Time to buy Aristocrat
Aristocrat’s worry list could fill an entire exercise book, but that’s the best time to buy if you’re betting on a future recovery.
WHK Group flags dividend recovery
WHK’s share price has barely budged since we commenced coverage on the company a year ago. But, with markets more favourable, the business is returning to form.
Crown: Quality assets, questionable record
On the numbers, this stock offers reasonable value. But investors shouldn't ignore the company’s recent poor investment record, which demands a significant margin of safety be applied.
The big banks' great escape
The huge capital raisings of recent months have important implications for bank stock investors, and our recommendations on the sector.
Introducing Prime Infrastructure
Prime Infrastructure Holdings has listed at a discount to its offer price, and we think it’s cheap.
Woolworths keeps Metcash at bay
Asked to name Australia’s third largest grocery player, few consumers would answer ‘Metcash’. In this review, we pitch the quiet achiever against the might of Woolworths, to discern whether it’s gourmet investment material or mutton dressed up as lamb.
Santos steps on the gas
Our quest to find the best oil and gas stocks in the country continues. As the second largest listed oil and gas company, Santos is squarely in our sights.
Treasury Group faces the critics
While Treasury’s earliest funds management business is struggling, the more recent ones are putting runs on the board. While there’s a risk its diversified model could disintegrate, that very diversification remains a key strength.
BBI EPS becomes Prime Infrastructure
Yesterday, owners of the BBI EPS income securities approved an important restructure, and in one week we’ll get a good idea of whether our valuation thesis was accurate.
Every reason for concern at Wesfarmers
Shareholders rely on management to tell the story straight. But unfortunately backward steps were evident in the Wesfarmers annual report and at its subsequent AGM.
Where we stand after standing for the RHG board
In this review, we set aside the heightened emotion of the RHG annual shareholders’ meeting and examine the situation as rational value investors.
Yield slippage in ANZ CPS2 offer
While ANZ CPS2 is the next bank preference share to roll off the production line, the possibility of outlier events still worries us.
Shining the light on Woodside
As the largest specialist oil and gas company in Australia, Woodside Petroleum is the ideal place to start our search for opportunities in oil.
Call 1300 880 160
Start a chat
Schedule a call
