Broker analysis

FEB 14, 2012

The mismatch between demand for spot uranium in Europe and supply in the US reached its ultimate conclusion last week when simply no one wanted to play.

8419220

The Overnight Report: We're Happy, Aren't We?

FEB 14, 2012

The Dow rose 72 points or 0.6% while the S&P gained 0.7% to 1351 and the Nasdaq added 1.0%.

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ALSO MENTIONS

ASX, NAB, PDN, WSA, LME, SAI

FN Arena Broker Call Headlines - 14 Feb 2012

FEB 14, 2012

UBS rates as Downgrade to Sell from Neutral (5) - Mortgage Choice has issued a pre-result profit warning based on increased costs for its non-core ventures and marketing, the broker notes.

8419122

ALSO MENTIONS

DJS, IOF, MQG, NAB, NWS, ORI

Transfield Still Haunted By Big Question Marks

FEB 13, 2012

- Transfield Services reiterates full year guidance - Easternwell operations remain problematic - This business a cause for concern to some brokers - Others more confident and see value at current levels

8418660

ALSO MENTIONS

MQG, TSE, RBS

More Capital Management For James Hardie

FEB 13, 2012

- James Hardie wins tax dispute - Company to receive around $310m in compensation - Stockbrokers expect additional capital management initiatives

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ALSO MENTIONS

JHX, MQG

FN Arena Broker Call Headlines - 13 Feb 2012

FEB 13, 2012

Credit Suisse rates as Outperform (1) - Transfield's profit pre-release is in line and FY12 guidance has been restated at the low end of the previous range.

8418463

ALSO MENTIONS

AMC, MQG, NAB, ORG, QAN, RMD

Your Editor On Twitter

FEB 10, 2012

I joined Twitter.

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ALSO MENTIONS

ANZ, COH, DUE, IVC, MQG, RIO

The Overnight Report: Ouzos All Round

FEB 10, 2012

The Dow closed up 6 points while the S&P added 0.1% to 1351 and the Nasdaq rose 0.4%.

8417174

ALSO MENTIONS

NCM, IMF, SPI

FN Arena Broker Call Headlines - 10 Feb 2012

FEB 10, 2012

Deutsche Bank rates as Upgrade to Buy from Hold (1) - The immediate climate remains soft but after a tough couple of years the broker feels the tide is starting to turn for Computershare as cyclical revenues bottom out and acquisitions provide opportunity.

8417173

ALSO MENTIONS

SGM, SGP, TAH, TLS, AUT, MCE

Rudi's View: It's About Banks, Not The Economy

FEB 09, 2012

Risk assets have experienced a once-in-a-decade jumpstart into the new calendar year and increased liquidity (thank you ECB) plus improving economic data have been held responsible, finally providing the trigger to see a rapid return of risk appetite.

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ALSO MENTIONS

CBA

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