Stock Reviews

 

 

  • 3/9/13

    Westfield Group Limited

    Westfield: Interim result 2013

    Westfield’s interim result was ok but, as Nathan Bell explains, management’s attempts to boost profits and return on equity face headwinds in...

  • 27/8/13

    Spark Infrastructure Group

    Spark Infrastructure: Interim result 2013

    A decent result and better than decent yield is maintained for now, but the next regulatory period may be more challenging.

  • 16/8/13

    Stockland

    Stockland: Result 2013

    Asset write downs and poor residential property sales featured in Stockland's result. Nathan Bell considers the risks to its 6.7% yield.

  • 13/8/13

    GPT Group Limited

    GPT Group: Interim result 2013

    Following a disastrous, debt-fuelled acquisition binge overseas, GPT Group resembles its old self. But Nathan Bell sees new challenges.

  • 25/7/13

    Australand Holdings Limited

    Australand: Interim result 2013

    With a potential sale of its property portfolio scuttled, it's back to normal business for this property group.

  • 16/7/13

    iSelect

    iSelect: Not the next Carsales.com

    It’s being pitched as the next Carsales.com but misleadingly so. Jason Prowd explains why this insurance comparison service has little in common with...

  • 10/7/13

    AMP Limited

    AMP hears competition’s roar

    AMP’s iconic brand belies a business struggling to deal with a more competitive market and actuarial accuracy, explains Nathan Bell.

  • 2/7/13

    BWP Trust

    BWP Trust back on the Buy list

    After last week upgrading ALE Property Group, here’s another defensive, low risk A-REIT to slot into your income portfolio.

  • 26/6/13

    Another round of ALE?

    With a low risk starting yield of 6.4% and the potential for a kicker in returns from a rent review in 2018 and 2028, Jason Prowd explains why we’re...

  • 25/6/13

    Metcash

    Metcash: Result 2013

    Liquor and hardware acquisitions have covered up another worrying performance from this wholesaler's core grocery business.

 

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The Intelligent Investor

Current Issue 383

  • Wotif.com: Fairfax or Flight Centre?
  • Amcor: Repackaged and rising
  • Credit where credit’s due
  • Go Harvey, go
  • For the love of Qantas, sack Joyce
  • Risk, uncertainty and Forge
  • AWE rejects takeover offer
  • Crowe Horwath gets its wings clipped
  • Gold portfolio takes a bath
  • Sonic and Australia's newest duopoly
  • CSL's next gen a blood curdler
  • QBE upgraded to Buy
  • The great diversification myth
  • Growth Portfolio outperforms in 2013
  • The stock bombs of 2014 - Pt 2
  • The stock bombs of 2014 - Pt 1
  • Three special reports now available
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  • Happy Christmas reading
  • Reflections on 2013
  • Will the cycle beat the structural?
  • Small stocks update