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While I like AFT I don’t see it as a recovery share in that its price has already recovered well over the last year.
1.TLL provided they avoid the Transpac mentality and shed a tired director ; they are a sleeping giant that could grow with fairly priced acquisitions, and more focused management. Need to realise that they are no longer a trucking company.
2.QEX will benefit from their Asian connections as those economies grow
3.GTK potential for growth as utilities and airports look to shave costs
4.ERD bit of a hit on forestry that will take a while to recover,
5.SKL When one of the squattocracy can’t afford a new Parnell tractor he’ll settle for some new Red Bands
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I think ZEL will enjoy a moderate rise and has survived the lockdown and capital raise well.
I wouldn't write off KPG just yet as there is good synergy between them and their tenants.
IFT is an anchor of mine and although there are high management fees, they perform will and are innovative.
SPK is another anchor and will do well with 5G
I'm also convinced HGH is a well run company and continues to perform despite some setbacks.
I hold all five plus another couple pride prevents me from taking a hit. (NZR :AIR)
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OCA
MET
Sorry, I don't have 5, that's it.
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IFT with the Data storage and many other investments
OCA have done really well during the COVID crisis and will be over $1 hopefully by Christmas
ATM might surprise
SKL is on my watchlist
TRA may give a good share price lift for the short term, but that would be a gamble.
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although this cris is different from the GFC (GPHC) as look at the rates at which stocks revalued in the GFC might cuase some surprises.
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Risky bets, but..
SKO
VGL
SKC
TRA
SKT
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oca/scl/tra/san/skl are money where my mouth is
atm/hgh/san/anz/stu/sml i'm looking at closely too (either to buy or to sell)
crazy thing is that the board is so shallow that there are no "unknown" instruments