BBI babcock & brown infrastructure group

re: back to $1.65/ invest some mining company prof Agree with...

  1. 616 Posts.
    re: back to $1.65/ invest some mining company prof Agree with you Kristy, we seem to have this stock all to ourselves. lnfra stocks out of favour last 2 months due to ? rising int rates, l have been progressively moving out of mining stocks into infra eg. GAS, ENV, AIH, TCL, CEU, CIF. l expect US int rates to peak in March and the US economy to slow later in 2006 which will pull back commod prices. Expect cost blowouts for miners and when commod prices fall it could get ugly. Have a look at CIFCA and let me know what you think - going cheap at the moment and seems like a solid investment in UK infra.
 
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