You got it, Crazypunter, SPs go inexplicably up and down IMHO...

You got it, Crazypunter, SPs go inexplicably up and down IMHO but pls DYOR. Buy the rumor, sell the fact IMHO but pls DYOR.

WOW is my pick of the sector, in groceries, it will be able to squeeze more than OJ Simpson did. Groceries are becoming quite special around the world and their gravitational profits have not yet begun so they are the coming companies.

WMT, SBRY, Metro AG, Carrefour, TSCDY and WOW are the best, why?

Because Sears down 5.8% earlier today, Target, Homebase, COST and WES are all over the place, they do not know how to integrate, altho to be fair to Goyder et al, it must be hard nigh impossible to integrate a coal mine with OfficeWorks, Coles with Bunnings or Homebase Australia, Kmart Australia with Target Australia, only the Good Lord, God and Obi Wan Kenobi could do that with any sense at the end of it.

So WOW will win, Retail 101.

Re telcos as part of oligopolistic pricing, Optus' brand issues will cause Singtel to remove it from Australia, the nonsense about rebranding to YES was just a Fairfax ruse to a withdrawal. EnergyAustralia thru CLP will get out of Australia leaving it to AGL and ORG and FMG/ Vale is a meeting of such great overlevered and ungoverned companies, it is surprising they still have covenants and debt repayments to make, banking in Australia must not have any other companies to which to lend.