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
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)
A quote attributed to Margaret Thatcher goes along the lines of "The problem with socialism is that eventually you run out of other people's money."
Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.”
Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine
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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