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[sharechat] my favourite for 2004 by macdunk


From: "Duncan MacGregor" <d-m_macgregor@xtra.co.nz>
Date: Mon, 29 Dec 2003 09:35:41 +1300


We all have a favourite I think.    My underpriced company has a great cashflow has been buying up successful businesses In a profitable field and Is now NZands largest In that field.        It has other assets that have had a great capital gain that are up for sale.
When I worked out the sums It was a must buy, when It stopped down trending and changed direction.
It was one of my best In 2003 and will be the best this coming year.  
I need another company when I sell AIA In march when I think they will be at the top so tell me about your favourite company for 2004.remember I am a 20pc plus divi Investor anything less Is not on I am out of Ideas.   
                                               Have a happy new year   cheers macdunk

Discl hold  AIA [HQP] PWC and a small holding of POT 
Admission drink my whisky with lemonade

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