James Lindsay
James Lindsay
benefit cycle dollar domestic exposed looking overly safety stocks
Those looking for more safety should look for stocks that benefit from a dollar depreciation and ones not overly exposed to the domestic cycle or that have some international presence.
appeal attractive dairy good investors solid zealand
With New Zealand Dairy Foods, you would think it would have as much appeal to New Zealand investors as it would to Australians. It has good solid brands, so absolutely, barring price, it would be an attractive business.