Forum Archive Index - February 2000

["Matthew Van Veen" <mattvanveen@hotmail.com>]

Good spread of discussions this weekend. I thought I would add my liitle 
bit.
RBD - Sold out recently - yes to use the money to purchase more AQL. I have 
been to 3 different KFC outlets in the last couple of weeks and the standard 
of service and cleanliness varies in all of them - from very good and clean 
to downright disgusting. It really is I think the areas in which they are 
located and who they employ that determines what the outlet is like. As a 
shareholder I know I was put off by one altogether and would not go back 
there.
PIZZA HUTT- Alot of competition and so change had to occur for these 
outlets. Went twice in the last half of last year (have not been this year) 
for dinner and both times place was packed with people waiting. Service was 
good and you never go hungry for reasonable price. No complaints re food 
quality.
STARBUCKS - New shining light and growing in NZ's new found cafe culture. 
Still big in the US and even featured on "Austin Powers". McDonalds are 
close to opening more McCafes this coming year which may create competition 
but Starbucks is focused at a slightly different market.
GROWTH - Will only make money if people spend it there. Disposable income 
will be less this year with the rise in mortgage interest rates and the new 
tax rates which will impact consumer spending however "others" will benefit 
under the labour Govt and continue to provide eat at KFC's etc.  I do not 
think RBD will be in for exceptional growth this year but they will grow and 
current share price of $1.36 is at a bottom end of a possible 20-30% rise 
(was $1.70 3 weeks back before profit announcement). I expect it to reach 
$1.90 possibly $2.
AIA - For anyone out of Auckland who holds AIA shares and may not have been 
there lately let me tell you it is more than just an Airport. You can 
actually spend a day shopping there on top of any sight seeing. A 
multistorey motel is in the pipeline and they still own a whole lot of land 
yet unused. Landing charges and airport fees will go up thus creating 
benefit to shareholders. The other benefit to shareholders is the money they 
charge for parking which in itself
probably is enough to sustain the current shareprice.
Growth - Nothing but capital gain on share price with prediction of $3.50-$4 
this year. (if people wake up)
BCH - Just received a "nice" letter from them re my broadcasting fee so 
knowing there is others like me and now that interest rates have gone up 
some may struggle on the bill paying side which will keep BCH shareholders 
smiling thus upside potential good.
PERSONAL DISCLAIMER - Do not hold any of above due to all eggs in one basket 
RE TECH stocks - Young and Risky.

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