The boom after the boom

[juddy]

Well, we all know its going to end, but what businesses apart from debt collection agencies and marriage counsellors do people think will do well?

 

[booga82]

Generic pharmaceuticals.

 

[wayneL]

Booze

 

[Nick Radge]

Funeral parlours, cemeteries and crematoria. I have 25% of my super fund in Invocare (IVC).

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[doctorj]

What kind of world is it we live in where you need a four line disclaimer after typing 14 words?

Back on topic, some more potential defensive stocks:
Food retailers (MTS, WOW)
Gambling (AGI, ALL, PBL, TAH)
Discount retailers (TRS)

 

[Julia]

What kind of world is it we live in where you need a four line disclaimer after typing 14 words?

Back on topic, some more potential defensive stocks:
Food retailers (MTS, WOW)
Gambling (AGI, ALL, PBL, TAH)
Discount retailers (TRS)

Agree. And I'd add infrastructure, e.g. BBI, and retirement villages, e.g. FKP.

Julia

 

[krisbarry]

Agree. And I'd add infrastructure, e.g. BBI, and retirement villages, e.g. FKP.

Julia

Yes I agree retirement villages, as you know I am an avid fan of LVL.

LVL are riding two booms: the mining boom and the baby boomer boom!

I am just having a booming good time :

 

[nioka]

Well, we all know its going to end, but what businesses apart from debt collection agencies and marriage counsellors do people think will do well?

POliticians and public servants (question the servant part.)

 

[ice]

Water.
Both the supply and the distribution.


ice

 

[Knobby22]

What if the resource collapse occurs and the dollar drops substantially?
Of the stock areas mentioned only alchohol will give any protection in that scenario.

I would be looking at exporters to world markets and companies with substantial overseas businesses e.g. CSL, Fosters, Cochlear.

 

[krisbarry]

...and if the alcohol fails to numb the pain, then we could always turn to gambling... Aristocrat comes to mind.

When all the money is then gambled away the depression sets in so we could turn to anti-depressants (Aropax) GlaxoSmithKline Australia comes to mind...

....and so the cycle of life continues :

 

[noirua]

I like to think we are in one of the final booms, just about to start, in the resources sector. It may well prove false and lead to a concerted slowdown but still plenty of fun on the investment front to be had, me thinks. That means doing your homework throughout the resource sector.

Coal in the short term still looks strongly in demand but enhanced thermal from Indonesia will build and build, as well as thermal coal from north South Australia.
Iron ore from Western Australia and Africa is due to come on stream from 2013 and needs monitoring closely.
Gold looks in strong demand with the August buying season coming up and Greece, Spain and Italy being downgraded by the likes of Moodys and others. Many gold mines and some of those in the Eastern Block, Kazakhstan for instance, are costly producers of low and at the low end of the high grade gold producers. Something must give sometime but maybe not quite yet.

So it's a case of keeping on your mettle and research, research and research - good fortune

 

[tech/a]

We have serious competition and it's closer the the Asian demand centers of China and India.
RUSSIA.
The Siberian sector of Russia is over flowing with resources.

So don't think demand won't be met by limited supply!