Blackmores and the marketing arms race
Blackmores isn't an evidence-based vitamin company. It's a marketing behemoth.
Last rights for iCar Asia?
Long-suffering shareholders are being asked to tip more money into this Asian car classifieds business for what we hope will be the last time - but is it a lost cause?
Invocare: grave concerns?
Market share losses are worrying. Here's a 'road map' for what to watch over the next 18 months as InvoCare rolls out its Protect and Grow program.
F&P Healthcare: Interim result 2018
Just a week after our downgrade of F&P Healthcare, the company made its first misstep.
PMP: when cracks appear
We put our investment case in PMP under the microscope following a savage profit warning.
Tatts, Tabcorp, and the $338m sentence
Tatts and Tabcorp have received their last regulatory tick of approval.
Reckon sells its crown jewel
Reckon continues to offload parts of itself, selling most of its Practice Management division to competitor MYOB.
Fairfax's Domain flies free
Today was the first day of trading for Fairfax spin-off Domain. And it has highlighted how both companies might be vulnerable.
Portfolios buy
The Intelligent Investor Equity Growth and Equity Income portfolios have put some of their cash to use.
iCar Asia launches rights issue
The beleaguered Asian online car classifieds business has launched another capital raising. We're delighted to see that this time retail investors will be given the opportunity to take part.
F&P Healthcare: no room to misstep
F&P Healthcare has been shooting the lights out, but it's time to take a breather.
Appreciating Woodside's assets
Woodside is being valued as an oil producer when its real value may come from its existing asset base.
Money3: subprime lending with a high-octane twist
Subprime auto lending can be wildly profitable, but the big banks avoid it for a reason.
Trade Me: Still quacking
The market fears competitors could slay Trade Me but there's more to this company than helping you sell stuff you don't need.
Virtus Health's share price falls
With decent growth prospects and plenty of free cash flow, there's a lot to like about this IVF provider.
Westpac: Result 2017
While some of its peers are attempting to shore up short-term earnings growth through cost-cutting, Westpac has its eyes fixed on the longer term.
PM Capital Asian Opportunities downgraded
Now selling at around its post-tax net tangible assets per share after a strong share price rise over the past seven months, we're again downgrading PAF.
NAB: Result 2017
Chief executive Andrew Thorburn has made big changes since he took the reins in 2014, but he may be just getting started.
South32 and the neon green
South32 is performing splendidly but it is now fully priced. Time to act.
Alumina: when value isn't enough
Industry conditions are improving and Alumina's share price is rising. As our price target approaches, when do we sell?
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