There is nothing wrong with diversity as long as they are...

There is nothing wrong with diversity as long as they are independent entities with separate balance sheets. BHP the world's largest miner but it is large oil and gas producer and has interests all over the world in ferrous and non ferrous metals diamonds coal etc etc. That is diversity in my book and it has been a successful strategy just as the Wes portfolio is.

I must say that Coles were incredible in Rhodes in Sydney they had a Bi-Lo and a Coles store on the same floor in a shopping centre. Wes has addressed that and closed down Bi-Lo and replacing it with Target it is an array of simple things that will make a difference. One small example in my vicinity and I am sure thats happening all over the Country. I have not seem the new stores yet but EX Yank and others have made very positive comments. And then there is Bunnings which I have never heard a bad word about.