TRH 0.00% 83.0¢ transit holdings limited

good medium term investment, page-132

  1. 2,882 Posts.
    "the recommended portfolio is not so flash "

    1 it was pretty darned good before the current downturn . There is a strong possibility that this stock will perform well for D & D.

    2 I entirely dispute that because D & D wrote a draft report today (more robust one yet to come) that it has any bearing on the fundamental value of this stock. My view is that TRH was trending up anyway. I have been in and watching TRH for some weeks now.

    3 I entirely agree with your point thatt the U.S. is one of the friendliest markets. There is huge interest internationally in fertislisers - downturn or not - peope have got to eat.

    G/luck. NM1000.
 
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