21 ordspråk av Rob Patterson
Rob Patterson
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We're looking at it, but we need to see Toll's response first.
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To get it away, they are going to have to virtually give it away. There are too many uncertainties about the outlook to get it away satisfactorily at the moment. I think they ought to put it on hold.
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We're certainly expecting a pretty solid result and potentially a capital return of that quantity.
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If you believe in new management's plan to deal with all of the issues, it is going to be a more profitable future.
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We thought it was a good result, the dividend was above our forecasts and the acquisition of those life businesses from National Australia Bank makes sense.
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It makes sense to have alternatives on the table.
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We're a little bit cautious that David Kirk hasn't been there long and it's a pretty big move.
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They've tried to improve Myer but they will be better off without it. Myer seems to be trying to be all things to all people and it needs to find a niche like David Jones.
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Commodities stocks are clearly leading the rally on the back of global growth and China. The resource boom is alive and well.
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It's a good business, which is well placed with the global resource boom supporting its activities. It's a good defensive stock.
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Unless an offer comes from someone else it's game over.
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It was a positive result and their outlook statement of 20 percent-plus EPS growth was pretty solid.
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It's a disappointing result. Clearly, given the result, they do need to do some work on their operations.
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We are cautious and the market needs to take a breather as it has run very hard.
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Clearly, it's the industry conditions and the regulatory environment that's damaging the pricing for the Telstra sale,
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