Collected Wisdom

This week we look at Flight Centre, IOOF Holdings, Breville, Duet Group and PanAust.

Summary: The newsletters think more growth is in store for Flight Centre despite the challenges it faces from subdued consumer demand and they are more bullish on IOOF in response to its comforting full-year results. Elsewhere, the disturbing trends in Breville’s US business have analysts concerned, while Duet’s cash generation could fall short of forecasts, harming future dividends. Meanwhile, bidding tension could erupt over PanAust after it opened a data room for its suitors, potentially resulting in a higher takeover offer.

Key take-out: Flight Centre could beat its conservative guidance in 2014-15 and is in a good position for strong top-line growth in the years ahead, newsletters say.

Key beneficiaries: General investors. Category: Shares.



{{ twilioFailed ? 'SMS Code Failed to Send…' : 'An SMS verification code has been sent ...' }}

Hi {{ user.FirstName }}

Looks like you have already taken a free trial

Please enter your payment details

We have sent you a code via SMS to {{user.DayPhone}}

please enter this code below to complete your SMS verification

We cannot send you a code via SMS to {{user.DayPhone}}

If you didn't receive SMS code please

SMS code cannot be sent due to: {{ twilioStatus }}

Please select one of the options below:

Looks you are already a member. Please enter your password to proceed

Please untick this box when using a public or shared device

Verify your mobile number to proceed...

Please check your mobile number below and press the Send Verification Code button. This will be used to complete your verification in the next step.

Please sign up for full access


Updating information

Please wait ...


{{ productPrice }} / day
( GST included )
Price $0
GST $0
Discount -{{productDiscount}}
TOTAL {{productPrice}}
  • Mastercard
  • Visa

Please click on the ACTIVATE button to finalise your membership


The email address you entered is registered with InvestSMART.

Please login or select "Don't know password"

Please untick this box when using a public or shared device

Register as a new member

(using a different email)

Related Articles