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Issue number 290
(17 Feb - 05 Mar 10)
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Feature Articles
What are our best buys?
05 Mar 2010
In the bull run of the past twelve months, quality stocks have clearly lagged. That explains why many high quality stocks have found their way onto...
Stocks in Detail
Property trusts on the front foot
(Comparative review)
05 Mar 2010
A year on from the carnage of March 2009 and - rather remarkably - it seems animal spirits have returned to the listed property sector.
QBE: The perfect long term buy
(QBE)
03 Mar 2010
A deceptively simple strategy has produced astonishing results. And now QBE is available at a reasonable price.
Dumb questions for Intelligent Investors - BHP Billiton
(BHP)
03 Mar 2010
Video interview with BHP analyst Gaurav Sodhi (16 minutes).
Corporate Express not stationary
(CXP)
02 Mar 2010
Sales and profits in 2009 were down, but that doesn’t mean that the company is going backwards.
Metcash: Top quality, budget price
(MTS)
01 Mar 2010
Metcash is trading within spitting distance of its lowest ever price-to-earnings ratio; it's time to step up.
IAG turnaround on track
(IAG)
26 Feb 2010
Managing Director Mike Wilkins is making good progress in turning around this insurance giant, just as we'd hoped.
No surprise in Servcorp slump
(SRV)
26 Feb 2010
Investors have been spooked by the collapse of Servcorp’s first half profit. But with the global economic downturn hitting home and floor rollouts...
Suncorp shareholders suffer, again
(SUN)
25 Feb 2010
Analysis reveals this company’s latest dividend cut may signal deeper issues, contrary to management’s confident tone.
Prime Infrastructure begins to pay
(PIH)
25 Feb 2010
The group’s diversified collection of infrastructure assets are once again funding good distributions to securityholders.
Infomedia lifts dividend as profits fall
(IFM)
25 Feb 2010
While many companies have cut their dividends recently, Infomedia shareholders will enjoy a higher interim payout. But it’s not all good news.
Five is enough for Fantastic
(FAN)
25 Feb 2010
A little perspective illustrates that Fantastic’s results weren’t quite as good as they looked. And while five retail brands seems quite a handful,...
Aristocrat: Waiting to collect
(ALL)
24 Feb 2010
Aristocrat won’t pay a final dividend. But unlike those who play its poker machines, our odds of success should increase over time.
Sonic sticks to its script
(SHL)
23 Feb 2010
It was a difficult six months for some listed pathology companies. Sonic Healthcare wasn’t one of them.
RHG shareholder surprises, results don’t
(RHG)
22 Feb 2010
This company’s half-year profit came in as expected, but a key shareholder has decided to jump ship and we’re taking notice.
Seven signs of dictatorship
(Comparative review)
22 Feb 2010
If you ever had any doubts that Seven Network was being run as Kerry Stokes’s personal fiefdom, today’s acquisition announcement should clear things...
Take no action on TODHA bid
(TODHA)
22 Feb 2010
These debentures, currently under the control of receivers, are the subject of an unsolicited bid by Hamilton Securities.
Rio Tinto: Aluminium foiled
(RIO)
19 Feb 2010
Rio Tinto is used to digging holes. With the Alcan acquisition, it dug itself a big one. Whether it will emerge untarnished is very much unclear.
Wesfarmers grabs the baton
(WES)
19 Feb 2010
With a resurgent Coles, Woolworths is on the back foot. But the market knows it, and that’s why Wesfarmers shares are the poorer investment.
WOW! A great price for Woolies
(WOW)
17 Feb 2010
Woolworths is a fine company that, finally, is trading at an attractive price. And there are good reasons for that.
Stocks in Brief
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Harvey Norman
(HVN)
2 Mar 10
»
Spark Infrastructure
(SKI)
2 Mar 10
»
IOOF Holdings
(IFL)
2 Mar 10
»
Perpetual
(PPT)
1 Mar 10
»
Treasury Group
(TRG)
26 Feb 10
»
Woolworths
(WOW)
26 Feb 10
»
Flight Centre
(FLT)
26 Feb 10
»
MAp Group
(MAP)
25 Feb 10
»
Woodside Petroleum
(WPL)
25 Feb 10
»
Oil Search
(OSH)
23 Feb 10
»
AWE
(AWE)
23 Feb 10
»
Platinum Asset Management
(PTM)
22 Feb 10
»
Billabong International
(BBG)
22 Feb 10
»
SAI Global
(SAI)
22 Feb 10
»
Alesco Corporation
(ALS)
22 Feb 10
»
Santos
(STO)
22 Feb 10
»
ASX
(ASX)
18 Feb 10
»
CSL
(CSL)
18 Feb 10
»
Westfield Group
(WDC)
18 Feb 10
»
Coca-Cola Amatil
(CCL)
17 Feb 10
»
Seek
(SEK)
17 Feb 10
»
Brambles
(BXB)
17 Feb 10
»
ARB Corp
(ARP)
17 Feb 10
»
WHK Group
(WHG)
17 Feb 10
»
Foster's Group
(FGL)
17 Feb 10
Bulletin Board
Value Fund applications due
24 Feb 2010
February applications for the Intelligent Investor Value Fund close this Friday, 26 February. If you’re interested in investing please post your...
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