what's up, where to with mtu?, page-10

Hi,

Appreciate your thoughts, thank you.

Most of my homework (research would be too big a word) has been in the oilers. NZO would be top of the list.

In infrastructure i believe that MAH still has quite an upside potential. Have been following IDL as well. FPH is also solid and has pulled back recently because health is not the 'in sector'.

Other then that I hold and am happy to hold: AWE, AOE, WOR, NMS, NOD, and SSM. Looking at of-loading RAK and FPA (both NZ companies)

Have you got any tips?