GPG: where does the thread lead?
The liquidation has gone well and the share price is up 26% since our initial buy recommendation. What now for this thread maker, asks Gareth Brown.
Antares: a star in the north
Faced with debt and priced for despair, the market has turned on Antares, even as its operating performance improves. Gaurav Sodhi makes the case for an intelligent speculation.
WHK takes the ostrich approach
This accounting group's recent profit warning and suspension of merger talks have sent its share price tumbling, but we think there could be worse to come.
Westpac: Interim result 2013
After a total return of 70% in less than 2 years and a recently announced 10-cent special dividend, is it time to sell down, asks Nathan Bell.
Macquarie Group: Result 2013
With a 67% increase in the final dividend and the stock up 88% since his Strong Buy recommendation, Nathan Bell takes the chance to prove he’s no tool.
Breville: juiced up growth
A film about a fat man juicing his way to health has propelled this kitchen appliance manufacturer to darling status. But while the growth is real, the expectations are not.
Flight Centre: please remain seated
This travel agent's share price has risen tenfold since the GFC, and its earnings have risen fivefold but, ignoring an aberration in 2009, it's been on a relatively steady course.
Property stocks on the up
Price rises have prompted downgrades for ALE Property Group and BWP Trust but Abacus remains firmly on the Buy list.
ResMed: breathe deeply & buy
ResMed’s third-quarter results met expectations and offered plenty of reasons for confidence in the long-term growth of this high-quality business.
Has the gold bubble burst?
Has the gold price been a giant bubble? And is it now bursting? Gaurav Sodhi emerges from the swiftest fall in 30 years burnt but bullish.
Introducing IT services
It’s a sector with plenty of appeal, but risks abound and prices aren’t cheap. Jason Prowd picks three of the best for your watchlists.
Honing in on Henderson
This funds manager offers diversification and a reasonable price tag, but a complex structure and a history of writedowns don't inspire confidence.
REA profits go through the roof
The country’s leading property website continues to go from strength to strength, as it squeezes more and more from its pool of paying agents. But on a PER of 36, is it too expensive?
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