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Re: Re: [sharechat] NZ PORTS


From: "hugh webber" <hugh.webber@clear.net.nz>
Date: Fri, 22 Dec 2000 14:18:32 +1300


brilliant stuff - the benefit of value investing, the 
true test of a Buffett value stock, tends to go
up while the glamour stocks go down.

----------
> From: Warner Lamb <cloud9@i4free.co.nz>
> To: sharechat@sharechat.co.nz
> Subject: Re: Re: [sharechat] NZ PORTS
> Date: Friday, 22 December 2000 13:10
> 
> An update from our discussions of about two months ago.
> 
> SPN 108 - 108   + 0%
> LPC 147 - 168   + 14.2%
> POT 540 - 550   + 1.8%
> POA 397 - 430   + 8.3%
> NTH 170 - 180   + 5.8%
> 
> Average gain 6%.
> 
> I remember thinking POA was a good buy, and Snoopy was looking at LPC.
> Overall the picture has improved well over two months.
> 
> Warner    
> 
> 
>
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