Forum Archive Index - May 2004

[Robin Benson <rob@hammerheadmedia.co.uk>]

Interesting MacDunk. Are you selling your council properties and 
putting the proceeds into such companies ... WRI, WKL, PGG et al?

Or are you looking to exporters like SCT, FPA, FPH, CAH, TEN and the 
associated sellers of picks and shovels - POA (more of a good thing ... 
), LPC, SPN etc. ?

Then there are those who have made offshore investments when the kiwi$ 
was 10-15% higher than it is today ... PRG, MHI, IFT ...

Robin

On 18 May 2004, at 09:54, Duncan MacGregor wrote:

> The pattern for investment is changing.  It Is time to rethink In my 
> opinion.
> Fuel price rises leading to Inflationary pressures Interest rates 
> Inclined to
> nudge up along with a falling dollar.  I think the housing bubble will 
> end
> with money from that sector coming back Into shares.  the wheel Is 
> turning
> look to the exporters to make the next rally forestry and farm incomes 
> on
> the following wave. The well run companies that have looked dogs in
> those areas In the past will make a comeback. Inflation Is making a 
> comeback
> guys use It In your strategy lots of investors get rich doing just that
>                cheersmacdunk

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