Jack Chemello
Jack Chemello
business capital credit earnings fund lending stronger surprise sustained upside
Earnings may surprise on the upside because of stronger than anticipated credit growth. There's been a very significant and sustained pick-up in business lending to fund capital investment.
brown businesses capitalize hardly identified markets parts publicly within
Babcock & Brown have consistently identified opportunities within their markets and been able to capitalize on them. Macquarie and Babcock have similarities. There're hardly any businesses in other parts of the world that are like them and are publicly traded.
allow call continue create global investors management reach record strong team track whether
The call investors have to make is whether Babcock & Brown's strong management team and global reach will allow them to continue to create value. So far, their track record is pretty convincing.
bit buying profit stock taking
There has been a lot of buying in the stock and there's probably a bit of profit taking on the back of result.