Collected Wisdom

This week we look at Goodman Group, National Australia Bank, Leighton Holdings, AMP, and Bendigo and Adelaide Bank.

Summary: The newsletters are tipping Goodman Group to beat its earnings guidance this year, though some think the industrial property giant is close to full value. Views are mixed on NAB following its latest interim profit result, while they are generally pessimistic around contractor Leighton despite the group announcing a surge in profit and higher revenue. The newsletters are generally positive on AMP, and on Bendigo and Adelaide Bank following its acquisition of Rural Finance.

Key take-out: Most newsletters advise their clients to buy Goodman Group after the company’s latest trading update, given the potential for an upgrade in the short term and attractive growth prospects.



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