ALE Notes 2: Another round at the bar
With a little patience, this illiquid, unsecured floating rate note offers a decent yield in exchange for fairly low risk. Gareth Brown explains.
Infigen powers up
Rarely does a speculative situation offer lots of upside with limited downside. And this week, tax loss selling may make this green energy producer even more attractive, argues Gareth Brown.
CIF: Inexus sale boost
The on-again, off-again sale of CIF's last remaining operating asset Inexus is on, again. After the sale, the fund will be wound up with all capital returned to unit holders—a good outcome.
Qantas: A tempting trap?
A blue chip stock with a strong brand that’s fallen 80% in five years and is trading well below book value? What’s not to love? Quite a lot, argues Nathan Bell.
CIF still offers low-risk upside
With a major asset sale completed, Challenger Infrastructure Fund looks quite different from just last month. Gareth Brown takes a fresh look.
BHP Billiton: Hedge or hog?
The world’s biggest miner is no cyclical pig. Gaurav Sodhi argues it makes the perfect hedge for China sceptics.
Sirtex in rude health
You wouldn’t know it from the share price, but Sirtex is building a great little business. James Greenhalgh ticks off the milestones.
ASX: Into the light
We’ve been waiting for an opportunity to buy ASX for some time. James Greenhalgh asks ‘Are we there yet?’
Income floats: Heritage, Tatts & Seek
The flood of income security floats continues. A very selective Gareth Brown puts the latest offers under the magnifying glass.
CIF: Risk reduced, upside improved
A deal to sell one of Challenger Infrastructure Fund's investments cements the upside for this listed infrastructure investor.
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