new thread, page-56

hows that reply looking?

On the point of aui, the only short term laggard in its top 20 is tabcorp. Although I think that this business is great, it is merely going through personnel/mangement problems, one that we would rather do without. The guy from what was unitab and Rowen Cragie from pbl appear to be the top gaming executives unfortunately for us,batting for the wrong team. However in saying that, one laggard is supported by 19 star performers both short term and long term. It is also holding a portion of cash, something that gets dismissed during times of asset explosions deviating from business earnings.
wow.
Criterian jumping on the bandwagon. A post you alluded to where alot of money dispersed chasing too few quality assets. This is the case with wow. Although its good for our bottom line, we can only expect the share price to be determined by future earnings. Stellar performance and great ceo transition.
qbe.
Watch this. If it gets hammered as with tol at any stage, buying into qbe will become a simple decision and not much to really think about.