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Re: Re: Re: [sharechat] Re Ports


From: "Warner Lamb" <cloud9@i4free.co.nz>
Date: Thu, 26 Oct 2000 11:51:48 +1300


Gary, thanks for your reply...interesting about NTA. It would seem a good
way to get a discounted entry into the utilities sector. With uncertainty in
the market, defensive stocks like this will come into favour, as CEN has
recently.
Looking at the charts of these companies, it becomes clear that the rotation
to tech stocks over NOV99- APRIL00 was sucking $ out of these investments.
Look at IFT, CEN, CAH, POA etc.

Warner


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