Technology, despite some mixed news, looks as if it should be in an upturn.

There was always going to be a time when the competitors improved their performance and that's beginning to happen.

There's demand in all of the resource stocks. It's going to continue. There's clearly long-term growth.

M&A is certainly a driving force and it is only possible because the cash is there.

The US seems to be where a lot of the growth is.

There may be other bids on the way. Not only in electricity, but in gas, water and other services as well.