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Politics : Ask Michael Burke
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To: miklosh who wrote (32862)9/25/1998 5:48:00 PM
From: Knighty Tin  Read Replies (1) of 132070
 
Mike, I prefer Impala Platinum to SWC. SWC is a marginal player. Impay is the franchise. The advantage of SWC is that it is American and can be margined and is not denominated in Rand. At these levels, I think those advantages are overrated vs. the company that has all the white metal.

I like Impay here and if you own none, buy a third. But hold the other 2/3s for a dip. I wouldn't buy a third of SWC at these prices, and, in fact, just dumped a third today.

MB

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