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Intelligent Investor

  • VIDEO: What's holding up our dollar?

    31 January 2017 Editor Tony Kaye asks economics writer Callam Pickering what's behind the strength of the Australian dollar.

  • Virtus disappoints with market share losses

    31 January 2017 Virtus has lost market share in its key state, but there are other things to like about this IVF provider.

  • Trimming our coverage list

    30 January 2017 To make room for new companies we cease coverage on a number of businesses from time to time. Here is this year's selection.

  • Sonic acquires German lab

    30 January 2017 Sonic has acquired a new pathology lab in Germany.

  • Servcorp takes a tumble

    30 January 2017 The share price of serviced office provider Servcorp has fallen 20% following a profit warning.

  • What to watch this reporting season

    30 January 2017 To help you navigate the coming company results, John Addis asks the team what they’re looking out for.

  • Aurizon lacking a gravy train

    27 January 2017 Australia's largest rail freight operator uses too much capital and there's not much growth on the horizon.

  • VIDEO: Tom Millner of BKI

    25 January 2017 BKI's portfolio manager addresses a flat performance by the large-cap Australian equities portfolio, and gives his views on banks and the dollar.

  • ResMed margins disappoint (again)

    25 January 2017 ResMed has announced another quarter of decent sales growth failing to translate into earnings.

  • Macmahon's takeover offer

    24 January 2017 CIMIC, a serial acquirer in the mining services space, has lobbed a bid for Macmahon.

  • Boss Talk: Scott Wilson, CEO of iSelect

    24 January 2017 Analyst Jon Mills sits down with iSelect CEO Scott Wilson to discuss the group's operations.

  • Wesfarmers' coal curveball

    24 January 2017 The conglomerate’s Resources business has staged a remarkable turnaround but Coles is losing some sheen.

  • Macro Monday, 23rd January

    23 January 2017 We look forward to this week's inflation figures, the US GDP figures and the long-term outlook for the Trump presidency.

  • Macro: What chance a trade war?

    23 January 2017 Investors are overstating the impact of a Trump presidency and missing one of the biggest risks. Here’s how to deal with it.

  • Brambles lowers profit forecast

    23 January 2017 Brambles has lowered its expectation for full-year profit due to pricing pressure and poor sales.

  • Fleetwood's asset problem

    23 January 2017 Despite declining revenues and declining profits, Fleetwood's share price rose 60% last year. Does the investment case still stack up?

  • Carsales changes drivers

    19 January 2017 Co-founder Greg Roebuck is stepping down as managing director, to be replaced by chief operating officer Cameron McIntyre. Is it time to worry?

  • CSL upgrades profit guidance

    19 January 2017 This blood products maker has lifted expectations for full-year net profit.

  • Sirtex Medical: The bull and bear case

    18 January 2017 Sirtex investors have been getting whiplash in recent months. Graham Witcomb considers some possible futures for the company.

  • The lid is lifted on Bellamy's

    17 January 2017 By signing a crippling supply agreement with Fonterra, Bellamy's has put its destiny in the hands of others.