Forum Archive Index - October 2001

["G Stolwyk" <stolwyk@wave.co.nz>]

Philip,

 

By the way, I hit the wrong button and my two previous posts, are identical.

 

Re the "Work ....Inv. results (11)" post, I did sell BCH and was justified doing so. Had I not sold then the picture would be different.

 

As you know, QBE was one of my favorite investments and you know what a single loss of $3 since my last table of 15 Sept. can do!

 

Very unlucky with AIA as well!

 

In practice, as mentioned on a number of occasions, my heaviest weightings would have been in CLH and LACO, as my own investments do!

 

Item 4 also lists MIG, MMD and RBC. I have not included these in the main table.

 

Perhaps, you also may have one Australian or NZ stock which either has declined or risen a lot?

 

Thanks for your interest!

 

Gerry