Collected Wisdom

This week we look at Nufarm, Metcash, Challenger, Seek and Recall Holdings.

Summary: Newsletters maintain their positive outlook for Nufarm following the agribusiness’s forecast for growth at its latest AGM, but dislike Metcash, with most telling their clients to get out of the wholesale distribution company. The rule change over Challenger’s niche care annuity highlights the company’s regulatory risk, it appears Seek has a limited chance to beat earnings expectations this year and Recall’s latest acquisition is a good fit for the document management company, according to the investment press.

Key take-out: Nufarm, a quality agricultural exposure for investors, is in a position to deliver solid earnings over the next few years as seasonal conditions in Australia improve. It is also a beneficiary of a falling Australian dollar.



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