DWS: Interim result 2015
The best that can be said about this IT consultant's disappointing first-half result is that it was well-flagged in advance. We're taking advantage of the stock's resilience to downgrade to Sell.
Woodside: Result 2014
The carnage in oil markets hasn't yet been reflected in Woodside Petroleum's full-year results.
Adios to Aveo
Aveo's share price has increased 56% since our original upgrade. It was never a great business, so we're cashing in and moving on.
The Reject Shop downgraded to Hold
The Reject Shop is showing tentative signs of turning around, but we're not inspired by its new strategy.
Trade Me: Interim result 2015
There aren't many businesses where you'd be happy to see margins fall, but Trade Me might be one of them.
Avoid NAB Capital Notes
Last week, ANZ's Capital Notes 3 sold like hotcakes. It's no surprise NAB is ready to tap investors with its own flaky hybrid offering.
Sonic Healthcare: Interim result 2015
Sonic's Aussie and US operations are being hit by fee cuts, but a few big contract wins helped soothe the pain.
Northern Star: Interim result 2015
Bold acquisitions have worked for the miner but there are a few reasons to fret, too.
Telstra: Interim result 2015
With its dividend looking safe and the bond yield scraping new lows, Telstra has obvious attractions, but for its shares to rise further it will need to find more growth.
Steadfast: Interim result 2015
Steadfast's interim result had already been well flagged, but it's insignificant anyway compared to the acquisitions announced.
ASX set to take centre stage
The market's other yield stocks have been flying, but ASX has barely budged - which is just how we like it.
Rio Tinto: Result 2014
Iron ore delivered sensational results but it wasn't Rio's star performer in 2014: the much-maligned aluminium division is starting to turn.
Suncorp: Interim result 2015
Suncorp's banking and life insurance divisions are doing well, but the general insurance business faces headwinds.
ASX: Interim result 2015
The market's other yield stocks have been flying, but ASX has barely budged - which is just how we like it.
CBA's Groundhog Day
There's a sense of deja vu about Commonwealth Bank's results these days, but don't get complacent.
Computershare: Interim result 2015
The strong US dollar has put pressure on Computershare's US dollar reported results, but Australian investors will make that back and more in translation to Aussie dollars.
Why Westfield's the winner
During last year's separation, the Lowy family backed Westfield Corp. over Scentre. Westfield's 38% share price surge since then shows the Lowys have lost none of their judgment.
ALE Property: Interim result 2015
This owner of pubs leased to a Woolworths subsidiary continues its steady progress.
CSL: Interim result 2015
CSL's sales of albumin and specialty products were strong, but competition is on the rise.
Computershare: Interim result 2015
The strong US dollar has put pressure on Computershare's US dollar reported results, but Australian investors will make that back and more in translation to Aussie dollars.
CBA: Interim result 2015
There's a sense of Groundhog Day about Commonwealth Bank's results these days, but don't get complacent.
Bradken: Interim result 2015
Bradken's results were greeted grimly but the numbers weren't that bad. Dividends, not profits, drove the reaction.
Cochlear: Interim result 2015
Cochlear was flooded with upgrade sales, but it's still losing market share. We're ready to lock in profits.
News Corp: Interim result 2015
The value in this media group is apparent - but it's also risky - and we're taking the conservative course and downgrading to Hold.
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