SAI Global's licence to print money
With an acquisition-led strategy, a high price tag, a retiring CEO and a previous owner vacating the share register, why on earth are we interested in SAI Global?
A Funtastic opportunity?
With a yield of 5.8% but a business model that's under threat, we're happy to place more emphasis on the saliency of the latter than the former.
Upgrade closer at Select
This almond grower is doing a lot of things right, but it just can't seem to be able to make it rain.
Does RAMS still stack up?
Mr Market is giving us another opportunity to buy RAMS at a seriously discounted price. But have the risks changed?
Tattersall's hits a speed bump
A lower than expected result, a drawn-out licensing process, and the effects of horse flu have battered Tattersall’s. But a 21% fall in the share price sounds promising, doesn't it?
Emeco director gets turfed
Emeco Holdings director Stuart Fitton was recently forced to hand in his resignation after selling shares in the company contrary to its share trading policy.
ANZ boss checks out
After ten years in the top job, ANZ's boss will receive his final pay slip at the end of the month. With retirement looming, he's finally decided to cash in some of his shares.
Treasury sows seeds of success
This little funds management operation has sensible management, is available at a reasonable price and is unusually diversified.
Sizing up McGuigan Simeon
It’s trading at a discount to NTA and a noted US value investor has been buying lately. Should you be following suit?
Wesfarmers sweetens Coles offer
Wesfarmers is playing hardball in its bid for Coles. Unfortunately for them, Coles shareholders don't have much to bargain with.
Cabcharge's generational shift
Expectations were high but Cabcharge's result was still very good. But will the initiatives being driven by the company's powerful big brother dilute its first-class payments business?
Opportunities in income securities
Thanks to the credit crisis, for the first time in years we’re finding opportunities in income securities. These are the ones that caught our eye.
Brambles leads with its chin
With all the chatter about stakebuilding by Toll and Asciano, Brambles was no doubt very happy to let the numbers do the talking at its recent full-year results.
Tabcorp hit by the flu
Equine influenza has laid Tabcorp low, but it’s just another problem on top of a long list for new MD Elmer Funke Kupper.
Profits propel property sector
Headline profits in the property sector are booming, but it’s distributions that count and it’s important to understand where they're coming from.
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