Hardie's asbestos angst
This is a good stock, were it not for one major issue—an asbestos-related liability and how the issue has been handled by management.
Southern Cross keeps building
From humble beginnings, Southern Cross has grown into one of Australia's largest media groups. But shareholders haven't been the real winners.
Southern Cross keeps building
From humble beginnings, Southern Cross has grown into one of Australia’s largest media groups. But shareholders haven’t been the real winners.
Downgrade warranted at ANZ
If property prices fell by 50%, rental yields would dutifully arrive to a level around their long-term average. What does that mean for ANZ?
Captive Coke constricted
Under the thumb of its controlling shareholder, Coca-Cola Amatil has struggled to make decent returns. We suspect it always will.
Braking down Pacifica
Whilst this automotive parts maker doesn’t need to reinvent the wheel, every few years it has to reinvent the brakes that are applied to it. It’s no easy task.
Colorado scaling the peaks
Its namesake is a US state dotted with peaks and valleys. But this retailers share price has only gone one way—up. It was great at $1 but not at these prices.
David Jones delivers, finally
It’s early days, but the new management team appears to be turning this retailing laggard around.
Promina and QBE set for a fall?
According to Warren Buffett, a man who knows a thing or two about insurance stocks, a booming sector invariably hits a wall. Here’s the argument.
Promina and QBE set for a fall?
According to Warren Buffett, a man who knows a thing or two about insurance stocks, a booming sector invariably hits a wall. Here’s the argument.
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