Forum Archive Index - September 1999

Please note usage of the Forum is subject to the Terms & Conditions.

Messages by Date [	Next by Date	Previous by Date ]
Messages by Thread [	Next by Thread	Previous by Thread ]
Post to the Forum [	New message	Reply to this message ]

Printable version

Re: [sharechat] Cash Shells

From:	"Wedde, John" <john.wedde@cit.ac.nz>
Date:	Tue, 14 Sep 1999 12:21:24 +1200

I agree wholeheartedly with Brent Wheeler's comments.

It is interesting however to compare the recent share price performance of
Strathmore [with "Watson" factor] with that of similar 
cash - shells IT Capital  and  Habitat [both minus "Watson" factor]. The
latter two have also done well, but nowhere near as well as Strathmore. One
must admire the influence of the man!

Having watched all three of these companies over the past few months however
I would conclude that  ITC, because of their recent  acquisitions and high
profile directors with track record in IT, would have more "real", or
"fundamental" if you like, potential than the others.  We shall see.

Disclosure:  I have a small holding in ITC.

 

--------------------------------------------------------------------------
To remove yourself from this list, email sharechat-request@sharechat.co.nz
with "unsubscribe" in the body of the message.

Replies

Re: [sharechat] Cash Shells Brent Wheeler

Messages by Date [	Next by Date:	Re: [sharechat] Cash Shells Brent Wheeler
	Previous by Date:	Re: [sharechat] revesco stuart.c ]
Messages by Thread [	Next by Thread:	Re: [sharechat] Cash Shells Brent Wheeler
	Previous by Thread:	[sharechat] Reminder Ben Dutton ]
Post to the Forum [	New message	Reply to this message ]