Summary: The newsletters are keen on consumer finance company FlexiGroup, and they also like Crown Resorts in view of both its domestic and offshore growth. Retailer JB Hi-Fi is still seen as being well positioned in the consumer electronics space after its latest full-year result, which spurred a 7.9% fall in its share price. But there are concerns around BWP Trust, which leases its properties out to Wesfarmers-owned Bunnings, and over online real estate company REA Group, whose shares suffered their biggest fall in six years after the company’s latest results.
Key take-out: FlexiGroup’s growth in 2014-15 is regarded as solid, newsletters say, given the step-up in IT investment during the year and the company’s changing product mix.
Key beneficiaries: General investors. Category: Shares.