Abacus: Handing back the keys
Abacus's share price has risen strongly over the past year and it is time to Sell.
OzForex loses Westpac as banking partner
OzForex shares have fallen after Westpac pulled the pin on its banking relationship with the payments specialist.
Transurban downgraded to Sell
Infrastructure stocks may get another boost if interest rates fall, but that's more than reflected in Transurban's share price.
NZ's electric opportunity - part 2
Following our overview of the NZ electricity market, Gaurav Sodhi takes a look at three recently listed energy retailers.
Abacus: Handing back the keys
At one stage we thought it might not happen, but Abacus has finally worked out. Jon Mills explains why we're moving on.
New year stock cleanout
Each year stocks fall off our watch list to make room for new opportunities. This year's cull is heavy on resources stocks.
Hansen: The next Computershare?
Acquisition-led growth strategies can make or break a company. Does Hansen have what it takes?
ResMed downgraded to Hold
With its price up 25% in a couple of months we're downgrading ResMed to Hold.
Origin gets an upgrade
The legacy business is in trouble and lower oil prices hurt, but Origin is cheap enough to rejoin our buy list.
Santos: under fire or under water?
The market is telling us to ditch Santos but, as Gaurav Sodhi explains, there is an opportunity here too.
Transpacific acquires landfill site
Key pointsTPI acquires Melbourne's largest landfillConsistent with chief executive's strategyShare price down a further 5%; sticking with Under ReviewTranspacific's share price has fallen a further 5% after announcing the acquisition of Melbourne's largest landfill - the Melbourne Western Landfill - from Boral for $165m. The cost includes a $15m upgrade and Transpacifc will pay Boral a 'fixed and volume based royalty payments amounting to approximately $15m per annum initially'.'[I]nitially' sounds a bit ominous, but the purchase is consistent with chief executive Bob Boucher's strategy and the amount of waste Transpacific processes at its own landfill sites in Melbourne will increase from...
Transpacific under review
Key pointsGrounding of fleet to cost $20mManagement tight-lipped about impact of falling commodity pricesSwitching to Under ReviewLast week Transpacific Industries announced that the cost of grounding its fleet following a fatal accident involving one of its trucks would be $20m. That came as no surprise to the market, yet the stock price has fallen 11% since then.Transpacific benefits from lower fuel prices, but as it's heavily exposed to the resources sector the fall in the share price is not surprising given the remarkable fall in oil and other commodity prices. We've been trying unsuccessfully to quantify what impact the market...
What's Woolworths worth? - Part 3
In the final part of our series on Woolworths, we pull all the strands together to produce a valuation and a new price guide.
What's Woolworths worth? - Part 2
In the second of this three-part series, we look at the threat Woolworths faces from the internet – and from the re-energised Coles.
What's Woolworths worth? - Part 1
In this three-part series, we consider whether Woolworths can avoid the disasters unfolding for its UK peers, before arriving at a valuation.
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