Stock Reviews
Now we're getting to the interesting stuff. It's time to start investigating some real-life businesses. Below you'll find reviews published by The Intelligent Investor, start at the top, work through them one at a time and learn how the theory gets put into practice.
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3/11/09
Kathmandu Holdings Limited
Kathmandu or Kathmandon’t?
In this review, we consider Munger’s Rule before examining this latest private equity float.
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21/3/09
Brambles Limited
The basics of Brambles
Our thorough review of this blue chip proved enlightening, though not immediately rewarding.
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16/5/08
Confessions of an aeroholic
It's been hard for us contrarians to ignore the massive share price declines of Australia's airline stocks. If it was any other business, we'd...
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9/8/07
Ten Network Holdings Limited
Tuning in to Ten
With the prospect of a private equity bid getting fainter all the time, this TV company's stock has been falling - which is music to our ears.
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4/7/07
Wine industry sees lake half-empty
This year is expected to see an outflow from Australia’s wine lake and this should lead to steadier prices. But the best wineries struggle even in the...
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27/6/07
Putting MAp, MIG and Macquarie to the Enron test
Bermudian companies, iffy accounting and mountains of debt. That’s where the comparisons end.
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23/4/07
Telstra’s anger turns to profit
Telstra’s share price is back to where it was when Sol Trujillo was first appointed CEO. Does it still offer value?
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22/3/07
Boart Longyear Limited
Missing the Boart
The latest float from Macquarie Bank is expensive, cyclical and far from compelling.
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10/5/06
Repco Corporation
Repco fights to catch its breath
A plunge in its share price prompted us to take a look at this household name. Here’s what we found.
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3/1/06
Westpac Banking Corporation
Westpac eyes the ultimate prize
Westpac has reported a ripper result for 2005. But it's the long-term strategy that makes it a winner.
