WOW had to take a risk on Masters. There's no growth left in...

WOW had to take a risk on Masters. There's no growth left in everything they hold. Not real growth anyway. People in here who expect Masters to be an overnight success should sell WOW and all of their other shares while they're at it.

Masters may not have everything quite right at the moment (management team, product line, supply chain, etc), but to say "dump it" before it even has a chance to get started is very short-sighted.

Bunnings looks great at the moment because there is no true competitor. But they're really nothing special.

Aside from that, the long play that I'm actually interested in for Woolies is the humble pharmacy. The sooner that exclusive little racket is disbanded the better, for both consumers and shareholders. If there's any interest in discussing this I'll create a new thread.