Rob Patterson
Rob Patterson
Rob Pattersonis an American guitarist and composer...
ProfessionGuitarist
Date of Birth9 November 1970
alive boom clearly global growth leading rally resource stocks
Commodities stocks are clearly leading the rally on the back of global growth and China. The resource boom is alive and well.
boom business defensive global good placed resource supporting
It's a good business, which is well placed with the global resource boom supporting its activities. It's a good defensive stock.
cautious market needs run
We are cautious and the market needs to take a breather as it has run very hard.
bit earnings happy leading percent result run stock
The stock had a bit of a run leading into the result. We're happy with the result and the 10 percent earnings guidance.
bit cautious david kirk
We're a little bit cautious that David Kirk hasn't been there long and it's a pretty big move.
capital certainly expecting result return solid
We're certainly expecting a pretty solid result and potentially a capital return of that quantity.
looking response
We're looking at it, but we need to see Toll's response first.
ought outlook virtually
To get it away, they are going to have to virtually give it away. There are too many uncertainties about the outlook to get it away satisfactorily at the moment. I think they ought to put it on hold.
above australia bank businesses forecasts good life national
We thought it was a good result, the dividend was above our forecasts and the acquisition of those life businesses from National Australia Bank makes sense.
growth outlook positive result statement
It was a positive result and their outlook statement of 20 percent-plus EPS growth was pretty solid.
It makes sense to have alternatives on the table.
david improve needs niche people seems tried trying
They've tried to improve Myer but they will be better off without it. Myer seems to be trying to be all things to all people and it needs to find a niche like David Jones.
assets base clearly grown manage management performance
It's clearly an issue. Performance fees will come and go, but the assets they manage have also grown so base management fees will increase.
given work
It's a disappointing result. Clearly, given the result, they do need to do some work on their operations.