Re: OXR T/O ZFX...
``The diversification gives them a more robust outlook,'' Tim Schroeder, who helps manage A$1.9 billion at Pengana Capital, and holds both stocks, said by phone from Melbourne. Still, ``it's quite opportunistic. A company trading at a premium that's quite expensive, taking out a company that isn't.''
- What goes around, comes around.
- Considering the current markets, we have done prtty well.
zfx now 17 perc, page-4
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