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.

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