Mortgage Choice dive warrants an upgrade
A 30% decline in the stock price of this mortgage broker plus an attractive forecast fully franked yield of 6.9% has put this stock firmly on our radar.
Billabong gets barrelled
Billabong has increased earnings per share by 89% since our review on 30 Mar 05 while its share price is down 9%. Is this the opportunity that we’ve been waiting for?
Stalling on Great Southern
This agricultural investment company has become significantly cheaper since we last crunched the numbers. But we’re holding back on an upgrade for now.
Timbercorp's debt worries
This company is trading at a price about 50% below what we think it’s worth. But there is a large lump of debt due to be refinanced in the next 9 months and that is a major headache for management and shareholders alike.
Three property investments for the watchlist
Falling prices across the property sector have some value investors salivating. So, leaving aside our preferred pick of Westfield Group, let’s examine three other property investments that we’d love to own at the right price.
Centro's credit crisis
Centro hedged its interest rate risk, its exchange rate risk and believed that it had plenty of funding sources. Along came a black swan event in the form of a credit crisis and its house of cards came crashing down.
Centro's crisis of confidence
For some time we've been warning of the dangers of this highly indebted, expansionist property group. But with a 92% price fall, is there now opportunity where once there was risk?
Wilson finds value at home
Geoff Wilson doesn’t believe there's much value in the stock market right now but he seems to see plenty in Wilson Investment Fund.
Sigma gets its house in order
There's considerable evidence emerging that Sigma’s problems can be overcome. Despite the recent price rise, the stock remains cheap.
International LICs make the cut
Listed investment companies focusing on international stocks are an easy and economical way to achieve some international exposure for your portfolio.
Meet Matthew and Geoff
Geoff Wilson and Matthew Kidman are the main men behind Wilson Investment Fund. We recently caught up for a wide-ranging chat. These were the highlights.
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