Stock Reviews

10/3/11

AMP Limited

AMP: Setting up for failure?

Do AMP’s ambitions exceed its capabilities? History suggests they may. It's time to get out. Greg Hoffman explains why.

13/11/09

ANZ CPS2 convertible preference share

Yield slippage in ANZ CPS2 offer

While ANZ CPS2 is the next bank preference share to roll off the production line, the possibility of outlier events still worries us.

13/8/09

Commonwealth Bank Of Australia

Commonwealth profit bolsters bulls, encourages bears

Investors have cast a decisive vote that the worst is over for Australia's banks. We hope they're right; we fear they're wrong.

23/6/09

Property trusts slash distributions

Securityholders have watched billions in value vaporise through dilutive capital raisings, as the listed property sector saves itself from total...

2/4/09

Tabcorp Bonds

No rush for Tabcorp Bonds

We’re excited about a potential flood of corporate bond issues in the coming months. But buying the first of these retail offers is unlikely to be...

9/3/09

Westpac SPS II

Westpac SPS II offer

Westpac may be the latest big bank to ask its shareholders for more money but it won't be the last.

28/1/09

Westfield Group Limited

Westfield feels the pinch

Yesterday’s profit downgrade wasn’t a shock, but it does prove even the best businesses aren’t immune from this downturn.

5/6/08

Party over for Stockland and Mirvac

With property developers facing a tough future, Mirvac’s cheaper price tag is enough to overcome Stockland’s higher quality.

19/5/08

Retail property trusts feel the pinch

Australian consumers have been keeping their money in their pocket (or mortgage) recently, but that’s only part of the problem for retail landlords.

2/4/08

Danger remains in office trusts

Prices in Australia’s listed office property sector haven't been this low for years. But there are some very good, and worrying, reasons for that.