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Re: [sharechat] re Dpc again and again by macdunk


From: robin benson <rob@hammerheadmedia.co.uk>
Date: Wed, 28 Jan 2004 15:42:48 +0000


Hi Hoop

Depends to some extent where you think the economy is going. At some 
point, one way or another, something has to give with the US economy. 
When it does, the currency situation may well be clearer than it is 
now, giving NZ exporters more opportunity than they have at present. 
One well-managed company that I suspect will be well-placed to take 
advantage of any upturn in exports when the numbers look better is WRI.

If you have any faith in Gibbs/GPGs ability to assist in the 
orchestration of a TWR turnaround, then GPG and/or TWR may be worth a 
look.

NOG appears to be a very popular stock for 2004 -- maybe somebody could 
provide more info in this context -- and has already appreciated by 
10%+ in the last month or so.

Robin
discl. hold WRI, TWR. no NOG.

On 28 Jan 2004, at 10:32, Richard Hooper wrote:

> HQP  Thanks I will seriously look at that.
>  
> Any others from the sharechatters??

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