This wide moat share is trading at a 17% discount to our fair value.

A concerning combination of Chinese manufacturing and US sales.

Market share gains in improving trading conditions.

We raise our fair value after strong results but shares are pricey.

The shares are up over 32% in the last year but we think investors are too optimistic.

Star Entertainment shares have lost more than 90% of their value in the past 3 years. Angus Hewitt discusses where the company stands and what needs...

Tabcorp shares have slumped amid a slower than expected turnaround and the prospect of tighter advertising rules. 

Strong recovery bodes well for the company.

A new CEO and a rejected takeover bid may mean better days ahead for the beaten down share. 

The narrow moat company surged after an unexpectedly positive result.