Collected Wisdom

This week we look at Kathmandu, REA Group, Independence Group, Mineral Resources and Regis Resources.

Summary: Newsletters are positive on the outlook for outdoor adventure retailer Kathmandu as it continues to open up more stores, while they are mixed toward REA Group in response to its purchase of a 20% stake in US-based real estate company Move, Inc. Meanwhile, in the resources space, newsletters see Independence Group as a compelling opportunity, Mineral Resources as well placed thanks to its strong balance sheet and crushing business and Regis Resources as fairly valued following its share price plunge this year.

Key take-out: After bouncing back from tough conditions in 2013-14, Kathmandu will drive earnings growth through its store roll-out across Australia and New Zealand … but the UK expansion represents risks.



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