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. |
We're a little bit cautious that David Kirk hasn't been there long and it's a pretty big move. |
We're certainly expecting a pretty solid result and potentially a capital return of that quantity. |
We're comfortable that the recovery is on track, although it's going to take a long time. Some investors were hoping for a positive surprise, and the stock is down a touch, but we're happy with the company's strategy. |
We're looking at it, but we need to see Toll's response first. |
When you put his arm that was not bitten into an uncomfortable position, he does try to move that into a position of comfort, ... He wiggles his toes. As yet, we don't have a sense that on any continuous basis he knows exactly where he is ... but he does respond to outside stimuli. |