Summary: QBE Insurance should be able to deliver stable and predictable earnings ahead with higher dividends to shareholders, newsletters say. Metcash, on the other hand, may be struggling with its transformation program as it battles with more fierce competition. Elsewhere, Ansell has made a sensible acquisition at the right price, Blackmores' valuation is looking full – even with its high growth outlook – and Beach Energy will have to minimise spending until it can find another partner to fund exploration, newsletters say.
Key take-out: A strengthened balance sheet, effective cost management and stable market conditions should enable QBE to lift dividends over the next two years, analysts say.
Key beneficiaries: General investors. Category: Shares.