where is the smart money going after fms?, page-6

I like the idea of sticking to iron ore, to me its the building block of urbanization in India and China. Its gotta be used. It's a winner.

I own some BRM, don't go there, bad news. I also own some ROY, its a spec and this is a story that I like, it may take a while to get going but I think it is a good story.

I also own AGO, AGO has all the boxes ticked, I especially like their management, they are strong. AGO is one company that has always delivered, they don't talk about deals that never seem to happen like "rail deals" that are happening next month, "yeah right".

But I am in the market for another Aussie IO "speccy", even though I couldn't see myself voting for the current PM other options in other countries such as Africa and South America are decidedly more dodgy. Aussie isn't really that a bad place to invest.

Any ideas??