This is my thinking:BBY - BuyMac - HoldForesight - Strong...

This is my thinking:

BBY - Buy
Mac - Hold
Foresight - Strong Sell

This is my thinking too:

1. Allco Eq. have run the numbers and like it (at 1.05)
2. Its definitely in a growth area
3. Some concerns that 1) the takeover is incomplete still and that probems have occurred in the past with getting the deal across the line 2) Lorenzo is a level of complexity beyond IBA's management - IF they pull it off, it will be definitely be a great australian success story.....

just my thoughts....