Collected Wisdom

This week we look at Carsales, OZ Minerals, Wotif, Pacific Brands and Computershare.

Summary: The newsletters are bullish on Carsales.com after its most recent acquisition, and the majority also like OZ Minerals despite the copper and gold miner's recent share price rally. They also are positive about Computershare, though they believe the company is fully valued. Elsewhere, shareholders are advised to hold onto Wotif.com shares, with a rival bid over Expedia’s unlikely, while they are told to sell Pacific Brands shares after the resignation of its chief executive.

Key take-out: Carsales.com’s purchase of a controlling stake in Stratton gives it another avenue of growth through financing the growing private car sales market.

Key beneficiaries: General investors. Category: Shares.

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