Private equity's Soul survivor
After a brief infatuation, the market has turned its back on private equity. But Souls Private Equity is unlike most of its peers, particularly because it’s debt-free.
MMC Contrarian's big buyback
It’s come a year or two later than we’d have liked, but the large capital return by this investment company is a case of better late than never.
Easy pickings in the Timbercorp Orchard
These debentures are at the safer end of the spectrum. Yielding 19% to maturity, they’re also worthy of your attention.
Sigma takes its medicine
They’re not yet showing up in Sigma’s results, but changes behind the scenes mean we’re increasingly confident the worst has passed.
New blood at Fairfax, finally
Fairfax is battling online competition, but it still owns a collection of well known and very profitable brands. With new management experienced in cutting costs, and a lower share price, it’s time for a closer look.
Great Southern up a gum tree
This company’s restructuring plan is a clear sign that things are more difficult than we thought. We’re downgrading our recommendation on all three associated securities as a result.
Seven drops the baton
Its television business has been performing well, but Seven’s investment losses are hurting the bottom line.
Where next for Woolies?
Size is becoming an obstacle for Woolworths, as its shopping list of meaningful acquisitions in Australasia dwindles. Will a jaunt overseas provide the next leg of growth or add to Australia’s growing list of international failures?
Roc fall prompts an upgrade
The question marks we had over this company remain, but the price is just too cheap to ignore.
Stay out of SITES
Another week, another detailed review of a security highlighted in our income securities sweep. But the incentives are all wrong in this one.
Not punting on Ainsworth Notes
These convertible notes offer an astronomical yield to maturity, but it relies on the continued benevolence of Len Ainsworth, and we have no idea how to go about assessing the likelihood of that.
Hold fire on Macquarie
These extraordinary times introduce new risks and potential opportunities for Australia’s largest listed investment bank.
Sonic prepares for Primary push
An aggressive competitor and changes to government funding arrangements for pathology are set to challenge Sonic’s leading position in Australia. And all at a time when its attention is directed overseas.
SKIES not low enough
The Southern Cross SKIES offer you exposure to one of the world’s best assets. Unfortunately, it comes at a price.
Westpac increases offer for St George
The merger between these two banks now looks a virtual certainty following the latest update.
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