On the couch with Goodman PLUS
These hybrid securities have delivered an annual return of 11%. But, boy, what a ride. Nathan Bell shares it with the group.
Fund managers spring a leak
Investors have been swearing off equities. That’s not great news for funds management businesses like Perpetual and Platinum Asset Management.
AFIC Notes: A stag dilemma
At the $100 float price, AFIC Notes were a great buy for conservative income investors. Today, they’re less so. Gareth Brown explains what to do next.
AWE: Shopping for barrels
After a bad run with the drill bit, AWE is shopping for reserves growth. Gaurav Sodhi takes a look to see what’s in the trolley.
Reassessing Westfield—Part II
Australian retail rents are unsustainably high, and any decline will impact Westfield Retail Trust. Jason Prowd assesses the fallout.
Reassessing Westfield—Part I
Over the past few years, landlords rather than retailers have benefitted from higher gross margins. Gareth Brown explains how what should be good could be bad.
Reflecting on WorleyParsons
This acclaimed success story is a cyclical stock masquerading as a growth company. Gaurav Sodhi makes the case to engineer an exit.
Abacus and Storage Fund to merge
Abacus recently announced plans to merge with its unlisted Storage Fund. Jason Prowd dissects the welcome start to exiting a conflicted business.
JB Hi-Fi: Steep descent ahead
Since suggesting you sell JB Hi-Fi in July 2011, the stock has fallen 25%. James Greenhalgh explains why a poor situation is likely to get even worse.
QBE clawed by cats
A string of catastrophes late in 2011 will hit QBE Insurance’s profitability. But premium increases mean a recovery is already in prospect.
Woolworths' Masters nails it
James Greenhalgh headed out to see the first Masters in New South Wales before Christmas. He came away impressed.
Christmas trimmings - part 2
The second part of our annual stock cull removes a further six stocks from our list of companies covered.
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