Last drinks at Echo
This stock has been a classic contrarian play, producing a 48% return in barely a year. But with Mr Market regaining his senses we're moving on.
Computershare struggles for growth
This share registry business has been helped out by merger synergies and the lower $A, but real organic growth remains elusive.
NZ's electric opportunity - Part 1
The problems afflicting other energy markets are less severe in New Zealand. In this two-part series, we ask why.
On the scent with iSentia
Our view of iSentia's business has improved following a meeting with management, but we'd need a cheaper price before buying.
Gold falls, miners plunge
After a brief recovery, the gold price has again plunged taking miners with it. What now for our beleaguered gold portfolio?
Ainsworth spins the reels in Vegas
After hundred-bagging, Ainsworth Game Technology has come off the boil. Jonathan Mills senses an opportunity.
The Reject Shop: The good, the bad and the catalyst
Shareholders in The Reject Shop have had a bumpy ride. What’s changed and is there still a case for investing?
Ainsworth spins the reels in Vegas
After hundred-bagging, Ainsworth Game Technology has come off the boil. Jonathan Mills senses an opportunity.
Medibank IPO: prognosis negative
This medical insurer isn't the safe stock it's made out to be and it needs more than a 4% dividend yield to attract us.
Antares: shale of the century?
With an asset sold and debt refinanced, success from here depends on the value of its largest asset. How much is it worth?
Medibank IPO: prognosis negative
This medical insurer isn't the safe stock it's made out to be and it needs more than a 4% dividend yield to attract us.
Westpac: 2014 Result
Record annual profits are par for the course for big banks these days, and Westpac didn’t disappoint.
ANZ: Result 2014
With ANZ’s major investments in Asia now complete, Mike Smith is turning his attention to increasing productivity and profits.
NAB: Result 2014
Management has changed at NAB but the story hasn’t. But as Nathan Bell explains, there’s light at the end of the Channel Tunnel.
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