Atul Lele
Atul Lele
cycle data demand excited expecting linked next six stocks three weak
We're expecting even more weak data to come out of the U.S.. We're not excited about stocks that are linked to the U.S. demand cycle for at least the next three to six months.
appealing cash flows stable
There is a lot of cash around at the moment, and established infrastructure with stable cash flows is an appealing investment.
dent expansion growth process time
This has put a significant dent in Toll's expansion and growth plans. This has put an end to the bidding process for the time being.
australian factor japanese pricing remains stock
The real factor for this stock remains the pricing environment. They and their Australian competitors are suffering, and some of the Japanese steelmakers are also affected.