Health care stocks - Budget 2009
Health care was a high-risk area for a budget clampdown. In the end, the government chose to tinker around the edges, though, which is positive news for Sonic and Primary. Sigma came off worst, with funding cut for a major group of medicines.
Ben Graham around the Globe
We've applied some old-fashioned value investing techniques to this speculative stock. The process highlights the risky 'cigar butt' nature of this situation.
Telstra's regulatory Ruddache
Telstra’s shareholders have benefited from the company’s monopoly position for more than a decade. That could change with the stroke of a pen.
The search for cash-backed bargains
In our namesake book, The Intelligent Investor, Ben Graham advocated the purchase of stocks trading below ‘net cash backing’. After looking at more than 100 possibilities in a broad sweep, we have identified a small number of potential opportunities for your consideration.
RHG rockets
The market seems to have cottoned on to the value on offer at RHG. But we’re not selling yet.
Primary Health Care's big bite
From a single medical centre to one of Australia’s largest health companies, Primary Health Care is undoubtedly successful. But, following the takeover of Symbion, is it built on firm foundations or shaky ground?
Macquarie's Moore gambles and wins
The latest numbers left something to be desired but management has capitalised on a recent outbreak of optimism to strengthen the balance sheet.
REA Group onto the watchlist
REA Group’s Australian business is producing bucketloads of cash. In stark contrast, its foreign acquisitions are bleeding and forcing management to find a way out.
QBE's quality assurance: Part III
It’s blatantly obvious that QBE is earning outsized returns. The difficult part is working out why.
Time to act on the big four banks
With share prices surging in recent months, the time has come for investors to act on the substantial risks in the banking sector.
Great Southern TREES get the chop
It’s looking increasingly likely that Great Southern will go the way of Timbercorp. Having dusted more than 90% of our initial $100 investment in both TREES2 and TREES3, the question is what to do with the remaining 10%?
Four more capital raisings
The investment binge of recent years has given way to an almighty hangover. As companies seek to repair the damage, capital raisings are providing interesting opportunities for nimble investors.
APN's annual meeting likely to bring bad news
Japanese Brewer Kirin’s bid for Lion Nathan shows that there is still corporate demand for strategic assets and strong brands. APN News & Media has those, but it also has a lot of debt.
Omens are bad for Goodman PLUS
The probability of a real estate crash is increasing. Some property groups are fortifying their balance sheets, unfortunately Goodman Group isn’t one of them.
Select's troubles and opportunities
Timbercorp generated more than half of Select Harvests’ profit last year. Will Timbercorp’s demise take Select down with it?
SEEKing cash
Following a debt-fuelled foreign expansion, Seek is asking shareholders to chip in more cash. But with management treating shareholders as customers, rather than fellow business owners, is it worth risking your money?
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