Summary: The newsletters like the look of outdoor clothing retailer Kathmandu after its latest profit result, while Macquarie Group is considered a hold in light of upgraded profit forecasts. Retailer Myer is also viewed as a hold at this stage, but grocery wholesaler Metcash is seen as a sell. Meanwhile, there are divided views on real estate conglomerate Stockland, which has bought a key stake in Australand.
Key take-out: Kathmandu is targeting an improved profit outcome in 2013-14, after adjusting for the effect of exchange rates.
Key beneficiaries: General investors. Category: Shares.