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Intelligent Investor623 articles
20 hours, 7 minutes ago
Shareholder activism steps up a notch
We spotted an interesting letter to the editor from John Sevior, the Head of Equities at Perpetual Investments, in the 26 November issue of The Australian Financial Review. Sevior was ...
Intelligent Investor - 1:42 p.m. Monday 1st December 2008
Intelligent Investor - 1:42 p.m. Monday 1st December 2008
2009: Year of the value trap?
There have been few places to hide during this vicious bear market. While stock prices appear cheap, our managing director is concerned that the economic and share price ramifications of ...
Intelligent Investor - 1:04 p.m. Monday 1st December 2008
Intelligent Investor - 1:04 p.m. Monday 1st December 2008
Wesfarmers Limited
Company: Wesfarmers Limited (WES) In our Stock Take podcast of 26 Nov 08, we mentioned a switching strategy that may be suitable for Wesfarmers shareholders who currently hold stock with ...
Intelligent Investor - 1:04 p.m. Monday 1st December 2008
Intelligent Investor - 1:04 p.m. Monday 1st December 2008
AWM and IOOF tie the knot
Company: Australian Wealth Management Limited (AUW) Despite our ongoing concerns with the Ord Minnett acquisition, the proposed merger of Australian Wealth Management and IOOF looks much more sensible. Chris Kelaher ...
Intelligent Investor - 9:08 a.m. Monday 1st December 2008
Intelligent Investor - 9:08 a.m. Monday 1st December 2008
3 days, 23 hours ago
Best Buys in unusual places
As the bear market grinds on, opportunities are appearing ? although perhaps not where you might have expected. In our last Best Buys report, on 22 Jan 08, we said ...
Intelligent Investor - 10:30 a.m. Friday 28th November 2008
Intelligent Investor - 10:30 a.m. Friday 28th November 2008
T for Trouble at Timbercorp
Comparative review This company has been a strong recommendation of ours for more than 18 months. It's now in an awful mess. The three words you never want to see ...
Intelligent Investor - 10:30 a.m. Friday 28th November 2008
Intelligent Investor - 10:30 a.m. Friday 28th November 2008
5 days, 21 hours ago
Balloons burst at Harvey Norman
Company: Harvey Norman Holdings Limited (HVN) This year marked Harvey Norman's 21st annual meeting, but its coming of age party has been a fizzer. At least shareholders are getting the ...
Intelligent Investor - 11:57 a.m. Wednesday 26th November 2008
Intelligent Investor - 11:57 a.m. Wednesday 26th November 2008
6 days, 19 hours ago
Fund managers go with the flow
Comparative review The market downdraught and net outflows of funds have hurt the three fund managers we cover, but their underlying performance, at least in relative terms, has remained pretty ...
Intelligent Investor - 2:20 p.m. Tuesday 25th November 2008
Intelligent Investor - 2:20 p.m. Tuesday 25th November 2008
Cheap accommodation at Fleetwood
Company: Fleetwood Corporation Limited (FWD) This caravan manufacturer has made a huge investment supplying temporary accommodation to the resources sector and, with the cycle now turning, profits are likely to ...
Intelligent Investor - 10:35 a.m. Tuesday 25th November 2008
Intelligent Investor - 10:35 a.m. Tuesday 25th November 2008
1 week, 3 days ago
Hothouse stocks: a year on
Comparative review At an industry level, developments have largely been as expected since last year's review of the power sector, but there have been some wild performances from individual companies. ...
Intelligent Investor - 3:53 p.m. Friday 21st November 2008
Intelligent Investor - 3:53 p.m. Friday 21st November 2008
Macquarie model misunderstood, not broken
Company: Macquarie Group Limited (MQG) The naysayers have it that Macquarie is a relic from the boom times, but a cold hard look at its various divisions shows that, for ...
Intelligent Investor - 1:24 p.m. Friday 21st November 2008
Intelligent Investor - 1:24 p.m. Friday 21st November 2008
Leighton Holdings Limited
Company: Leighton Holdings Limited (LEI) A little over three months ago, on 15 Aug 08 (Sell – $42.36), we concluded our brief review of this contract mining and construction giant ...
Intelligent Investor - 1:24 p.m. Friday 21st November 2008
Intelligent Investor - 1:24 p.m. Friday 21st November 2008
1 week, 4 days ago
Japanese property trusts fight for survival
Comparative review High fees, high debt and misaligned incentives are a dangerous combination, and so it has proved for these Japanese property trusts. But with their beaten-down stock prices, there ...
Intelligent Investor - 11:02 a.m. Thursday 20th November 2008
Intelligent Investor - 11:02 a.m. Thursday 20th November 2008
1 week, 5 days ago
RHG leaves investors in the dark
Company: RHG Group Limited (RHG) We turned up at the RHG annual meeting with high hopes of receiving a distribution. We left sorely disappointed. Our annual Good Value Awards won’t ...
Intelligent Investor - 3:04 p.m. Wednesday 19th November 2008
Intelligent Investor - 3:04 p.m. Wednesday 19th November 2008
Sonic Healthcare Limited
Company: Sonic Healthcare Limited (SHL) Sonic Healthcare has joined the recent rush to raise capital, with institutions subscribing for $425m worth of shares at $11.60. The raising will go to ...
Intelligent Investor - 1:01 p.m. Wednesday 19th November 2008
Intelligent Investor - 1:01 p.m. Wednesday 19th November 2008
