Cutting the cheese with Bega

Bega Cheese (BGA) last week announced a $460m deal to buy the iconic Australian brand, Vegemite, together with some other brands such as ZoOSh salad dressing from Mondelez International. While t...

Foxtel IPO and Telstra

Foxtel was formed in 1995 as a joint venture between News Corp (NWS) and Telstra (TLS). Last year, rumours swirled saying that Foxtel would pursue an IPO but in the end, nothing eventuated. With...

TPG Expands into Singapore

TPG Telecom’s (TPM) share price plunged in late September last year as the result of an earnings downgrade by peer company Vocus (VOC). The logic was that if VOC was having problems that would ...

The Rise and Fall of Bellamy's Australia

Bellamy’s Australia (BAL) was mentioned in a post on this blog late last year that took a look at the risks of investing in high P/E stocks like BAL. Things have not improved for BAL since th...

A look back at the IPOs of 2016

Now that 2016 is over we can take a look back at the success (or otherwise) of some of the big Initial Public Offerings (IPOs) of 2016. IPO is the market terminology for the process of taking a ...

Gold Price Crunch

It’s been an extremely volatile year for investors in gold miners, mostly because of volatility in the gold price. Gold began the year not far from multi-year lows at just below US$1,100 per o...

[WEBINAR RECORDING] A complete analysis on The Big Four Banks

In this webinar recording, investment team members James Woods and William O'Loughlin provide a complete (technical and fundamental) analysis on the big four banks.* This video contains general adv...

Why did Santos just raise $1.5bn?

Santos caught investors off guard today when it announced a capital raising for $1.5bn. With a market capitalisation of $7.8bn this represents almost 20% of the market cap. STO has been sufferin...

What does a bubble look like?

1-Page (1PG) is a software as a service (SaaS) company providing HR solutions for businesses. It listed in late 2014 for a price of $0.20 and one look at today’s share price of $0.205 might caus...

A tough year for Crown Resorts

Crown Resorts (CWN) has had a tough year. The share price is down 8.6% so far, mainly as the result of a sharp decline when it was announced that several of its employees had been detained in Ch...