Don't spoil our Roc Oil!
We’ve supported this company for many years, but we’re terribly disappointed by the large, dilutive acquisition the board wants to make.
Looking beyond Ten's ups and downs
Ten’s profits are suffering at the moment, but is that due to short-term cyclical factors or the permanent arrival of competition from new media? It looks like the former at the moment, but the market’s giving us a fat margin of safety in case we’re wrong.
Profits soar at Flight Centre
This travel business has gone from strength to strength over the past 18 months. Just ignore the stock price and focus on the prodigious profits.
Aristocrat at home abroad
The world’s two largest poker machine manufacturers have blamed stagnant performance on slow replacement programs by casino operators. But a closer analysis reveals tougher competition is also having an impact.
Folly brings Transurban unstuck
This company is the latest to join a growing list of highly-geared former market darlings on the receiving end of a stockmarket drubbing. The fix here is straightforward – but we won’t be holding our breath.
Fisher & Paykel down, not out
Life’s been tough recently for this kiwi appliance maker and finance company, but it’s been battling valiantly.
Debt down, caution up at McPherson's
McPherson’s business is proving resilient to the retail downturn, it has reduced debt and its stock looks cheap. But borrowings still look painfully high to be entering a slowdown.
Wesfarmers makes its own luck
Following the acquisition of Coles, booming coal prices will provide cash flow at just the right time for Wesfarmers. But turning around the retailing giant will be a hard slog.
Recounting the assets at Charter Pacific
This beaten down stock still trades at a discount to intrinsic value. So why aren't we positive about it?
Aristocrat spins the reels
This poker machine manufacturer has met some challenges in its past, but it’s always come back bigger and stronger than before. This time around the company’s taking on a pile of debt, but it’s better equipped than ever.
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