SP Telemedia changes its spots
This business is quite different to the one we recommended, so we’re not long-term holders. But sentiment seems to be against the stock at the moment and the current price doesn’t reflect its value.
Fleetwood's full spinnaker
This once staid manufacturer of caravans is enjoying fair winds from the commodities boom and the ageing population.
QM Technologies reinvents the envelope
Sometimes you can 'build a better mousetrap' even in the toughest industries. But the harsh realities of competition shouldn’t be forgotten.
Servcorp stands apart
Servcorp's managing director certainly stands out from the crowd, although that's never worried us. The full-year results weren’t bad either, and 2008 is shaping up as another good year.
Commonwealth's prime result
Commonwealth Bank has avoided the problems in the sub-prime mortgage market to chalk up another record profit.
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