Timbercorp's diversity
Timbercorp has less cash and higher gearing than Great Southern. HOLD FOR THE UPSIDE.
Bank of Qld's difference
The Bank of Queensland believes in customer service- heresy to the big boys- and the plan is working. ACCUMULATE.
Spotless reputation
Spotless has made an excellent acquisition in the UK. This is a strong long-term play. ACCUMULATE.
ERG misses good news
Profit downgrades, the unwinding of the Motorola alliance and local project delays are the focus of attention but HOLD FOR THE UPSIDE.
Biota makes some mistakes
Sales of Biota's Relenza product have been disappointing, but things may come good. HOLD FOR THE UPSIDE.
DJs: great store, sad stock
David Jones has been turned around, there's no doubt about that. But the share price is likely to stay weak for some time. HOLD WHILE DIRECTIONLESS.
Optus deal doubts
SingTel's bid for Optus has not met with the market's approval because shareholders will be forced to accept shares in the Singaporean telco. Long term investors may see fit to HOLD, but we suggest that you STOP LOSSES and SELL.
Hutchison in the lurch
We have held onto Hutchison too long. It's tempting to stick with something, thinking that it can't get worse, but that approach will lose more money than it makes, so STOP LOSSES and SELL.
One.Tel: not much to offer
Apart from big salaries, One.Tel does not appear to have much to offer. With a terrible result hanging over it and profits looking a long way off, the stock remains a SELL.
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