Your $1m inheritance is locked for 10 years in one company, which one ?

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Originally Posted by Beagle

Regulatory risk for AIA. Airlines industry group are currently bleating louder than lambs lost from their mothers about AIA's excess monopolistic return on investments. Growth has slowed lately but the PE is still very high.

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The reason I favour SKC over AIA (comparable because they are both plugged into the tourism sector) is that with the former, the next decade's capital expenditure is either done or at least underway and budgeted for. Who knows how much the new terminals and second runway at AIA will end up costing?

SNOOPY

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Originally Posted by Snoopy

The reason I favour SKC over AIA (comparable because they are both plugged into the tourism sector) is that with the former, the next decade's capital expenditure is either done or at least underway and budgeted for. Who knows how much the new terminals and second runway at AIA will end up costing?

SNOOPY

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Stolwyk was a much loved poster of years ago - he always said that AIA and SKC were twins ...fortunes intertwined as he said.

Foundation shares in his portfolio

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Originally Posted by Snoopy

The reason I favour SKC over AIA (comparable because they are both plugged into the tourism sector) is that with the former, the next decade's capital expenditure is either done or at least underway and budgeted for. Who knows how much the new terminals and second runway at AIA will end up costing?

SNOOPY

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Fair enough Snoopy but this hound has great trouble accepting it on his conscience the social harm SKC does. Even their buffet's are bad for you lol

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Originally Posted by winner69

Stolwyk was a much loved poster of years ago - he always said that AIA and SKC were twins ...fortunes intertwined as he said.

Foundation shares in his portfolio

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theres a name from the old days , clever fella that stolwyk was

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Originally Posted by bull....

theres a name from the old days , clever fella that stolwyk was

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I should have learned more from him but I was young and thought I knew everything better and he was a coot. Sometimes age does put some sense in one's brain.

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Originally Posted by percy

Never expected to inherit anything from great great uncle Rudolf Percy,so it comes as a big surprise.Certainly don't need it,having prospered under my own steam,so even in ten years time it will make no difference to our lifestyle, or way of life,so might just as well have some fun with it.
PAZ on NZ Unlisted market is company that could be worth 20 to 50 times the under 10 cents it is trading at currently,in 10 years time.
They are an innovative developer,manufacturer and marketer of science based,natural nutritional products.
www.waitakibio.com

PS.Another company, like A2, started by the late Howard Paterson.
Disc My wife and I hold.

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Well the $1mil has grown to $1,857,142 and looks "well positioned."

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Originally Posted by Ogg

Berkshire's basic criteria

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HLG? Excpet the criterion 1 :eek2:

CRP or AOR

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Originally Posted by percy

Well the $1mil has grown to $1,857,142 and looks "well positioned."

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After reading the latest ann ( Aprils ) I think that at long last PAZ could be on the right track now, the next financial ann will be interesting reading Im picking.

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Originally Posted by whatsup

After reading the latest ann ( Aprils ) I think that at long last PAZ could be on the right track now, the next financial ann will be interesting reading Im picking.

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The result to 31st December and their annual report are at www.usx.co.nz
The business has certainly been de-risked, with three three major operations,extraction,freeze drying and bone grinding.
The balance sheet is strong,skill management added ,and a very bright out look.I will learn more at their agm in May.