Treasury: A tale of two managers
One of Treasury’s laggards is scoring quickly but a former star performer is losing form. James Greenhalgh investigates what it means for this boutique fund manager.
GPG: Profiting from a breakup
GPG’s key asset is being valued at almost nothing but it’s almost certainly worth a fair bit more than that. Gareth Brown explains the case for buying in.
Alumina: For the bold and the patient
Aloca’s quarterly results confirm the industry is suffering. Amid gloom and fear, Gaurav Sodhi restates the case for Alumina.
Coal: A dark future ahead?
Falling coal prices often indicate a good time to buy coal miners. Gaurav Sodhi, via Mongolia and America, explains why this ageing industry is one to avoid.
Red flags waving for Metcash
Metcash’s debt levels were already too high. The recent result confirmed it and highlighted other problems. James Greenhalgh explains the reasons for the downgrade.
Sun rises on Billabong wipeout
After wiping out a lot of investors, Jason Prowd makes the case for paddling out and riding the Billabong wave once more.
IRESS: Does fear bring opportunity?
Market sentiment has turned against IRESS, and with it may come a buying opportunity. Jason Prowd investigates.
Cue Energy goes dry
The investment thesis hasn’t worked out, but the stock looks cheap. Should investors hold or sell?
Santos blows costs, market blows up
The Santos blowout is more about a lack of gas than a cost increase. Gaurav Sodhi investigates whether the original case to buy remains intact.
News Corp: The juice in the split
With the share price up 50% since the original buy recommendation, and a possible demerger in the offing, is it time to take profits or is there a little more juice to squeeze out yet?
ALE Notes 2: Another round at the bar
With a little patience, this illiquid, unsecured floating rate note offers a decent yield in exchange for fairly low risk. Gareth Brown explains.
Infigen powers up
Rarely does a speculative situation offer lots of upside with limited downside. And this week, tax loss selling may make this green energy producer even more attractive, argues Gareth Brown.
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