Domino's: The power and the passion
Investing isn't all about fearing threats. It's about considering potential sources of upside too.
Reconsidering Webjet
With a sharply lower price and a fast growing hotels business, we re-examine Webjet.
ARB's profits to fall
We wondered when a sagging new vehicle market would hit ARB's bottom line. We now have our answer, and perhaps an opportunity.
Is Star Entertainment recession proof?
Casinos should be recession proof, but Star's changing business model means it's far from it.
Hansen & Gentrack: the weirdest trend in software
Cloud computing is taking over the world, right? Meet the industry that refuses to budge.
Flight Centre's leisure woes
Another day, another downgrade for Flight Centre. The culprit is the same: the Australian leisure division.
IPO: 360 Capital Digital Infrastructure Fund
Management's track record has piqued our interest, but the high fees suggest there are better options.
Ahmed Fahour's bad Latitude
Latitude Financial Services is the latest private equity float. If that alone doesn't scare you off, the disingenuous way Latitude is being packaged for sale certainly should.
Chorus appoints new CEO
With the business about to change dramatically, Chorus appoints a new chief.
Macquarie Telecom looks to the cloud
With two divisions - one growing slowly and one growing swiftly - a mispricing might be present at Macquarie Telecom.
Pinnacle's steep ascent
Magellan's meteoric rise has obscured Pinnacle's impressive ascent, which could have much further to go.
Is OFX's currency about to take off?
OFX sacked its CEO, is growing its roster of business clients and growing overseas. But is it enough in such a competitive industry?
Latitude IPO review coming
We're working on this consumer finance company's $4bn float and expect to publish a review of the offer on Friday 11 October.
Tabcorp: the rational bet
We've been down on Tabcorp's wagering division for years. Here's the case for optimism.
Brickworks: from great to good?
Brickworks risks morphing from an industry anomaly into a conventional brick maker. That would be a shame.
Gentrack's earnings decline ... again
Another downgrade suggests the market is harder hit than management realised.
Webjet: banking on beds
Webjet is a go-to place for travellers, but it's the company's infrastructure for travel agents that deserves your attention.
Soul Patts creeps closer
Soul Pattison has quietly built one of the best investing track records in the country. With the share price falling, an opportunity is near.
Ideas Lab: Treasury and the stockpiling showdown
This world-class wine producer is growing strongly but watch the red flags.
Audinate: The most important thing
Is Audinate just another hot tech stock in a market slavishly chasing them or is there genuine value on offer?
IOOF: The signal and the noise
With the business under strain and without sound prospects, we're ceasing coverage.
Ideas Lab: LICs set to rebound?
L1's track record and a reasonable discount to NTA make it and a number of other LICs worth a look.
IOOF prevails against APRA
IOOF is now more likely to complete the acquisition of ANZ's Pensions and Investments business.
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