlines recently. In this review we consider some recent major announcements and their implications for our key recommendations in the sector.
Blue sky for IAG?
Insurance Australia Group is back on track with a no-nonsense managing director following a back-to-basics strategy.
Smart money bets on Prime Infrastructure
There are plenty of reasons investors might shy away from Prime Infrastructure, including a very recent regulatory uppercut. But with some of the world’s canniest infrastructure investors aboard, it demands close scrutiny.
Fisher & Paykel can bounce back
Bad results from this iconic kiwi company are a little like John Farnham farewell tours; just when you think you’ve seen the last one, another seems to arrive out of the blue.
Oil Search: PNG or bust
If Oil Search's LNG project is successful, reserves will grow by a factor of 10 and production by a factor of five. Who knows what the share price might do. But the 'if' is both daunting and seductive.
Corporate Express back in the slow lane
The turn around in office supplies spending hasn’t yet commenced. We still believe it’s coming, but we’re just not sure when.
Harvey Norman's Irish end game
The Emerald Isle might be causing Gerry Harvey toothache, but it’s not holding back a recovery down under.
No contrition at Goodman Group annual meeting
When stockholders suffer a 92% collapse in their investment, you'd think the board of directors might be contrite. But we found no such thing at Goodman Group's annual meeting today.
Time to buy Aristocrat
Aristocrat’s worry list could fill an entire exercise book, but that’s the best time to buy if you’re betting on a future recovery.
WHK Group flags dividend recovery
WHK’s share price has barely budged since we commenced coverage on the company a year ago. But, with markets more favourable, the business is returning to form.
Crown: Quality assets, questionable record
On the numbers, this stock offers reasonable value. But investors shouldn't ignore the company’s recent poor investment record, which demands a significant margin of safety be applied.
The big banks' great escape
The huge capital raisings of recent months have important implications for bank stock investors, and our recommendations on the sector.
Introducing Prime Infrastructure
Prime Infrastructure Holdings has listed at a discount to its offer price, and we think it’s cheap.
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