Sunday, May 22, 2016

2016 Portfolio Picks Update

This is for the Anons out there and the rest of you.

Kia Kaha.

It's been a messy wee year, unfortunately like 2015 going way too fast and speeding up as I get older.

But on the financial front going just about right.

By the way sold down my WHS holding by 5000 shares (for a tiny loss, yes have had them for that long and they have paid a decent div.) and bought my full complement of SKC which is 3800.

This week also sold my Summerset Holdings  shares for a tidy $750 profit or just under 8%.

In my update to anon of my Portfolio Picks for 2016 I noted the following movements in stock prices and divs paid.

Tell me what you think.


Lets see how they are going as of 20 May 2016


Sky City Entertainment SKC 11 % plus a 10.5 cent div.

Fisher & Paykel Healthcare FPH 18.5 % plus a 9c div.

Mainfreight Ltd MFT 5.3% plus a 19c div.

Auckland Airport AIA 20.5% plus a 12c div.

Ryman Healthcare RYM  24% plus a 7c div.

Contact Energy CEN 9% plus a 13c div.

Hallensteins Glassons HLG, (18%) plus a 23 and 19c div.

Ebos Group EBO 9% plus a 28c div.

Infratil Ltd IFT 8% plus a 7c div.

Trustpower Ltd TPW 5.5% plus a 27c div.



Figs are rounded to the nearest full dollar.


To tell you the truth anyone could have made money in this market. Anybody, even real live brokers!!!!


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Share Investor 2015, 2016


Monday, May 9, 2016

Market Musings and Other Things




Coming mid-way through the earnings period with about 3 months till the new reporting season kicks off there are 3 stocks in the Share Investor Portfolio that are worth a perusal because reporting for them kicks off on the 20th of this month with Ryman Healthcare RYM , Mainfreight MFT on the 26 th and Fisher & Paykel FPH on the 27 th.

Ryman is looking good for a slice of the retirement sector action, they started the listed sector, it is they continue to lead with units built, and of course they are by far the largest retirement sector group in New Zealand.

They could actually pull off a coup this May announce a share split. Something they did about 10 years ago. They needn't split in my humble opinion but there you go management seem to like that sort of thing.

If they don't split now they will do so in November.

Mainfreight could well transport some of Rymans tools of the trade like timber and concrete.

It is also finished at an all-time high of $16.77 on Friday, a barometer for the economy as a whole Mainfreights share price tends to reflect what is happening in the economy right now and right now the economy is hot.

All signs are pointing to a record profit, with a spread of global investments paying off, Mainfreight is ready to expand without spending anymore but guess what they are spending more and that is again going to lead to more expansion along the way.

Fisher & Paykel is a stock now that is ranked either one or two depending on what the market is doing on a day to day basis. At present it is ranked number two with Fletcher Building number one. This will of course all change over the next couple of years as the price of Fisher outpaces Fletchers with Fisher about $1.80 in 2012 and Fletcher's around $5.50 vs today's price of around $8.40 from memory.

Fishers is headed to a record profit this May and its share price will doubtless head up past the $10 mark and above and one wonders why the hell nobody has yet held out $ US10 billion or so to take this company within their fold.

Good.

These little 3 shares in my portfolio are among the best performing of the 9 that make up the Share Investor Portfolio.

I cant wait until the 20th.


P.S. Anyone who wants to train for the Auckland Marathon this October can! Train with me. If       you are interested and hopefully live in the Albany Auckland area. Give me a buzz @ shareinvestornz@gmail.com         



Links to Extra Reading on RYM, MFT, FPH



Think Bigger: How to Raise Your Expectations and Achieve EverythingThink Bigger: How to Raise Your Expectations and Achieve Everything by Michael Hill 




c Share Investor 2016

Sunday, April 17, 2016

Was Nigel Morrison Pushed?
















Some more rumour and speculation.

But isn't there just an ounce of rumour and speculation to everything?

Last weeks news that Sky City CEO Nigel Morrison will step down at the end of this month has me wondering a number of things.

Morrison didn't get to his stated aim of $10 per share by the time he leaves.

No doubt about it Nigel has been good for Sky City.

He has been handsomely - and justly in my opinion - rewarded with salaries and incentives circa $22,000,000,00 in his time at the helm.

Yet I think - and this is where i'm speculating - when he made it clear that he was thinking of leaving about 6 months ago he actually was beginning the process of bargaining until maybe 2020-21 where he could actually see the fruits of his labour pay off.

What I cant make out though is why he wasn't given a better offer that allowed him to stay.

What is fact is that Chris Moller in 2008 who came in as chairman, was a supporter of Morrison but not all of the companies directors and heads of depts were backers of this man getting a raise.

In fact it was talked about, in private around 6 months ago just about how much Mr Morrison was worth.

Just what has been divulged to Share Investor is that negotiations HAD BEGUN but what wasn't clear was just who put the kybosh on it.

I suppose it just goes to show there is jealousy even at the top. This fellow does well grows the company to the verge of a massive change yet is dumped.

Perhaps he was better to get out in the end.

Hope is replacement lives up to him.




    Sky City Entertainment Group @ Share Investor


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    Discuss SKC @ Share Investor Forum
    Download SKC Company Reports




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    Toughen Up: What I've Learned About Surviving Tough Times by Michael Hill







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    Wednesday, March 23, 2016

    Hallensteins Glasson: Sold By Days End?

    Chart forHallenstein Glassons Holdings Ltd (HLG.NZ)

    The time of the profit release has been delayed about 6 hours till the end of the trading day.

    What does the timing of today's release mean for you and me investor?

    It could be a number of things.

    I can only go into two here.

    It could be that the accountants have not got their shite together and havent crossed their I's and dotted their t's.

    Unlikely.

    That hasn't happened in the 12 years I have been a shareholder and it not likely to happen now.

    That the major shareholders the descendants of the Hallenstein fasimily and Tim Glasson and et al have been offered a shite-load of money for their holdings and they haven't worked out the finalities of it yet is more likely to be the case?

    Tim Glasson is a old coot with 20% shareholding in Hallensteins Glasson and like all old coots im sure hed like to take some money off the table if he was offered enough and do something else with it.

    What has Hallensteins Glasson's got going for it?

    No debt and cash on the books and a very low share price.

    Couple that with overseas companies looking for higher yields in a lower risk market.

    I cant think of anything else, can you?



    Hallenstein Glasson @ Share Investor

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    Think Bigger: How to Raise Your Expectations and Achieve Everything

    Think Bigger: How to Raise Your Expectations and Achieve Everything by Michael Hill 



    c Share Investor 2016