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Re: [sharechat] local performance -Reply


From: Harley D Betts <BettsH@landcare.cri.nz>
Date: Thu, 13 Jan 2000 11:06:18 +1200


My picks for the greatest (potential) return are 8, 15, 23, 31, 35, 40. 
Keep an eye on TV2 on Sat night for the results.

Seriously though, I'm a bit cynical of IT hopefuls with no proven track
record which seem to be the centre of this new "pass the buck" mania
we've seen emerge over the last few months, but that's just my
unedukated opinion!

My picks for the first half: NOGOB (my only 'spec' but I believe it is well
worth a look, see recent announcements), TAY (solid business, look out
for Spotless making a takeover offer), PDL (benefitting from stronger NZ
economy)

Admittedly some of the IT hopefuls will probably outperform in the short
term but where is their proven track record and will they all still be here
in a year's time?  Call me conservative, but I treat most shares like a
product - ie when I buy something I look for something that I can depend
on over the long term, which is proven, and which will last.

It will be an interesting year I reckon!

Anyone watching the Aust market?  What are your picks?

Cheers, H.

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