Our updates, free in your inbox:

or click here to talk to us about securing a better financial future

  1. Out Of Crisis Comes Opportunity

    The free-falling iron ore price and Fortescue’s decision to cut back its capex commitments dropped a grenade right in the centre of the Mining Services sector. Shrapnel flew everywhere, tearing great swathes from the stock prices of anything in the … Continue reading

  2. Built to Last

    Magellan Financial Group (MFG) is a company specialising in the management of international equities for Australian (and now overseas) investors.  The company was set up in 2007 by two former investment bankers, Hamish Douglass and Chris Mackay (ex-head of UBS … Continue reading

  3. Boasting Upcoming Builds in a Lavish Location

    The panic reverberating around the mining sector following FMG’s decision to curtail development will no doubt create attractive opportunities as stocks are oversold in the usual manner. Volatility is likely to remain high for a while though, so investors of … Continue reading

  4. Harvesting Opportunities or Expecting a Downpour?

    As any Investment Banker will tell you, there aren’t too many deals being done in the market these days. So when there is a bit of M&A activity it tends to attract attention, as was the case when Graincorp popped … Continue reading

  5. Nobody Told Me There Would Be Days Like This

    “Eddie Would Go” is the sign Laura Inman, the new CEO of Billabong, should have on her desk. Eddie Aikau was one of Hawaii’s great fearless heroes.  He rode the biggest waves at Waimea Bay, when no else would dare … Continue reading

  6. Wheels or Concrete

    Airlines grow rapidly, require significant capital investment and earn little money. So any long suffering Qantas shareholder should look covetously at annual earnings growth of 6 per and wonder why they own the wheels (after tax loss of $244 million) … Continue reading

  7. The Real Thing

    Having served its apprenticeship in the Pacific Beverages joint venture with SAB Miller, Coca-Cola Amatil has obviously developed a taste for premium beer. Yesterday’s announcement that the soft drink maker would team up with the Casella Group to expand the … Continue reading

  8. Building from the Mess

    Building materials can be messy things. So it is perhaps fitting that Australia’s largest building materials supplier, Boral, delivered a rather messy full year result yesterday. There were various items below the line, the effective tax rate was a paltry … Continue reading

  9. Can The Cranes Lift This Stock Out Of The Doldrums?

    The basic premise of investing is to buy into companies that are going to deliver earnings and preferably dividend growth. The important bit is trying to get in at a time when the stock’s valuation does not reflect its likely … Continue reading

  10. Expansion Boom?

    Resource stocks and those that service the resource sector have fallen from favour lately. But good buying opportunities are seldom found in popular sectors. One stock whose outlook certainly hasn’t blown up is explosives and fertiliser manufacturer Incitec Pivot (IPL). … Continue reading