Platinum has the rights touch
Platinum Capital's rights issue is sending a clear message - international stocks are cheap.
NAB puts spin on a poor result
Perhaps the share price went up because investors were expecting worse. But there was plenty to worry about in the latest result from NAB.
Developers on their knees
Australian property developers are notorious for spectacular bankruptcies during recessions. But if you can pick the survivors, buy at a large discount and avoid being diluted, the rewards can be huge.
What's Commonwealth Bank worth?
It’s the crucial question to answer, but investors don’t get much to go on. Here’s our research director’s attempt to reach a conservative valuation range for Australia’s biggest bank.
Struggling PBL Media weighs on CMH
Private equity debt is suffocating Channel Nine, but this media group’s bigger and better assets are still performing well.
MMC's compelling buyback
We think that all MMC Contrarian shareholders should consider participating in the current buyback. It makes sense to do so whether you’re a keen seller or not.
Oil stocks crudely priced
A few months ago we said we wouldn’t be looking too closely at resource companies from now on. But the opportunities in mid-tier Australian oil stocks are just too good to ignore.
Commonwealth steals BankWest
In what looks like a well-timed swoop amid global banking turmoil, Commonwealth Bank has secured a unique business at a bargain price.
Taxing times for WHK Group
Financial services firms are out of favour, and this accounting business has not been spared. But with a reliable revenue stream and sensible management, WHK Group stands apart.
Turn on the TAPS
This is probably not an income security for the widows and orphans fund. But it is reliant on some highly regulated, monopolistic assets, and currently offers a tempting yield to maturity.
The bottom line on CBA's balance sheet
Almost everybody who owns shares in a large bank is taking the numbers on faith. Their complex financial statements preclude outside investors from gaining complete comfort.
Private equity's Soul survivor
After a brief infatuation, the market has turned its back on private equity. But Souls Private Equity is unlike most of its peers, particularly because it’s debt-free.
MMC Contrarian's big buyback
It’s come a year or two later than we’d have liked, but the large capital return by this investment company is a case of better late than never.
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