International LICs in transit
We’ve been big fans of international diversification but our two favourite international listed investment companies are no longer compelling bargains.
Christmas trimmings: introducing the nifty 50/50 - part 2
In part one, price was the major reason for letting certain stocks go. In part two, it's more a question of quality.
Christmas trimmings: introducing the nifty 50/50
In the past, we’ve covered as many stocks as we could. In 2011 we’ll be covering the top 50 most-widely held companies plus 50 of our best ideas. Nathan Bell explains the (modest) change of tack and the implications.
Uncomfortable night for weary Wotif
Linda Evangelista doesn’t get out of bed for less than $10,000. Wotif hopes you’ll climb into one for just $4.95. But is the price still too high?
Taking comfort from Elders' AGM
For the moment at least, news from yesterday's annual meeting showed it was steady as she goes for our holding in Elders Preference shares.
WIL gets WAXed
Shareholders in Wilson Investment Fund should note that their company has changed its name to WAM Research and its ASX code to WAX.
Harvey Norman and JB Hi-Fi take a hit
It’s going to be a lean Christmas for consumer electronics retailers. Profit warnings look likely. James Greenhalgh investigates what that means for our recommendations on Harvey Norman and JB Hi-Fi.
Westfield licks its wounds
The recent capital raising wasn't a roaring success but it shouldn't slow this retail property giant’s progress.
HGL remains on Hold
Gareth Brown conducts an annual check-up on this niche import-focused holding company.
Regional TV: Not worth watching
The billionaires’ raid on Ten Network and the review of anti-siphoning laws has returned the TV industry to the headlines. Yet despite the flurry of activity and fanfare, regional TV remains an unappealing proposition.
Betting on a Riversdale bidding war
This is an <i>Ideas Lab</i> out of the ordinary, speculating that a potentially explosive bidding war is about to erupt. Only members with a high tolerance for risk should read on.
Southern Cross SKIES flying level
The opportunity in this floating rate income security was a typical contrarian play. It’s been very profitable but it’s not time to cash in yet.
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