It's an extremely profitable business model. They have carved out a very good niche, being among the first to identify infrastructure investments such as toll roads.

It's a case of traders taking their bids off the board until the situation becomes clearer. Investors would rather buy stocks a bit later when there's a touch more certainty about the seriousness of the threat.

They'll have to do a bit more work on price.

Commodity companies have in the past been price takers rather than price makers, and that won't change dramatically, but if you have greater control of your supply, that makes it more favorable to the mining companies.

It has certainly thrown a spanner in the works from their (News Corp.'s) perspective and it is something that needs to be taken reasonably seriously.

Rita is one big question mark that's been removed and it's safer to buy stocks now. Companies that do business in the U.S. are naturally going to be more relieved.

It's hard to see where the future of Telstra's business lies, ... Its ongoing battle with the government isn't inspiring shareholders either.

The competition in New Zealand is very, very intense, so we've seen a fair bit of margin compression and also the quality of its book in New Zealand has actually deteriorated as well.