Summary: The newsletters are bullish on Fortescue Metals, despite the iron ore miner falling short of third-quarter production forecasts and expectations it may not meet its full-year guidance, and the majority also like Iluka Resources, even after its fall in quarterly revenue and production. Insurer IAG is generally seen as a hold, as is annuity provider and fund manager Challenger, however views are more divided on copper and gold miner OZ Minerals.
Key take-out: Company analysts say the appeal for Fortescue lies in its ability to deliver iron ore in the longer term while reducing its costs of production and gearing.
Key beneficiaries: General investors. Category: Shares.