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


From: "Maria Smith" <smith@ps.gen.nz>
Date: Thu, 29 Jan 2004 10:36:56 +1300


Over the last year or so WRI has been mentioned several times but I have
seen no mention of PGG. Both companies operate as stock and station agents
but PGG is on a smaller scale. They are one of the few companies in NZ who
have been able to increase their profit for at least the last 5 years. On
their current share price the dividend yield is over 10% (yield stock) which
is covered 1.5x (growth stock) and PE is under 10.


Could this be the next DPC

Regards
Greg

-----Original Message-----
From: robin benson <rob@hammerheadmedia.co.uk>
To: sharechat@sharechat.co.nz <sharechat@sharechat.co.nz>
Date: Thursday, January 29, 2004 4:44 AM
Subject: Re: [sharechat] re Dpc again and again by macdunk


>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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