some thoughts re dws, page-2

Appreciate your post MM, negatives can be found about many sectors even the ones you are bullish about like supermarkets are facing heavy competition amongst themselves and new internationals from the U.S and alike all of which eats into margins.

DWS has solid operating and net margins, management that is aware of debt risk and solid franked divs (better than what banks currently offer on cash. IT services may become more important in volitile times as they may offer cost savings to firms. Regardless of what happens to macro indexes some individual companies will perform well. Only IMO and I like to offer a counter view if i think it has substance.