7 ordspråk av Michael Birch

Michael Birch

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en Any company that goes through an integration, buying a new business, there are always risks. So as soon as we see that bedded down, a lot more comfortable we'll be. We still think that mining services, companies related to resources, will do really well next year.
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en Everyone is nervous. Not many investors were expecting further rate increases, but now stocks are being sold on that basis.
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en Those rail assets are being used to funnel commodities all over the place. With Babcock & Brown involved it tells you that they expect a fair bit of growth.
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en With the miners looking shaky, the temptation is to look elsewhere; either for earnings certainty or for relative underperformance, and the banks have that in spades.
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en Resources have underpinned the strength of the market.
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en For it to be fun, you have to connect with your friends. So you badger them into signing up.
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en The fundamentals are still sound but the stock has been priced for all their businesses to perform perfectly and we didn't see a lot more upside.
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