Collected Wisdom

This week we look at Nine Entertainment, Qantas, Harvey Norman, Seek and Boart Longyear.

Summary: The newsletters almost all say Nine Entertainment is cheap even after it signalled a soft trading environment, while they think Qantas is back on the right course after its massive asset write down. Analysts are deeply mixed over both Harvey Norman and also Seek after their impressive share price runs this year, but they all agree there is too much risk in Boart Longyear given uncertainty surrounding whether it can continue operating.

Key take-out: Nine can rely on its improving events business along with a solid TV-line up to propel earnings growth ahead, according to newsletters. They forecast a total return of around 25% on average over the next 12 months.

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