stocks my model likes at the moment, page-6

michinyon hi
i wrote myself some notes as i went through the last time you mentioned your model's outputs- i cleaned up some of my comments (didn't expect to post them). hope the comment don't pieve you, they are just my initial wander past them (i likely would not have thought to look them over without your post of model results):

iri- interesting, very interesting
aau- too small, badly managed till recently (same management there)
amm- amcom- telco actually paying (small) div. still don't like em (telco's), too cash-needy, telstra still too powerful
ppc- peet- land development (in the burbs, on the coast- i will stick with bec and its urban infill)
WHF- whitefield ltd- diversified financials, have a little look but not massive interest- they seem to be LIC, not much discount to NTA
ias- 'international all sports'- do they represent michael jordan?
rhd- moved onto clarius
iwi- int'l wine fund- holy cow that is a big div yield....not huge nta discount, dunno how sustainable the div is...
bwp- bunnings trust- nup- at the mercy of wesfarmers
nam- namoi cotton- cruddy div, and cotton has no place in australia
cos- cool or cosy- i cannot work out why these galoots are not making profit, they should be booming and easy operations...
krs- maybe in like 2 years, folks have got to be cutting back on curtains and blinds about now