Government spend

[f4jsa]

Sober thinking must tell us that construction is the only "cheap" sector at the moment with everything else having recovered. Maybe we should emulate Buffett...greedy when others are fearful. Lets see how fast government can spend the R850bn pledged over the next 3 years. That should do nicely as the economic upswing and private spend should be in full swing by then. Agreed?

[striker]

The better share in this space,which will benefit from govt. spend is Raubex.Iv'e held both ESR and BSR ,which are cheap enough,but are continual laggards.Got into RBX which has had a good run recently.

[f4jsa]

I'm 50% in the red...will have to hold for the recovery.