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CEO of investment manager EC Pohl & Co, Manny Pohl, has held Domino’s Pizza since 2011. It has added considerable value to his portfolio and he explains why he’s still a fan.
The resources boom might have ended but the future for resources companies, particularly the big ones, is far from dim. We examine what Switzer Super Report experts have been saying about BHP and Rio.
This week, readers want to know the pros and cons of buying Worley Parsons and BHP.
The short sellers might still be short, but there are plenty of reasons to take Hochtief up on its offer, with an eye to a full takeover at some point down the line.
The Leighton bid has refocussed the market’s attention on merger and acquisition activity. With M&A likely to pick up this year, here are a bunch of companies that might be ready to profit.
Sirtex has been on the Montgomery Investment radar for a while, but if medical tests are successful, Sirtex’s SIR-spheres have the potential to radically change liver cancer treatment.
Brokers aren’t in a rush to review companies with just 16 actions this week. Alacer Gold got one upgrade and two downgrades, while Transfield and CSR were both upgraded.
On the back of the East Coast property recovery, a boom in discretionary retail stocks is on the cards. Old laggards like DJs and Myers could be set to benefit too.
As a casualty of the big boys’ cost cutting efforts, mining services got hammered during the last reporting season. But that doesn’t mean there aren’t opportunities. We take a look.
M&A talk drove activity this week. BA-Merrill Lynch now sees better value in Westfield Group than Westfield Retail Trust and Leightons got at least one downgrade following the Hochtief bid.
