What will NAB be worth in 2017? Pt 1
In the first of a two-part analysis, Greg Hoffman explains the main drivers of a bank’s profit and outlines the first two of five scenarios that value NAB shares in five years’ time.
Qantas: Will the 'smart' money sink?
Airlines seduce even the smartest minds. This is one case where following the smart money may be a stupid mistake, explains Gareth Brown.
ASX: Competition cuts in - pt 2
ASX’s traditional sharemarket business has been hit by competition but opportunities elsewhere more than compensate.
Bank of Queensland CPS offer
It has been a long held belief that Australian banks, to protect their reputation, will redeem hybrids at the first opportunity. BOQ has just killed that myth.
ASX: Competition cuts in - pt 1
The traditional sharemarket business is being hit by competition. But in part 1 of this three-part series, James Carlisle explains where the opportunities lie for the company, and investors.
Origin Energy under siege - pt 1
After 12 years of unbroken growth, important industry changes have rocked Origin. Is the investment case under threat?
Weighing the value in Soul Patts
With a share price 25% below the market value of its underlying assets, there’s a superficial argument for upgrading. Gareth Brown explains why we're forgoing the opportunity.
Kingsrose Mining's thorny crown
After a splendid start to life, Kingsrose has hit problems in Sumatra. With the share price down 22% since our initial speculative buy, is this a threat or an opportunity?
Would Warren Buffett buy CBA?
On paper, Commonwealth Bank and Wells Fargo share many features. Here, Greg Hoffman examines the comparison.
GPG: Under the hammer
With the share price up 25% since our initial buy recommendation, the partial liquidation of this investment company is travelling to plan.
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