Collected Wisdom

This week we look at Origin Energy, Suncorp, ALS, Toll Holdings and Southern Cross Media.

Summary: The newsletters are impressed with Origin Energy following the group’s acquisition of strategic natural gas assets in northern Western Australia. High-yielding financial services group Suncorp is viewed as a hold, with most seeing it as fairly valued, while there are concerns over mining services group ALS despite it meeting its full-year profit guidance. Meanwhile, a restructure announcement from Toll Holdings helped drive up the company’s shares, but not all are convinced, and the earnings picture remains unclear at Southern Cross Media.

Key take-out: While Origin Energy lost ground on the sharemarket following its $US800 million Poseidon gasfield announcement this week, analysts believe the company has paid a good price and there is good upside for Origin’s shares.

{{content.question}}

Mastercard

{{ 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

Mastercard

Updating information

Please wait ...

Trial

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

Please click on the ACTIVATE button to finalise your membership

Mastercard

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