Time for a shake up at AVJennings
It’s been a boring ride since we first recommended this stock 17 months ago. But with the second-largest shareholder fed up and agitating for change, the odds of a good outcome seem to be rising.
Croesus moves to re-list
This miner’s recapitalisation won’t leave much for existing shareholders, whose interest in the company will be diluted significantly. But at least the prospect of a tax loss is approaching.
Platinum positions itself for a shake-out
If we're entering investment Armageddon, then Platinum isn’t cheap. But weighing up the share price fall and the potential for the company's funds to shake off market turmoil, this looks more like an opportunity.
Grab RAMS by the horns
It’s been a rough three-week ride for those that took up shares in this company’s $2.50 float. The troubles are real but the market’s reaction looks overdone.
Keep sleeping on ResMed
ResMed has been one of Australia’s great success stories, and that’s been reflected in rapid profit growth over the years. But while the company generates a lot of cash, it spends it almost as fast.
Buying the STW story
A battered share price and a bruised ego won’t stop us from upgrading when we see value.
Roc's lucky failure
If you ever wanted proof that oil exploration depends heavily on luck, look at how this group struck hydrocarbons at Massambala in Angola.
Telstra on track
Telstra's recent results showed some good strides towards its long-term goals, but the market was unimpressed.
Servcorp floors the competition
With an owner-manager focused on 'gain tomorrow', a business model that generates excellent cash flow, and a share price that's under pressure from 'pain today' activities, this company is worth another look.
Apathy rewarded at Argo and AFIC
Only have a small amount of money to invest? Don't have the time or inclination to manage a portfolio? Or do you just keep stuffing it up? Then Argo and AFIC might be for you.
Tuning in to Ten
With the prospect of a private equity bid getting fainter all the time, this TV company's stock has been falling - which is music to our ears.
Corporate Express delivers the goods
We like this company's economics and its heads-down management team. But does the future hold even more riches for shareholders? We think so.
The chairman is gone. Long live the chairman!
MMC Contrarian has appointed a new chairman, and it looks like a step in the right direction.
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