i think wow is interesting,,paying a huge div yield,,has broken down from ranges it had for about a year,,,cant see them not continuing to be duopolistic or keeping their pricing power,,people are still going to want food in a recession so for a put in the bottom drawer maybe not bad...
WPl,,,,,deflation will result in lower cost blowouts,,,,,fall from 50 has taken its blowouts and poo fall into account and removal of bhp takeover premium, makes it a real m and a target for others given its margin explosion in AUD POO at this time...
Just my ideas,,,,,
and positive on ncm at moment as discussed :)))
NCM Price at posting:
$39.21 Sentiment: ST Buy Disclosure: Held
