Recent content by luvbhatnagar

And the selling continues ... hmm will be interesting to see what comes out when they provide an earnings update in Feb.

Great thanks. Don't have access to the JP Morgan report - out of interest what was the rationale? Would have thought if anything there is upside given the results of the FS inquiry (which wasn't that long ago!) and they definitely dominate the annuity market in Australia. Outside of the...

Anyone know whats happening with Challenger? Horrendous start to 2016 (almost 7% down today alone!) - the company fundamentals still seem sound. My guess is this in part a correction for the run over 2015 but still mental ...

Does anyone know what's happening with Ardent Leisure? They seem to be on a roller coaster since their results. Down over 10% in the last 3 days with no real news.

Anyone knows whats causing the volatility with this one over the last few days?

With the name changes (and consequent code change back to QAN) wonder how many punters have clicked on to the fact that their number of units have decreased by 7% (ie 93% of original holdings) while the share price has been on a steady slide down ....

Re: DSH - Dick Smith Holdings Thanks all. Yep, agree with all the comments. As you say, not easy to run a retailer in this market particularly if you stuff up your product mix and poor management. I also wonder if there is any merit in the takeover rumours that floated recently particularly...

Re: DSH - Dick Smith Holdings Yet another crash for Dick Smith - not particularly promising.

Interesting company especially with all the interest rate headwinds and slowdown of the property market. Seems to be recovering now?

Does anyone have any thoughts on BPT? They seem to be at an interesting place at the moment. Highlights below are from a Commsec report on the back of the BPT 3Q15 production report – Production of 2.1mmboe was down 11% qoq due mainly to natural decline across oil assets and planned...