21 ordspråk av Rob Patterson

Rob Patterson

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We're looking at it, but we need to see Toll's response first.

To get it away, they are going to have to virtually give it away. There are too many uncertainties about the outlook to get it away satisfactorily at the moment. I think they ought to put it on hold.

We're certainly expecting a pretty solid result and potentially a capital return of that quantity.

If you believe in new management's plan to deal with all of the issues, it is going to be a more profitable future.

We thought it was a good result, the dividend was above our forecasts and the acquisition of those life businesses from National Australia Bank makes sense.

It makes sense to have alternatives on the table.

We're a little bit cautious that David Kirk hasn't been there long and it's a pretty big move.

They've tried to improve Myer but they will be better off without it. Myer seems to be trying to be all things to all people and it needs to find a niche like David Jones.

Commodities stocks are clearly leading the rally on the back of global growth and China. The resource boom is alive and well.

It's a good business, which is well placed with the global resource boom supporting its activities. It's a good defensive stock.

Unless an offer comes from someone else it's game over.

It was a positive result and their outlook statement of 20 percent-plus EPS growth was pretty solid.

It's a disappointing result. Clearly, given the result, they do need to do some work on their operations.

We are cautious and the market needs to take a breather as it has run very hard.

Clearly, it's the industry conditions and the regulatory environment that's damaging the pricing for the Telstra sale,

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