Brickworks keeps on building
The latest interim result from this conglomerate means it’s time to update our sum of the parts valuation.
Seven times two equals 13
The plan to merge Seven Network and WesTrac is a poor deal for ordinary Seven and TELYS3 preference shareholders. So should you vote against everything?
Dumb questions for Intelligent Investors - QBE Insurance
A video presentation on QBE Insurance by research director, Greg Hoffman (16 minutes).
ANZ: Good news, bad strategy?
An Asian feast or cold rice and a slice of humble pie? ANZ shareholders face a stark choice as the company heads offshore.
Time for action at Calliden
Shareholders should take action at this disappointing insurance company’s upcoming annual meeting; chief executive Nick Kirk has been paid far too much for delivering too little.
ASX goes dark to avoid doom
ASX Limited is busy peering into dark pools. Shareholders should be worried about what’s staring back.
Dumb questions for Intelligent Investors - Foster's Group
Video interview on Foster's Group with analyst Gareth Brown (17 minutes).
Sigma still in the sickbay
A one-page announcement from Sigma filled the three-week information vacuum. While the release was short on numbers, there is one way to describe the looming writedowns: ‘large’.
Is Macquarie taking the Miclyn?
After several years gone walkabout, the float market is back in town. We’ll be taking a good look at major upcoming floats, for reasons highlighted in this float review of oil service vessel owner, Miclyn Express Offshore.
Corporate Express into: The Ideas Lab
A short-term trading opportunity might have developed in this former Long Term Buy idea.
Buyout to boost Corporate Express
A takeover proposal for this high quality business, on the cards for several years, has now arrived. We’ll know more by the end of the week when things should really start to heat up.
Challenger Infrastructure's 8.8% yield
Having sold its largest asset, Challenger Infrastructure is in control of one exciting and one respectable business. But high leverage means the range of potential outcomes is still wide. And what about that yield?
Perpetual: knowledge unnecessary
In February 2002, former US Defense Secretary Donald Rumsfeld <a target="_blank" href="http://en.wikipedia.org/wiki/Unknown_unknown">didn’t know what he didn’t know</a>. Knowledge of the sharemarket’s immediate direction wasn’t needed to buy Perpetual in March 2009, either, and nor is it needed now.
Put some Foster's in your cellar
For a decade, Foster's spilled claret from its wine operations. Finally, it’s refocusing on brewing profits for shareholders.
Dumb questions for Intelligent Investors - Woolworths
Video interview on Woolworths business model with analyst Nathan Bell (17 minutes).
Shareholders pricked by Charter Pac's Dart
Management has lined its pockets while shareholders have suffered. The stock is still cheap, but is it cheap enough?
Property trusts on the front foot
A year on from the carnage of March 2009 and - rather remarkably - it seems animal spirits have returned to the listed property sector.
QBE: The perfect long term buy
A deceptively simple strategy has produced astonishing results. And now QBE is available at a reasonable price.
Dumb questions for Intelligent Investors - BHP Billiton
Video interview with BHP analyst Gaurav Sodhi (16 minutes).
Corporate Express not stationary
Sales and profits in 2009 were down, but that doesn’t mean that the company is going backwards.
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