tag:blogger.com,1999:blog-25714039.post9202776740140265560..comments2023-10-26T00:17:28.411+08:00Comments on A Private Portfolio: Financial Review - January, 2017traineeinvestorhttp://www.blogger.com/profile/05179861120801348035noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-25714039.post-89660680195748904242018-02-20T08:17:46.167+08:002018-02-20T08:17:46.167+08:00Yep...be keen for a meetup. DarrenYep...be keen for a meetup. DarrenShare Investorhttps://www.blogger.com/profile/02150520236094812434noreply@blogger.comtag:blogger.com,1999:blog-25714039.post-51035562296796984042018-02-18T10:45:55.283+08:002018-02-18T10:45:55.283+08:00Hi Darren
Thanks for the suggestions.
I have hug...Hi Darren<br /><br />Thanks for the suggestions.<br /><br />I have huge respect for HLG's management - they have done a superb job in keeping the company profitable and the dividends flowing in difficult conditions. I held them for several years in the 1990s. However, it will take a lot of convincing before I invest in a retail company at this time. <br /><br />I like SKC - they have solid expansion plans and will continue to be a beneficiary of continued growth in tourism numbers and economic growth generally. My two concerns with the company are (i) the high level of debt may lead the company to do a capital raising which tends to be bad news for shareholders and (ii) the delays in completing the convention centre project. I'll have another look.<br /><br />Incidentally, I will be down in Auckland in early May if you would like to meet up.<br /><br />Cheers<br />trainieeinvestortraineeinvestorhttps://www.blogger.com/profile/05179861120801348035noreply@blogger.comtag:blogger.com,1999:blog-25714039.post-90931703082469249642018-02-15T09:31:47.843+08:002018-02-15T09:31:47.843+08:00May I remind you that both HLG and SKC are on spec...May I remind you that both HLG and SKC are on special at the moment.Share Investorhttps://www.blogger.com/profile/02150520236094812434noreply@blogger.com