Collected Wisdom

This week we look at Sims Metal Management, Newcrest, Western Areas, Insurance Australia Group, and Atlas Iron.

Summary: The newsletters believe the cost-cutting and divestment program at Sims Metal will deliver returns, but they’re concerned over impairment charges and operational issues at gold miner Newcrest. Meanwhile, nickel producer Western Areas gets a tick of approval, some say it’s as good as it gets for Insurance Australia Group, and others wonder if the rust will set in for Atlas Iron.

Key take-out: A majority of analysts rate Sims Metal a buy, with the company’s CEO having unveiled plans to substantially boost earnings via a business optimisation program. They also expect the company to reinstate its dividend in 2014-15.

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