Collected Wisdom

This week we look at Asciano, Ausnet Services, Super Retail Group, DuluxGroup and James Hardie.

Summary: Newsletters are optimistic about Asciano after attending the rail and ports operator’s latest presentation, but are more cautious towards Ausnet Services because of regulatory risks. Elsewhere, Super Retail Group’s fortunes hinge on how well it can execute its restructuring initiatves, earnings from DuluxGroup’s core paints business should offset its poor performing garage doors business and James Hardie’s exposure to the resurgent US housing market looks fully factored into the share price, newsletters say.

Key take-out: Asciano should step up its dividends to shareholders over the next few years as capital expenditure winds down and cash flows soar, say newsletters.

Key beneficiaries: General investors. Category: Shares.


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