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Letter "M" » Michael Birch Quotes
«Any company that goes through an integration, buying a new business, there are always risks. So as soon as we see that bedded down, a lot more comfortable we'll be. We still think that mining services, companies related to resources, will do really well next year.»
«Everyone is nervous. Not many investors were expecting further rate increases, but now stocks are being sold on that basis.»
«Those rail assets are being used to funnel commodities all over the place. With Babcock & Brown involved it tells you that they expect a fair bit of growth.»
«With the miners looking shaky, the temptation is to look elsewhere; either for earnings certainty or for relative underperformance, and the banks have that in spades.»
«Resources have underpinned the strength of the market.»
«For it to be fun, you have to connect with your friends. So you badger them into signing up.»
«The fundamentals are still sound but the stock has been priced for all their businesses to perform perfectly and we didn't see a lot more upside.»