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  1. 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

  2. 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

  3. 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

  4. No Pie in the Sky – Sandfire Resources

    Kalgoorlie pie shops, like Jesters, have an unusual invasion this week. So do the local pubs and the town’s other “tourist” attractions. It is the annual Diggers and Dealers conference. Brokers, fund managers, mining company executives beat their chests, drink … Continue reading

  5. One For The Radar

    Campbell Brothers (soon to be called ALS) provided its usual earnings guidance at its AGM this week. The company expects a strong first half, followed by slower second half growth. Such commentary wouldn’t normally be viewed particularly negatively, but in … Continue reading

  6. A New Baddie In Town

    High debt levels is the new baddie in the frontier town called capitalism. Investor, judge, jury and executioner vigilantes are riding out of town any stock with a whiff of “badness” for a quick desert execution and burial. Investors pull … Continue reading

  7. Leighton – Under Construction

    Avoiding exposure to Leighton (LEI) has been a smart move so far this year. However has the stock become so disliked that the market is ignoring fundamental improvements in its outlook?  It does seem so.  Sure, Leighton has suffered some … Continue reading

  8. The Shelf War

    Australians it seems have a mighty thirst for ‘two buck chuck’. Alcohol sales for Woolworths was the sales category with the fastest growth for the company in the past 12 months. Total Australian food and alcohol sales were up 3.8% … Continue reading

  9. Did You Miss The Investors Expo?

    Kimber Capital attended a very successful Trading and Investing Seminars & Expo over the weekend. Chris Kimber was on the main stage for half an hour on both Friday and Saturday discussing whether now is the time to buy and … Continue reading

  10. Hot Hand At The Sands

    There is a very quiet game of poker being played where the stake is one of the world’s highest grade copper mines. At the table sit Australians, Canadians, Chinese and the Chileans – and nobody is blinking.  But once a … Continue reading