Not WOWed by SCA Property Group
Who wouldn’t want the country’s largest retailer as a tenant? Well, us actually. Jason Prowd explains why.
The temptations of Origin Energy
Origin’s returns are better than the raw numbers suggest and today’s stock price is cheap. But is it cheap enough to upgrade, asks Gaurav Sodhi.
How to profit from sleep apnoea
Two leading sleep apnoea machine manufacturers hail from Australasia. But which is the better business and which is worth buying now?
Australand: Sold
With a total return of 48% since our original Buy recommendation in January 2010, Jason Prowd explains why he’s happy to sell now and not wait for the perfect exit.
Battle of the CPS: Bendigo vs Suncorp
The Suncorp and Bendigo CPS offers are similar, but there are some key differences that make one more attractive than the other.
Ideas Lab: PrimeAg sale process
Why bother with a corporate farmer, burdened with a heavy history of dumb capital raisings? Gareth Brown explains his latest idea, with plenty of caveats.
Suncorp CPS2: Hybrids change gear
A higher margin and a more generous conversion makes CPS2 a better offer than previous convertible hybrids. But is it good enough?
Infigen: A broken thesis?
The downside protection in this situation is less than originally thought. Gareth Brown unravels the complications, explains why he’s sticking with it and why you may not want to.
Brickworks: Result 2012
The building industry downturn continues to impact the company's building products division and its surplus land sales.
Antares Energy: Shale we dance?
At today’s low US gas price, this shale gas business makes money. If gas prices rise, it will make far more. Gaurav Sodhi introduces a new Speculative Buy.
Call 1300 880 160
Start a chat
Schedule a call
