FNArena Talks | May 05 2012
This story features AMCOR PLC, and other companies.
For more info SHARE ANALYSIS: AMC
The company is included in ASX100, ASX200, ASX300 and ALL-ORDS
Your Editor joined host John Murray and eternal market bull, Lonsec's Michael "The Heff" Heffernan on BRRMedia's Friday Afternoon Round Table to discuss the state of affairs in the local and international financial markets. Following up on my cautionairy statements on Switzer TV the night prior, I pointed out that my personal market indicator -banks share prices versus consensus targets- was flashing "elevated risks" and thus it was better for investors to take a step back and let the market correct itself in the weeks ahead. That was before a weaker-than-expected labour market update in the US kicked risk appetite back a few notches overnight.
To my pleasant surprise, while my constant focus on dividend stocks over the past 2-3 years either looked odd or led to discussions with other guests on the program in the past, this is no longer the case: the theme du jour is now dividend stocks and Friday's program further confirmed the change in focus of market commentators and equity experts. We talked about more than just dividends, though.
Individual stocks that received a lot of attention included Amcor ((AMC)), Brambles ((BXB)), Photon Group ((PGA)), Thorn Group ((TGA)), ASG Group ((ASZ)), Flexigroup ((FXL)), NIB Holdings ((NHF)) and Westpac ((WBC)).
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CHARTS
For more info SHARE ANALYSIS: AMC - AMCOR PLC
For more info SHARE ANALYSIS: BXB - BRAMBLES LIMITED
For more info SHARE ANALYSIS: NHF - NIB HOLDINGS LIMITED
For more info SHARE ANALYSIS: WBC - WESTPAC BANKING CORPORATION

