Lion Selection Group in AFR, page-5

Hi Donum--I like Coles (interest rates) cyclicalsB Even though interest rates are going up a tad--cyclicals are still okay in my book--Boral will rise into dividend--and Coles is good value as a yield play--safety plus gain--then there there is other stuff--gold speccies--plenty I like.
Arx is looking good.
Cheers,--BK.