Angus Gluskie
Angus Gluskie
commodity costs good hearing people prices rising shares talk value
I'm not hearing people talk about commodities shares being good value any more. Rising costs and a steadying of commodity prices will show up more and more in earnings.
effects feeling few industries miners oil prices suspect
It's not just miners - I suspect there will be a few more industries feeling the effects of oil prices and other costs.
banks decent lose market means relative seems stand tends yield
The market seems to be discarding bonds, which means that the banks will stand to lose out, at least on a relative basis. Anything with a decent yield tends to be targeted.
adds certainty mark minds question stack strong year
The question mark in investors' minds has been will this year stack up as strong as 2005. This adds certainty that it will be another very strong year for them.