Hans Kunnen
Hans Kunnen
companies easy hard money phone sell
Times will change, but not in 2006. It's not so easy for phone companies like Telstra to make money like they used to. They're a hard sell to investors.
based companies difficult earlier environment longer margins phone profits
The world is a difficult place for phone companies. The margins and profits for companies like Telstra in earlier years were based on an environment that no longer exists.
benefit charge continue leading past prices stocks
With commodities prices still firm, these stocks should continue to benefit for some time. Commodities stocks have been leading the charge the past quarter.
incentive market seek
With the market buoyant, there is always the incentive to seek capital.
boost five growth next rio setting themselves volumes
BHP and Rio are setting themselves up for growth for the next five years. Volumes will go up and that will boost their earnings.
companies concerning figures global globe reassuring side
Figures like these are reassuring for the global companies here. Nothing about the U.S. is concerning for us on this side of the globe right now.
found parts plenty shocks stable worry
There's something new to worry about now with oil. There's always plenty of supply-side shocks with oil, and it's not found in the most stable parts of the world.
further hikes potential price resources shares simply
I simply don't think that resources shares have priced in all of the potential for even further commodities price hikes yet.
added buy earnings forecasts gold growth incentive next pipeline plug pull resources revised stocks willing year
Earnings growth is still in the pipeline for next year and commodities forecasts are being revised up, so no one is willing to pull the plug on resources stocks just yet. Some of them are in play, so there's added incentive to buy gold stocks.
conditions currently earnings global grow market metals room since strongest
These are the strongest global conditions for metals since the sixties, since bell-bottoms were in. There's room for the miners' earnings to grow more than the market currently expects.
convince investors outlook statements stay surprises upside
There have been more surprises on the upside than the downside, and the outlook statements have been encouraging enough to at least convince investors to stay in the market.
people prepared profits
Yesterday's sell-off was interesting, indicating that people were prepared to take profits at these levels.
close good investors year
Investors are set to close out the year with good gains.
stocks
The big-picture fundamentals for commodities stocks is still in place. Nothing has actually changed. The sell-off in some sectors was not warranted.