Sat 04 Sep 2010 8:20

Issue number 122 - 07 Mar 03


Feature Articles

Recommendations reckoning
07 Mar 2003
Here we share our response to some recent constructive criticism from long time investor and subscriber, John of Castle Hill, NSW.

Correction
07 Mar 2003
Those with a sharp eye and a sound knowledge of banking may have spotted a typographical error in last issue's article on Adelaide Bank. ...

Portfolio changes
07 Mar 2003
We advised in our email update that we were selling the Brazin shares we held in our growth and income portfolios.   As you can see from...

Staff stock ownership
07 Mar 2003
Perceptive subscribers may have noticed the increased number of stocks owned by staff in this issue (see bottom of page 2). While we'd like to have...

Investors College Articles

Common-size financial statements
07 Mar 2003
This is a useful technique employed by analysts to help reveal interesting facts and relationships at a glance. And it's not that hard to do.

Stocks in Detail

Odds lengthen at Aristocrat (ALL)
07 Mar 2003 (Long Term Buy - $1.760)
Given the huge fall in Aristocrat shares we think now is the time to take a punt. LONG TERM BUY.

Commonweath yield rises (CBA)
07 Mar 2003 (Buy - $24.88)
Ignore the hysteria around the Chris Cuffe payout and you'll see that the Commonwealth Bank delivered an encouraging result. BUY.

Foster's wine fumbles (FGL)
07 Mar 2003 (Long Term Buy - $4.21)
Foster's foray into wine hasn't turned out well but beer is as strong as ever. LONG TERM BUY.

Office Trusts compared (DOT)
07 Mar 2003 (Hold for Yield - $1.110)
ING Office Fund, our favoured stock in the sector, remains a BUY for YIELD but we're upgrading Deutsche Office to HOLD for YIELD.

Office Trusts compared (IOF)
07 Mar 2003 (Buy for Yield - $1.160)
In the Hollywood blockbuster Mission Impossible 2, Tom Cruise abseils from a helicopter down through the roof of a high-tech skyscraper –...

Sons' savage slip-up (SGW)
07 Mar 2003 (Hold while Unstable - $1.470)
The latest result has raised some serious concerns. We're downgrading to HOLD WHILE UNSTABLE.

A lot to like at Santos? (STO)
07 Mar 2003 (Long Term Buy - $5.56)
We've been keen on this oil stock for a while and remain so. LONG TERM BUY.

Henry Walker v Downer EDI (DOW)
07 Mar 2003 (Hold for the Upside - $2.00)
Here are two companies in tough industries, but which one is best? With Henry Walker Eltin, SELL and SWITCH to Leighton. With Downer EDI, HOLD for...

Henry Walker v Downer EDI (HWE)
07 Mar 2003 (Hold - $0.690)
Here are two companies in tough industries, but which one is best? With Henry Walker Eltin, SELL and SWITCH to Leighton. With Downer EDI, HOLD for...

Christmas relief for Miller's (SFH)
07 Mar 2003 (Strong Buy - $1.690)
The latest results confirmed our faith in this growing retailer. STRONG BUY.

Brazin's sad song (BRZ)
07 Mar 2003 (Sell - $1.200)
Despite the success of its other businesses, there are too many people burning their own CDs. It makes life tough for Sanity. SELL and SWITCH to...

Stocks in Brief

» Amalgamated Holdings Limited (AHD) 7 Mar 03
» AMP Limited (AMP) 7 Mar 03
» AMP Reset Preferred Securities Trust (AMKPA) 7 Mar 03
» ERG Limited (VID) 7 Mar 03
» Flight Centre Limited (FLT) 7 Mar 03
» Futuris Corporation Limited (ELD) 7 Mar 03
» GasNet Australia Group (GAS) 7 Mar 03
» Great Southern Plantations Limited (GTP) 7 Mar 03
» Insurance Australia Group Limited (IAG) 7 Mar 03
» Jupiters Limited (JUP) 7 Mar 03
» Leighton Holdings Limited (LEI) 7 Mar 03
» Lihir Gold Limited 7 Mar 03
» Perpetual Trustees Australia Limited (PPT) 7 Mar 03
» Publishing & Broadcasting Limited (CMJ) 7 Mar 03
» Strathfield Group Limited (SRA) 7 Mar 03
» STW Communications Group Limited (SGN) 7 Mar 03
» Suncorp Metway Limited (SUN) 7 Mar 03
» Tabcorp Holdings Limited (TAH) 7 Mar 03
» Westpac Banking Corporation (WBC) 7 Mar 03
» Woodside Petroleum Limited (WPL) 7 Mar 03
» Woolworths Limited (WOW) 7 Mar 03
» Constellation & BRL Hardy (BRL) 7 Mar 03
» Stop Press (BKW) 7 Mar 03
» Stop Press (BRS) 7 Mar 03
» Telstra Corporation Limited (TLS) 7 Mar 03
» AMP Limited (AMP) 7 Mar 03
» Amcor Limited (AMC) 7 Mar 03
» Australia & New Zealand Banking Group Limited (ANZ) 7 Mar 03
» Brambles Industries Limited (BXB) 7 Mar 03
» CSL Limited (CSL) 7 Mar 03
» Qantas Airways Limited (QAN) 7 Mar 03
» Cochlear Limited (COH) 7 Mar 03
» Jupiters & Tabcorp update (JUP) 7 Mar 03
» Jupiters & Tabcorp update (TAH) 7 Mar 03
» Suncorp Metway Limited (SUN) 7 Mar 03
» BHP Billiton Limited (The) (BHP) 7 Mar 03
» WMC Resources (WMR) 7 Mar 03
» National Foods Limited (NFD) 7 Mar 03
» Newcrest Mining Limited (NCM) 7 Mar 03
» Southcorp Limited (SRP) 7 Mar 03
» Bank Of Western Australia Limited (BWA) 7 Mar 03
» Harvey Norman Holdings Limited (HVN) 7 Mar 03
» Adsteam Marine Limited (ADZ) 7 Mar 03
» Peptech Limited (AAH) 7 Mar 03
» Sonic Healthcare Limited (SHL) 7 Mar 03
» SecureNet Limited (SNX) 7 Mar 03
» Reporting season continues (APN) 7 Mar 03
» Reporting season continues (BTA) 7 Mar 03
» Reporting season continues (CIR) 7 Mar 03
» Reporting season continues (FLT) 7 Mar 03
» Reporting season continues (WDC) 7 Mar 03


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