Forum Archive Index - December 2000

[not important <cullen150@yahoo.com>]

Thanks for opinion Jefley



--- Jefley Aitken <jefley@xtra.co.nz> wrote:
> hello 'not important'
> your raise interesting questions regarding a choice
> from AIA, AIRVA, or 
> WAM.
> 
> First, dont worry about being in the garbage
> disposal business -- every 
> school kid does projects on it these days and it is
> an increasingly 
> important (environmental) business.  In the Otago
> Daily Times last week 
> there was a large article on zero-waste and
> recycling etc -- the theory and 
> practise of landfill and rubbish dumps is changing
> extremely rapidly and i 
> understand that wam is a leader at thinking outside
> the square.  it's 
> stingy divi is more of a concern.  i bought recently
> at $4.12 on the strong 
> recommendation from my broker, but am quietly
> thinking that i will sell on 
> a strong rise because i favour good divi stocks.
> 
> AIRVA is cheap, the bad news is known, tourism is
> growing, the divi 
> acceptable.  i plan to hold mine until the price is
> so good that i'd be 
> daft not to take a profit.
> 
> AIA is a stock i've been monitoring but havent built
> quite enough 
> enthusiasm to buy.  i'll also confess to a "what
> will people think" feeling 
> ("nice" mainlanders don't get involved in businesses
> with "auckland" in 
> their names)  ...  such silliness may well be why my
> porfolio's such a 
> mess.
> 
> of the three shares you suggest, imho that airva is
> the best at the moment. 
>  cheers, jefley.
> 
> 
>
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