Listed property sector review - Part 3
High debt levels and aggressive growth strategies have taken bites out of Australia’s large diversified property trusts. But with balance sheets restored, Nathan Bell asks if it’s safe to go back in the water.
Listed property sector review - Part 2
In this, the second of our four-part analysis of the listed property sector, Nathan Bell explores why retail property landlords are riding high.
Fantastic doubles but goes nowhere
While sales have risen more than 100% over the past six years, profits have been marooned. It doesn’t exactly inspire confidence.
The seduction of Macarthur Coal
Macarthur Coal is a multibillion dollar coal company being wooed by some of the industry's biggest names. Gaurav Sodhi asks; is it really that attractive?
Listed property sector review - Part 1
In this, the first of a four-part analysis of the listed property sector, we put the office and industrial sectors under the microscope.
Macquarie downgrades profit, again
This diversified financial business seems to be making a habit of profit downgrades, something its shareholders hadn't been used to. Greg Hoffman examines the investing conundrum presented by today's news.
One line tells Treasury Group's story
Treasury’s results were, on balance, somewhat better than expected. But it remains to be seen whether this performance can be sustained.
Tap's dance turns to funk
Tap Oil’s interim results were impressive and its upcoming exploration is exciting. Now a new event has darkened the mood.
BHP Billiton's big idea
The latest results from BHP confirm it is a money making machine. But as Gaurav Sodhi explains, BHP is evolving from a business to an ideology.
Fairfax optimism presents an opportunity
This stock seems to be something of a favourite among value investors. Greg Hoffman struggles to understand why.
Servcorp's American adventure
Servcorp will be rolling out almost one new floor a week over the next year. And, as James Greenhalgh explains, the US is next on the company’s hit list.
IAG results confirm progress
While IAG's 2010 profit halved, the group's managing director continues to talk sense and there are signs of progress. Better results almost certainly lie ahead.
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