Opting in to OptiComm
OptiComm owns a growing last-mile fibre network that delivers high-speed internet. Will it also deliver shareholders a profit?
Altium bandwagon shifts up a gear
This provider of PCB design tools may have found another leg of growth, but much of it is already priced in.
ResMed: Interim result 2020
ResMed's software strategy is flowing through to higher mask sales, but that wasn't the only good news.
Sonic: 2020, year of the acquisition
Fee cuts in the US are likely to force plenty of small pathology labs to knock on Sonic's door. How many might it buy?
Ellex's 2020 vision
Ellex Medical Lasers is flush with cash and opportunity after selling its laser division.
Lithium worries for Wesfarmers
Is Wesfarmers about to blow up $800m on lithium? The company only just took control of a deposit in September but we think it's possible.
NextDC: riding the bull
A swift price rise means we are downgrading NextDC. Yet this remains a better business than many recognise.
Cooling our heels on Autosports
With the car dealership group's share price jumping, we're downgrading for the time being.
Crown Resorts: Rise of the junket
Offshore middlemen already have sway over VIP clients. Their power is growing.
Studying QANTM's mechanics
QANTM IP boasts a juicy dividend yield, several competitive advantages and a shot at the lucrative Asian intellectual property market. So why isn't it joining our buy list?
Link looks to second half
A rising share price combined with a recent contract loss - and a suspected poor first half - is behind a downgrade to the recommendation.
Gentrack updates guidance
Gentrack has cut its forecast for 2020 earnings due to a shrinking sales pipeline.
Model Portfolio trades
With Autosports Group joining our Buy list and Integral Diagnostics not far off, we're making a few changes to the portfolios.
Autosports: pedal to the metal?
Plunging new vehicle sales have hit car dealership groups like AP Eagers and Autosports. Is it time to step on the gas?
Frontier Digital downgraded to Hold
After a near 20% jump in the share price today, we're downgrading to Hold.
Integral's Medicare windfall
This diagnostic imaging provider could see a large boost to volumes this decade. Will shareholders benefit?
Gentrack continues to disappoint
The UK business is still struggling, this time with a major client putting Gentrack on the backburner.
IDP Education fails to graduate
While this student services provider is a great business, it's way too expensive for us. We're ceasing coverage until the stock becomes more reasonable.
BidEnergy gets a pass
This software tiddler grabbed our attention, but it's not large enough for ongoing coverage.
Holding tight to CSL
CSL's share price continues to rise, but there's a reason the stock is on our 'never sell' list. It's a high-quality business we intend to own for a long time.
Farewell to InvoCare
InvoCare's business has deteriorated over time. But nobody seems to have told the market, which continues to price the shares too highly.
Why Apple might buy ResMed
Apple is trying to build its health monitoring capability. ResMed could be just what it's after.
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