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Re: [sharechat] local performance


From: "Mark Hubbard" <mhubbard@es.co.nz>
Date: Fri, 14 Jan 2000 20:41:37 +1300


For what its worth, my picks for 2000 are my current holdings:
 
Fernz (way, way undervalued - I purchased at $4.36, currently at $4.35)
Fletcher energy (purchased today at $4.38 after selling down RBD, which I think has peaked - although kept half my shareholding for I believe a solid 15-20% gain per annum)
Ryman Health (purchased this at $1.65, now $2.17, still mileage left yet)
Scott Technology - good markets, well placed balance sheet for rising interest rates Won't be anything stunning, but good return all the same.
Warehouse. -its all been said, I've done well out of it over the last two months, and expect to do so over at least the next year.
 
Regarding property component:
 
AMP Office Trust - again, way undervalued.
 
 
Sold recently - Chrome Global for .64c (purchased in IPO for .31c).

 
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