achtung . serious money talk . beware , page-11

WOW is of course further in front on the supply chain and distribution side with its Project Refresh initiative. That was the difference between good management and the rest in the sector.
Coles are profitable. Enhancements by WES management, guidance and discipline over time will produce this mediocre business into a good business. In saying that, WOW will continue to lead as is already on the forefront of sustainability.

On the US market, currently Citi is trading at an unbelievable figure. A little over $30. They have taken losses and considerable amounts, probably more to come. However, they will weather the storm and long term will deliver.
Bear Sterns (BSC) is also attractive. My posts previously have said that BSC under $100 is a good price. This has been boyed by eccentric thinking. They remind me of Solomon Brothers in the 80's. If your risk appetite can overcome short term volatility, buying into such a sector at a time of fear and doubt will be worthwile long term.

These are just thoughts and opinions. Others are welcomed.