Corporate Express's value proposition
This business has been built from scratch to become a market leader in less than two decades. We expect it to hold that mantle for decades to come.
Rain can't hide cracks at Select Harvests
The drought has had a major impact on this almond grower over the past 12 months. Unfortunately, and whatever it would like us to believe, the company’s problems don’t end there.
Cabcharge's Kermode set for back seat
It says a lot for your business if you can make Macquarie give up competing with you, but this excellent company seems intent on getting its fingers into other pies, and influence is shifting towards its Singaporean joint venture partner, ComfortDelGro.
Triple whammy slams CBA
Slowing revenue growth, increasing bad debt provisions and rising costs have put an end to Commonwealth Bank’s dream run. But is this the start of something serious, or just a temporary hiccup?
Credit Corp's crisis
CEO Geoff Lucas geared up his company and then geared himself into it. Then the share price crashes, Geoff gets a margin call and value investors get an opportunity. Or do they?
Latest moves at Soul Patts and Brickworks
Brickworks' value has been confirmed by a recent land sale, while Soul Patts' troubled listed satellites are trying to 'get big or get out'.
Cochlear's short term pain
Sent to the 'sin bin' after its recent half-year result, this bionic ear manufacturer is actually laying the foundations for a more prosperous future.
Emeco, the Coates Hire of mining
This is another private equity float that has suffered a big price fall. It could be interesting in the future but it's not cheap enough yet.
Is IAG a value investor's dream?
With great brand names, a PER of 11 and an 8.1% fully franked dividend yield, does IAG offer great value or is it a value trap?
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