Collected Wisdom

This week we look at ResMed, Iluka Resources, Atlas Iron, Bradken and GPT Group.

Summary: Analysts are divided over ResMed after the sleep disorder equipment maker’s exceptional result, while they are more optimistic towards Iluka in lieu of a potentially improving mineral sands market. Elsewhere, Atlas Iron is in deep trouble at current iron ore prices, Bradken faces a host of risks after the dumped takeover and GPT Group is trading around fair value after its pre-released results, newsletters say.

Key take-out: Newsletters agree the outlook for ResMed’s earnings remains stellar as the company benefits from its new products, the falling Australian dollar and from efficiency gains, but several question how much is already priced into the stock.



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