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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: Joan Osland Graffius who wrote (75684)3/12/2001 7:29:33 AM
From: valueminded  Read Replies (1) of 436258
 
Joan:

Ref: Fax. I have been following and am awaiting the dividend cut before I enter a position. Imo, it is almost a sure bet as about 1/2 of the current dividend is return of capital. Additionally, have you been following the credit quality of the bonds they hold. I noted over the last month a pretty significant detioration in their bond quality with a marked increase in their bbb or worse rated positions. Does that concern you ? I agree about the future of the Aussie dollar fwiw, but am shying away from establishing a position until the march (i believe) meeting where a dividend cut should be recommended. imo.

thanks
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