Michael Birch Quotes (3 Quotes)

The fundamentals are still sound but the stock has been priced for all their businesses to perform perfectly and we didn't see a lot more upside.

Any company that goes through an integration, buying a new business, there are always risks. So as soon as we see that bedded down, a lot more comfortable we'll be. We still think that mining services, companies related to resources, will do really well next year.

With the miners looking shaky, the temptation is to look elsewhere either for earnings certainty or for relative underperformance, and the banks have that in spades.