Booms, Busts, and Recoveries Message Board

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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: Mark Adams who wrote (7335)	8/17/2001 8:45:52 PM
From: Moominoid	Read Replies (1) of 74559

I'm not very exposed at all to Aus resource stocks. I have mainly Aus industrials and units in "CFS Global Resources Fund" which is more in foreign resource stocks. I just bought into Pacific Dunlop which is a breakup/recovery play. They could be negatively affected as their best business (the one they want to keep - Ansell) is heavily US based... Main other ones are Mayne Nickless (healthcare), Suncorp-Metway (regional bank and insurance), and Telecom NZ (at least it went down less than other Telecom :)). Plus lots of smaller company industrials managed funds and smaller amount of large industrials managed funds. Also Platinum Capital (closed end hedge type fund) that has 46% exposure to AUD and 47% to Euro but is 41% short (mainly US) stocks. The resources sector of our market is only 15% of market capitalization now. David

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