Tandou hits pause on rally

While Tandou operates in a challenging business environment, its good full-year results, able management and the stock's lack of correlation with the share market make it a worthwhile pick for your portfolio.

What two guys in a trading room can do for company profits. This essentially sums up the key contribution to Tandou’s (TAN) good results for the 2012-13 financial year.

But it is difficult to get too excited about the water trading and cotton growing group due to the enormously difficult task of forecasting earnings for Tandou, especially after the stock has run ahead by 30% over the past 12-months.

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