Text Resize

-A +A

All Research

  • Carsales' Stratton splutters

    2 November 2016 The company’s financial services division, acquired in 2014, is suffering due to problems at a major lender. Was the acquisition a lemon?

  • AMP on the rocks

    2 November 2016 It's been one-way traffic for AMP over the past year – and it's been in the wrong direction.

  • Trouble at Vita

    2 November 2016 We alluded to trouble ahead when we recommended member's SELL. With fears intensifying, we are ceasing coverage.

  • 5 from 15: Roc(s) in our heads?

    1 November 2016 Roc Oil wasn’t the most costly recommendation in our long history but it might have been the most valuable, if you could stomach the 60% loss.

  • iCar Asia’s lower inflows

    1 November 2016 Falling cash inflows aren’t good news but the numbers look consistent with management’s guidance.

  • Carsales recommendation guide

    31 October 2016 Look out for a full review shortly but in the meantime we’re lowering our Buy price.

  • ANZ reduces Asian retail exposure

    31 October 2016 New chief executive Shayne Elliot continues to right the ship.

  • Woolworths accentuates the positive

    31 October 2016 Woolworths’ supermarkets business is growing again – just.

  • Macquarie Group: Interim result 2017

    31 October 2016 Macquarie Group's interim result beat expectations, however, this was partly supported by one-off factors.

  • Eureka Moment: The China Syndrome

    28 October 2016 Tony Kaye interviews John Addis on the growth prospects of China.

  • Equity Income Portfolio trades

    28 October 2016 Our Equity Income Portfolio has swapped one holding for another.

  • Microcap Conference 2016: Part 2

    28 October 2016 We look at three more companies from the 7th annual Microcap Investment Conference.

  • Patience pays at PMP

    28 October 2016 We've waited more than a year for this: PMP has announced a cracking deal.

  • NAB: Result 2016

    28 October 2016 At its best, banking is dull – and this result from NAB was almost excruciatingly so.

  • Five ways to turn down the market noise

    27 October 2016 Turning down the information flow around us helps to deliver strong returns in turbulent times.

  • Ardent Leisure: AGM 2016

    27 October 2016 Management of this leisure business faced shareholders only days after what would have to be the most difficult day of their careers.

  • Ainsworth's shocking first half

    27 October 2016 The pokie maker has revealed a further deterioration in its Australian business, although it's still travelling well overseas.

  • Target toys with Wesfarmers

    27 October 2016 A collapse in Target’s sales was the shock in the first-quarter results but it was weaker growth from Coles and Bunnings that unnerved the market.

  • Property Point: Decoding residential demand

    26 October 2016 Watch Eureka Report Editor Tony Kaye interview REA Group Chief Economist Nerida Conisbee about Australian residential property demand.

  • Nanosonics hits record sales

    26 October 2016 This maker of disinfection devices is going from strength to strength with another excellent quarterly result.