thoughts on the half year report, page-19

It isn't too bad. It does give you coverage to the smaller end of the market. Don't expect to buy with the expectation of making money in weeks. You might need to hold their recommendations for 3 yrs before you reap the rewards. I do agree with some of their recommendations and a lot of the ones recommended i have already been holding. So it does gives me some confidence that my valuations are supported.
Some recommendations havent done so well like (WEB), but i do think that's due to market sentiment more than valuations.