The department store era is over
John Addis explains why it's not just the internet that's killing DJ's and Myer.
News Corp: Interim result 2014
This media conglomerate has announced a great result, with the good bits doing well and the bad bits doing less badly than feared.
Neilson, Poirot and Treasury Wine
Greg Hoffman employs a diverse cast of characters in his quest for hidden value deep inside this troubled wine group.
Echo: Interim result 2014
The chief’s quit and the interim results disappointed, so why are we betting on this poor performer? Jason Prowd explains.
Fox: Interim result 2014 and delisting
The US film and TV giant has released details of its ASX delisting alongside a mixed second-quarter result.
REA Group: Interim result 2014
This real estate portal has big plans despite the departure of its CEO, but plenty of upside is already priced in.
Boring into Orora
Newly spun out of Amcor, Orora is a desperately dull business but that, explains Gaurav Sodhi, is what gets us excited.
SomnoMed: A future mini-ResMed?
Brokers and fund managers may be raving about this stock in a few years' time. Greg Hoffman makes the case for getting in first.
AWE on sale
The disposal of part of its stake in the BassGas project sheds light on AWE's value and shows our investment case remains on track.
ALE Property: Interim result 2014
Another solid result has showcased the merits of this pub landlord, but the stock is not quite cheap enough to buy.
F&P Healthcare downgraded to Sell
F&P Healthcare has worked out better than we expected. With the stock up around 150% from its low, we’re downgrading to Sell.
M2 takes a breather
After a period of rapid expansion, Jason Prowd explains why this ‘corporate pause’ is exactly what’s needed at this junior telco.
Northern Star: Smart or crazy?
While most goldminers are on the defensive, this one has splurged on three new mines. Gaurav Sodhi explains why it's a great deal.
ResMed: Interim result 2014
ResMed's latest result was a case of deja vu: sales continue to suffer from US competitive bidding, but margins improved thanks to the lower $A.
Wotif.com: Fairfax or Flight Centre?
The competition is coming for this accommodation booking website. James Carlisle examines its defences.
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