Forum Archive Index - July 2000

["nick" <acummin@es.co.nz>]

         Hi
 There are some companys in NZ which i think would suit
the requirements you listed

  Montana,  excellent record of growth and the divivend will increase
as the company grows.  Wine plantings mean each harvest bigger than the
last.
 Good earnings from exports and they have no problem selling all they
produce.
     Good management etc.
  Risk   Global warming, ie bad weather.  World wide supply of wine
increasing.
 Current price near top of range.

 Nufarm
      Much the same as montana in terms of management and growth. They also
benifit from advances in biotechnology.  Much underrated stock and currently
at a bargain price.

 Fisher and paykel
      Health division growing well which will underpin future growth.
 Currently reasonably cheap and potential for a decent rise in next few
years

         There are others  ie the warehouse and baycorp but these are quite
highly priced at the present time.
           A better bet maybe GPG who apply buffet like criteria to theeir
investments.
     And for a punt how about frucor?  Its anyones guess where they will be
in a couple
of years butr the potential is huge.

          If you are happy to buy and hold for 3-5 years i suspect these
companies will
all do very well for you.   I hold most of them and they make up around
70-80%
of my portfolio in NZ  the other 20-30% i use on more risky shares

 nick


----------------------------------------------------------------------------
http://www.sharechat.co.nz/          New Zealand's home for market investors
To remove yourself from this list, please use the form at
http://www.sharechat.co.nz/forum.shtml.