Collected Wisdom: Mixed doubles edition

This week we look at contrasting couples: Woolworths and Wesfarmers, Perpetual and BT Investment Management & Regis Resources and Northern Star.

Summary: Woolworth’s decision to exit home improvement venture Masters is seen as a short term boost for earnings, but analysts still see an overall downward trend, while Wesfarmer’s acquisition of UK Homebase not is expected to be smooth sailing. Analysts have been downgrading price targets on Perpetual as the share market dips, while BT Investment’s slowing FUM has been met with caution.

Key take out: Analysts move Regis Resources from a hold to a sell as the share price outstrips forward-looking targets, while Northern Star’s all-in sustaining costs from its December update were well received. 

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