Originally Posted by
BlackPeter
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However - at current they do hold from memory mainly some more defensive stocks which are hammered anyway by the market: MET (moving sidewards), TPW (moving sidewards), NZ Bus (never a winner anyway), Wellington airport (all airports appear IMHO currently fully priced - particularly with interest rates going up), a lease into Australian student accommodation (basically a bond) and, maybe more promising: a data centre for the Australian government. Anything substantial I forgot?...