Collected Wisdom

This week we look at QBE, Regis Resources, AGL Energy, Primary Health Care and NIB Holdings.

Summary: The investment press back QBE Insurance’s sale of its US Mortgage & Lender Services business, while they approve of Regis Resources’ latest initiatives to regain investor confidence. Elsewhere, AGL’s latest write-downs reflect the company’s new and improved strategy, Primary Health Care is making the right decisions in a challenging industry and NIB Holdings’ latest acquisition sets it up for new channels of revenue but increases risks.

Key take-out:  Following the sale, investment houses overwhelmingly rate QBE as a “buy”. They say the deal is consistent with QBE’s strategy to exit non-core businesses and fast tracks the North American division’s turnaround.

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