Putting the no into Noni B
Fashion is a fickle business and new seasons have been behind the success of clothing retailer Noni B. But the slowing economy means being content with a slightly older wardrobe and that isn’t good news.
Lew's bid not Just
Just Group's current share price may or may not be a bargain. But someone who knows better than us thinks it is, and there might be an opportunity to profit from his conviction.
Refuelling at Macquarie Airports
Airports are near the top of our ‘businesses we’d love to own’ list. And now there’s a chance to buy into a few of them at a reasonable price.
Not yet, thank you Mr Scali
The struggling NSW housing market has made life hard for furniture retailer Nick Scali, and its upmarket positioning has made it harder. The company is busily expanding in other states to counter this, but is it spreading itself too thin?
Fantastic back on track
Since we bailed out of this furniture retailer, its stock has soared and fallen back to earth. The irony is that the company may now be on the mend.
Telstra on the offensive
With the second instalment of the T3 receipts almost due, Telstra is battling hard with the regulator and winning the war with its competitors.
Solid value in Great Southern's TREES
TREES2 and TREES3 are low-risk investments, but they're currently offering spectacular rewards.
IAG spurns QBE
The IAG board has dismissed QBE’s opportunistic approach as being too low, and we find ourselves in the curious position of agreeing with it.
Timing Ten's cycles
The debate rages on the future of commercial television, but the numbers at the moment don’t support the doom-mongers. Instead, Ten is being held back by the overseas expansion of its outdoor advertising division.
Brambles not quite cheap as CHEPs
Brambles has a good business in CHEP, but it’s not great, and that’s what's implied by the stock’s high price.
Mortgage Choice uncertainty yields an upgrade
It's in uncertain times that value investors acquire their greatest opportunities. Mortgage Choice is a case, and opportunity, in point.
The new super regional - Bendigo and Adelaide Bank
The credit crunch is having a few unpleasant side-effects for the newly-formed Bendigo and Adelaide Bank, but it’s still a slightly less risky proposition than the majors.
The risk of Lend Lease failing twice
Some students have more experience of university than the Lend Lease CEO has of his industry. So why is he taking on much more debt to grow the company at such a critical time?
Tatts loses its licence
In an unexpected development, the Victorian government has turned the state’s gaming industry on its head. Tatts is currently in a trading halt, but you can expect the stock to tank when it re-lists.
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