Dexus puts gloss on poor result
Decoding the spin in Dexus’s half-year result provides some ominous warnings for investors.
Gremlins appear in Westfield fairytale
Securityholders in this shopping centre giant have had a storybook run for decades. But times have changed; has the magic faded?
Oil stocks less crudely priced
The price of oil has collapsed in recent months, but it’s not all bad news in the small oil sector.
Wanting, but waiting, to buy Commonwealth
Management is performing a juggling act – trying to sound reassuring while warming investors up for a dividend cut and tough times ahead.
Cyclical Leighton back on the radar
We’ve made good money from this dominant, well-managed business over the years; we’re limbering up for another opportunity.
MMC Contrarian - wind it up and give us back our 66.4 cents
The consensus suggests this investment company is a flea-bitten dog, with rabies. But that’s precisely why it’s presenting a good opportunity.
AWM clawed by its auditors
While management has made a number of missteps this past year, the proposed merger with IOOF gives it another chance to work its cost-cutting magic.
Great Southern's mangled TREES
Our positive recommendations on TREES2 and TREES3 have been expensive mistakes. But, with the company still having a decent chance of survival and these securities offering spectacular returns if it does, now is not the time to be selling out.
Fantastic gets boost from Ruddbank
Furniture retailer Fantastic Holdings needs a big second half to meet its forecasts – and it looks like getting a helping hand from the government handouts.
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