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Re: A beginners possible portfolio




Hi sofman2000


I would see low risk as a company that still has strong earnings and demand for product, has very little debt and has strong management. All despite recent global financial turmoil.


As far as what I have invested in it has only ever been resource companies and support services to the mining industry. The companies I have personally chosen to invest in are energy, ie coal/uranium, in my opinion there should still be strong demand for these commodities as they are used in part of everyday life, ie power.


I would see high risk in resources as a company in greenfields exploration in commodities with poor demand, very little on mgt track record and little cash in the bank to get through tough times.


I suppose the same can be thought of to other industries also.


With your list of stocks there ORG seem to fit the bill as a low risk BUT I think because the shareprice has been underpinned by the BG offer it leaves very little in terms of future growth of the company. I think they are fully priced and do not offer much upside.


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