Forum Archive Index - May 2004

["tennyson@caverock.net.nz" <tennyson@caverock.net.nz>]

Hi terry,
 
>
>I am trying to decide
>what to reinvest or invest in next.  other than, afi cah cen fbu kip
>tel ten wri     with all the cash which is being returned to
>shareholders .  
>

You've actually got quite a nice line up of shares there.   AFI gives you 
the Australian exposure, but of course so does CAH and FBU these 
days.  You have the domestic utility type exposure with CEN   and 
TEL.    You have property with KIP, which is probably the best pure 
property share out there IMO.  You have quite a large exposure to 
primary industry with WRI, TEN and CAH.

But you have nothing on the import side of the things.  Have you 
considered one of the big three ports ( POA, POT, LPC ) or one of our 
leading retailers ( WHS, MHI ) ?

SNOOPY



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