Collected Wisdom

This week we look at Asciano, Metcash, JB Hi-Fi, Mineral Resources and Ramsay Health Care.

Summary: The newsletters are generally happy with the cost-cutting drive by rail and ports operator Asciano, but they have concerns over whether groceries wholesaler Metcash will deliver the financial goods. Analysts are listening closely to JB Hi-Fi, which has forecast higher full-year sales and earnings, but there are concerns over mining contractor Mineral Resources following the failure of its takeover offer for Aquila, and it’s a case of watch and see for Ramsay Health Care after its acquisition of a French private hospitals group.

Key take-out: Newsletters with buy recommendations on Asciano say the stock’s underperformance over the past year suggests the market is underappreciating the company’s ability to deliver on its savings plan.


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