Credit crunch eats Perpetual's lunch
Under MD David Deverall, Perpetual’s growth strategy looks shaky but its core business remains first class. The credit crunch offers an opportunity we've been waiting for.
Asciano and the audacity of hope
This business holds lots of promise and may well go on to bigger and better things. But the traps are baited and ready to snap.
Rolling Macquarie loses its Moss
Allan Moss, CEO for almost 15 years, has announced his retirement. It had to happen one day, but that doesn’t make it any more pleasant.
Seeing value in Souls Private Equity
At times like this, investors often retreat to the perceived safety of blue chips, which can deliver a few bargains among smaller stocks. Souls Private Equity is a good example.
ANZ shareholders remember risk
There's a reason why banks tend to trade on low PERs. ANZ and other bank shareholders are now reacquainting themselves with this particular truth.
Goodman looking a bit stale
Higher wheat and oil prices suggest the interim result won’t look pretty. But cost cuts and price rises should help improve the situation (time to stock up on groceries, perhaps?).
Are you 5% smarter than Frank Lowy?
Westfield is cashed up and well placed to take advantage of a looming slump. For investors looking to buy into this top-shelf company, a great opportunity may not be too far way.
AGL plays catch up
This former stalwart exemplifies the energy industry's state of flux and is testament to how bad deals can bring companies, their managers and their shareholders undone.
Market meltdown hits National Australia Bank
The share price has fallen 20% from its highs. That makes it a more attractive proposition but our general concerns with the banking sector remain.
Fletcher Building's brush with the credit crisis
This is one of the better run building stocks and recent share price falls have put it firmly back on our radar. Is it worthy of an upgrade?
Australian Wealth's third certainty
Most financial services companies have been hit by the market shakeout. But Australian Wealth Management's built-in growth and debt-free balance sheet have earned it an upgrade.
Timbercorp's price falls, income securities' yields skyrocket
Relative to each other, these income securities look correctly priced. Relative to everything else, they look like a bargain. The trick is in choosing the one that best matches your risk profile.
MMC Contrarian - wind it up and give us back our dollar
Investors are saying MMC Contrarian is worth more dead than alive. But it’s unlikely to be killed off while GPG is on the share register.
Platinum on a platter
There are few higher quality companies in Australia than Platinum Asset Management, and the market rout has given us an opportunity to pick it up at a fantastic price.
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