Oil price punishes Roc
Both sides of the risk/reward proposition have expanded in recent times for investors in this small oil company.
Goodman's poor quality product
We should have downgraded when we said we were going to last December. Despite Goodman Fielder’s share price falling 24% on another poor result, it’s time to bite the bullet.
Profits tumble at Treasury Group
Lower revenues and fixed costs mean Treasury Group’s suite of fund managers are suffering. Accounting changes have also spooked the market, but that doesn’t obscure the value.
Westfield takes it on the chin
Short-term pressures will knock Westfield’s performance and distributions. But with most of its competitors struggling for survival, it should emerge stronger than ever.
Perpetual down but not out
In the first of a two-part series, we look at the transformation of fund manager Perpetual under David Deverall. While its financial position may have changed for the worse, its core business thankfully remains intact.
Income securities update
It has been a wild ride since our income securities special report. With interest rates collapsing and numerous capital raisings, do our recommended income securities still stack up?
Goodman non-PLUSed
Goodman Group is in urgent need of life-saving surgery, but founder and chief executive Greg Goodman appears unwilling to admit the patient.
ANZ breaks ranks
One big bank is starting to face economic reality. That’s to be applauded, but there’s also plenty to worry about.
Flight Centre's loss of Liberty
There wasn’t much to cheer about in the latest profit result from this travel company. But bad news is already factored into the share price.
RHG delivers above and beyond
This company owns a mortgage business that is in decline and will be worth nothing in a few years’ time. The latest result shows it’s still an extremely valuable asset.
MAp charts a safer course
The market has taken a set against Macquarie Group’s ‘satellites’ and that has led us to an upgrade.
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