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Gaurav Sodhi

  • Caltex: refined and redefined

    21 September 2016 Returning to a stock at higher prices is among the hardest things for an investor to do. We give it a shot.

  • TPG falls

    20 September 2016 Today's price fall is not a call to action.

  • Ceasing coverage on Orica

    19 September 2016 A stretched balance sheet and permanently lower volumes make for a poor combination.

  • Better value at Vocus

    14 September 2016 Vocus is better value but it's not quite a Buy.

  • VIDEO: Stock Trek - Book Value

    14 September 2016 Gaurav Sodhi and James Carlisle explain how to use the sometimes ignored and often misused, book value calculation.

  • Mining services update: FY2016

    13 September 2016 A recovery in mining services is underway but the market is already pricing in plenty of optimism.

  • PMP: Result 2016

    7 September 2016 PMP's result wasn't great but, with cash flow still strong, our investment case is on track.

  • Fleetwood: Result 2016

    1 September 2016 It wasn't reflected in the mediocre results but things are on the mend at Fleetwood.

  • VIDEO: Does management matter?

    31 August 2016 Join Gaurav Sodhi and Alex Hughes as they discuss how important management is to their investment decision.

  • Origin: Results 2016

    29 August 2016 Origin's foray into LNG has disappointed to date which is why management is considering a break up.

  • South32: Result 2016

    25 August 2016 The headline numbers didn’t show it but this was a cracking result.

  • Santos: Interim result 2016

    24 August 2016 This was an awful result that suggests Santos isn't in the clear yet.

  • Woodside: Interim result 2016

    23 August 2016 Lower oil prices savaged profits but there is good news coming from Woodside.

  • Amaysim: Result 2016

    23 August 2016 After a poor interim result, amaysim needed a stunner to impress. We got it and it did.

  • Stock Take Video: Computershare, Reckon and Telstra

    22 August 2016 Join analysts Gaurav Sodhi, Alex Hughes and research director James Carlisle as they discuss Computershare, Reckon and Telstra.

  • BHP Billiton: Result 2016

    17 August 2016 This result illustrates a long standing truth about BHP: great assets, poor allocation.

  • Telstra: result 2016

    11 August 2016 The headline numbers didn’t reveal it but this was a weak result that highlighted longstanding concerns.

  • Northern Star sells Plutonic

    9 August 2016 This is our last word on gold miners.

  • Rio: Interim result 2016

    4 August 2016 With lower commodity prices generating lower profits, this was a solid, if unsurprising, result.

  • The truth about gold stocks

    1 August 2016 Analysis in the gold sector doesn't lead to better outcomes, says Gaurav Sodhi. It's time to admit that fact and move on.