Telstra: The invisible bull case
There is a wonderful business buried within Telstra but it's unlikely we will ever see it.
NAB appoints a new chief
A permanent successor to Phil Chronican has been appointed but he won't much change the bank's prospects.
EML Payments: Climbing the pay scale
EML Payments has had a big run up. Is it too late to join the party?
Wesfarmers: Elephant galloping?
Wesfarmers has produced a total return of 35% since we upgraded the stock last year. What do the company's four proposed acquisitions say about its future?
Is Smartgroup a smart buy?
Smartgroup's earnings will grow slower, but the recent fall in the company's share price provides an opportunity for growth and income investors.
Can Macquarie march on? - Part 1
Macquarie has grown and transformed while its peers have stumbled in the past decade. Continued prosperity is not assured writes Rakesh Tummala.
FDV's frontier online classifieds businesses
With 15 investments, one of which may already be worth more than Frontier itself, this company has a decent shot of hitting the big time.
Ansell and the Trump tariffs
A US-China trade war sounds bad, but it might be a blessing for this glove maker.
Ideas Lab: Malty goodness in Graincorp
Here's a way to ride the craft beer revolution. Long-term underperformer Graincorp is demerging its malt division, its best business (by far).
360 Capital morphs into a fund manager
Despite an excellent track record, teaming up with a highly successful dealmaker and launching several funds, the market seems oblivious.
Cochlear, cartels and sustainable pricing
Cochlear's pricing power is so strong that it attracts the wrong kind of attention. Will it last?
ALE Property's new drinking buddies
What does Woolworths' demerger of Endeavour Drinks and ALH mean for ALE Property?
Woolworths abandons sin city
Woolworths yesterday announced it will demerge its liquor and hotel businesses. But is the company concealing the real reason it wants out?
Equity Trustees surges
Equity Trustees is a high-quality business with captive customers and a number of attractive growth options. With the market's appreciation growing, it's time to downgrade.
Ideas Lab: PWR Holdings
This small Australian company dominates a critical niche in the motorsports market. Is PWR an undiscovered gem or another expensive small cap?
Bapcor: cruise control
We're commencing coverage on aftermarket auto parts supplier Bapcor. Put it on your watchlist and keep an eye out for an opportunity - potentially soon.
Hotel Property Investments: Calling last drinks
Hotel Property Investments has been a stellar recommendation for our members, but all parties must come to an end.
What holds should you buy?
High quality companies are rarely cheap after the ASX 200 has risen sharply. But buying them at reasonable prices can still provide respectable returns. Here are ten to consider right now.
GPT and Dexus: ringing the bell?
They say nobody rings a bell at the top of the market. That might be true, but capital raisings from these three property trusts give food for thought.
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