Saturday, March 14, 2015


I've been meaning to write this for a while - about 3 years but some else got in the way.

Many readers, and all of my critics, which is just about all of you, jostled me because of my position and views about Restaurant Brands.

Well I turned out to be wrong and you (the critics) turned out to be more wrong than us all because many YEARS down the track - you know tortoise vs hare kind of thing, long vs short term thinking RBD turned out to be a winner.

SORRY, Russell Creedy.

And I put money on it, 60000 shares over 3 years. Then I sold it in 2001.

Now they are selling for nearly 4 bucks.

With dividends that went over my purchase price many times over.

They would be worth well over $200000 today and returning nearly 40 per cent. I was buying the company at its lowest price, 55c.

Only one person had the fortitude to stand out from the rest and he's rich by now.

As a company its run very well and I still eat there, KFC, its not yet back in the good ole days but its getting there.

It shows you that a company, run by the right person with clear, consistent goals can be run very well for the long - term with increases in productivity.

As an aside, DONT listen to others, DO your own research, and ignore advice that you get.

You will do all the above at your own risk.

Restaurant Brands @ Share Investor

Share Price Alert: Restaurant Brands Ltd
Restaurant Brands share price looking overcooked
Most Outstanding Stock of 2010: Restaurant Brands Ltd
Restaurant Brands Ltd: KFC has finally cracked it
Restaurant Brands: KFC Sales Figures Explained - Part 2
Finger Lick'n Good Management
Chart of the Week: Restaurant Brands Ltd
Long Term View: Restaurant Brands Ltd
Stock of Week: Restaurant Brands Ltd
Restaurant Brands: Buy or Sell ?
Pizza Hut sell-off provide opportunities all-round
Danny Diab & Restaurant Brands
2008-2009 KFC sales figures mislead investors
KFC Finally Flying
Starbuck's New Zealand Cup doesn't runneth over
RBD gives KFC a push
McDonald's playing chicken with KFC
Restaurant Brand's Pizza Hut faces increasing competition
RBD sales analysis
RBD saga continues: CEO leaves
The secret recipe is out
2007 FY profit analysis
Delivering increased profit in October 2007
No reason for optimism in latest sales figures

Discuss RBD @ Share Investor Forum
Download RBD company reports

c Share Investor 2015

Friday, February 20, 2015

Have Contact, what do I do with it now?

I bought this share in August 2011 thinking that the worst was over and that Contact was about to bring in the divs.

The company had just appointed a stonking CEO called Dennis Barnes and all was right with the world.

Or so we thought.

All the talk from Dennis, yes Dennis, I'll call him that from now since the folks at Contact will be reading this.

Anyway, he has been talking about a return to shareholders since taking over the reigns.

What made him change his mind?

Has Contacts prospects gotten so bad, he simply can't entertain the idea?

No, the company is doing well, and looks good to return $1 billion.

But what is this, oh no Dennis your 53.1 per cent shareholder Origin Energy has made some bad choices over the years as well and now looks to treat Contact as its own personal ATM by using that very same money that is supposed to be mine, ok ours, on buying up overseas energy companies.

Come on Dennis they are big boys.

Let them find their own money!

You have been talking about this for a long time. Expectations are that you would return it, to us.

Do you want to treat shareholders like your previous CEO treated your customers?

We know how that ended.

So I urge you, do the right thing. Treat us like owners as well as Origin Energy and return the money where it belongs, to us.

Don't be a paid lacky, we share in the fortune that you started with in this company.

Lets make it a long, mutually beneficial fortune.

* Contact has had a look ...

CEN @ Share Investor

Share Price Alert: Contact Energy Ltd 8
Share Price Alert: Contact Energy Ltd 7
Share Price Alert: Contact Energy Ltd 6
Share Price Alert: Contact Energy Ltd 5 
Contact Energy look set to gain customers
I'm Buying: Contact Energy Ltd
Share Investor Portfolio 2: Value @ 7 July 2011
Share Price Alert: Contact Energy Ltd 4
Share Price Alert: Contact Energy Ltd 3
Share Price Alert: Contact Energy Ltd 2
Share Price Alert: Contact Energy Ltd
Stock of the Week - Reprise 5: Contact Energy Ltd
Origin Energy asset stripping Contact Energy
Stock of the Week - Reprise 4: Contact Energy Ltd
Stock of the Week - Reprise 3: Contact Energy Ltd
Long Term View: Contact Energy Ltd
Stock of the Week: Reprise 2 - Contact Energy
Stock of the Week: Reprise - Contact Energy 
Not so fast Davy Boy
Still Watching Contact Energy
Beam me up Davy
Stock of the Week: Contact Energy
MarketWatch: Contact Energy - June 2009
MarketWatch: Contact Energy - Jan 2009
Contact Energy looks bright during dark times
Share Investor's 2009 Stock Picks
Follow the Monopoly Board

Discuss this stock at Share Investor Forum - Register free
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c Share Investor 2015

Tuesday, February 3, 2015

Headliner: Stop Sending Me Your Paper (Unless it is free!)

The owners of that wonderful financial rag The Headliner are going to have to stop sending me their rag!

So far I have been sent zero,zip,nada, nothing at all.

So Derek Freear from Mercantile Gazette Marketing Ltd listen up-I'm not getting it anymore!

If you wanna send me say 6 months worth ill make it worth your while. Free publicity.

I would love to hear from that mysterious benefactor once again.


Darren Rickard
309a Charles St
Hastings 4120.

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c Share Investor 2013, 2015

Monday, February 2, 2015

Kathmandu: How much in a week from now?


No, not the price of the sugar in a cup of Auckland latté but the price of something similar.

Kathmandu stock after a day of trading on news that its shares are down again, that came out today it failed to make the grade over Christmas.

Well below the IPO price of $2.15, the share price is likely to head south tomorrow before it does its typical dead cat bounce sometime in the next few days.

Its not the first or second time in its history, although it has been 3x in as many months lately, that the stock has been punished due to missing sales targets.

It has missed them before in the past - got down these levels vis a vie price - but this time it feels a little diff.

Something tricky going on with the reporting. I mean how can the reporting vary from Dec 22 2014 to Jan 31 2015. You have to question that?

What were the staff doing, giving up?

Thought they had a touch of a pumpkin or worse still a postman?

You just hope that they can get over this rather large hiccup and move on but something just nags at me.

Could this be the beginning of the end?

Kathmandu @ Share Investor

Share Price Alert: Kathmandu Holdings Ltd
Kathmandu Holdings: Profit Upgrade lacks accurate comparison
Kathmandu Holdings Ltd: The First Year
Kathmandu Holdings Ltd: 2010 full year profit analysis
Chart of the Day: Kathmandu Holdings Ltd
Kathmandu Holdings: Market Update Misleads
Kathmandu's 2011 Results Under Pressure from Jan Cameron
Kathmandu IPO: Prospectus Analysis
Kathmandu IPO: Jan Cameron lands a blow to IPO
Kathmandu IPO: What is it worth?
Kathmandu IPO: Retail Interest HighKathmandu IPO: A tough mountain to climb
Kathmandu No.1 but IPO should get the Bullet
Download the detailed Kathmandu Value Cruncher Report - Requires free registration at Share Investor Forum to download
Download Kathmandu IPO Prospectus
KMD Investor Presentation to Macquarie

Discuss Kathmandu @ Share Investor Forum

Download KMD Company Reports

c Share Investor 2015