Timing Ten's cycles
The debate rages on the future of commercial television, but the numbers at the moment don’t support the doom-mongers. Instead, Ten is being held back by the overseas expansion of its outdoor advertising division.
Brambles not quite cheap as CHEPs
Brambles has a good business in CHEP, but it’s not great, and that’s what's implied by the stock’s high price.
Mortgage Choice uncertainty yields an upgrade
It's in uncertain times that value investors acquire their greatest opportunities. Mortgage Choice is a case, and opportunity, in point.
The new super regional - Bendigo and Adelaide Bank
The credit crunch is having a few unpleasant side-effects for the newly-formed Bendigo and Adelaide Bank, but it’s still a slightly less risky proposition than the majors.
The risk of Lend Lease failing twice
Some students have more experience of university than the Lend Lease CEO has of his industry. So why is he taking on much more debt to grow the company at such a critical time?
Tatts loses its licence
In an unexpected development, the Victorian government has turned the state’s gaming industry on its head. Tatts is currently in a trading halt, but you can expect the stock to tank when it re-lists.
A profit in the pipeline?
Debt-ridden, complex structures have been indiscriminately tossed aside, which is why these two stocks are trading on yields of over 10%. For the first time in years, we’re interested.
Party time over at Boom Logistics
We like to join the party when the floor has been cleared and the lights are out. That's not quite the case here, but the slow numbers are playing and the host is asleep.
Same old at Soul Patts
A conservative management team, a defensive portfolio, the growing importance of New Hope Coal and an attractive discount to NTA means there is much to like about this conglomerate.
Packer's Consolidated Media
Are James and Lachlan trying to pull an 'Alan Bond'? And what are the Packer family's last remaining public media assets actually worth?
Income securities arbitrage
The prices of income securities continue to head south while the corresponding shares head the other way. It may not make much sense, but it does offer an opportunity.
Danger remains in office trusts
Prices in Australia’s listed office property sector haven't been this low for years. But there are some very good, and worrying, reasons for that.
Sigma sets some new targets
The final results were notable for much higher debt levels and a very specific profit forecast. But there’s little evidence things are getting worse, despite a down-in-the-dumps share price.
Last chance for a Roc-bottom bargain?
With its stock mired in pessimism the past few months, you might imagine things weren’t going too well for our favourite small oil and gas company. But you'd be wrong.
Infomedia adds one to the list of Strong Buys
We’ve no idea if it’s Opes Prime or institutional funds but someone is desperate to sell. Whatever the reason, there’s been some heavy selling of Infomedia shares of late.
Taking a Little look
This small company has a great brand and some ambitious expansion plans. At today’s high price, they will need to pay off – and some recent clues suggest they might.
The BT float - three months on
We suggested you avoid BT Investment Management’s recent float. But with the stock having fallen 41% since listing, are we getting more interested?
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