Friday, July 27, 2012

2012 NBR Rich List




Its that time of the year again were we look at (and wonder with excitement and some of us envy) at how did they do it. Mostly its hard worked for but some of it comes from families.

Just dream it or go for yourself.

Once again I am not on the list but I will keep trying.

Go to more



DUKE Rod
$360m
LANE Gary
$220m
DRURY Rod
$120m
PYE Wendy
$100m
SAX John
$85m
KEY John
$50m
NBR @ Share Investor




c Share Investor 2012



Friday, July 20, 2012

Share Price Alert: Fisher & Paykel Healthcare Ltd 3


Fisher & Paykel Healthcare Ltd [FPH.NZX] is looking like a buy at the moment. On dividend alone its paying about 9% net! The dividend is safe so no need to worry about that. Trust me it looks safe from here with only currency traders keeping this swinging.

Watch for early swings in trading and the get in during the day. The morning is too tricky. Currently trading at $1.97 this really is a steal.

Get in on further weakness.


Thank you to all those who left comments some months ago, especially you Rafa.


Disc I own FPH shares in the Share Investor Portfolio



Share Price Alert Series

Pumpkin Patch Ltd 5
Fisher & Paykel Healthcare Ltd
Contact Energy Ltd 6
Fletcher Building Ltd 5
Auckland International Airport Ltd
Kathmandu Holdings Ltd 2
Mainfreight Ltd 3
Fisher & Paykel Healthcare Ltd
Fletcher Building Ltd 4
Fletcher Building Ltd 3
Port of Tauranga Ltd 2
Contact Energy Ltd 5
Ecoya Ltd
Contact Energy Ltd 4
The Warehouse Group Ltd 2
Contact Energy Ltd 3
Contact Energy Ltd 2
Xero Ltd 2
Pumpkin Patch Ltd 4
Pumpkin Patch Ltd 3
Hallenstein Glasson Holdings Ltd
Telecom New Zealand Ltd 4
Telecom New Zealand Ltd 3
Port of Tauranga Ltd
Freightways Ltd 3
Goodman Fielder Ltd 2
Freightways Ltd 2
Telecom New Zealand Ltd 2
Ryman Healthcare Ltd
Charlies Group Ltd
Fletcher Building Ltd 2
Contact Energy Ltd
Steel & Tube Ltd
Telecom New Zealand Ltd
New Zealand Stock Exchange Ltd
Mainfreight Ltd 2
The Warehouse Group Ltd
Pumpkin Patch Ltd 2
Hallenstein Glasson Holdings Ltd 2
Fletcher Building Ltd
Restaurant Brands Ltd
Mainfreight Ltd
Tourism Holdings
Goodman Fielder Ltd
Pumpkin Patch Ltd
Hallenstein Glasson Holdings Ltd
NZ Refining Ltd
Freightways Ltd
Xero Ltd

  

Fisher & Paykel Healthcare @ Share Investor

Global Market Sell-Off Stocks: Fisher & Paykel Healthcare
Resmed takes market share from Fisher & Paykel Healthcare
Resmed kicking Fisher & Paykel Heathcares butt?
Share Price Alert: Fisher & Paykel Healthcare Ltd
I'm Buying: Fisher & Paykel Healthcare Ltd
Share Investor's Total Returns: Fisher & Paykel Healthcare Ltd
Share Investor's 2011 Stock Picks
Stock of the Week: Fisher & Paykel Healthcare Ltd
Fisher & Paykel Healthcare & the US Dollar
Mondrian Investment Partners take stake in Fisher & Paykel Healthcare
Fisher & Paykel Healthcare: 2010 Full Year Profit rests on Foreign exchange movement
Long Term View: Fisher & Paykel Healthcare
Stock of the Week: Fisher & Paykel Healthcare
Analysis - Fisher & Paykel Healthcare: FY Profit to 31/03/09
Schroder Investment Management takes big Fisher & Paykel Healthcare stake
Long VS Short: Fisher & Paykel Healthcare
Big Fisher & Paykel Healthcare trades a curious tale
Why did you buy that stock? [Fisher & Paykel Healthcare]

Drinking and Trading
Share Investor's 2008 stock picks
Fisher & Paykel: A tale of two companies
FPH downgrade masks good performance

Discuss FPH @ Share Investor Forum
Download FPH Company Reports





c Share Investor 2012





Friday, February 3, 2012

Share Price Alert: Briscoe Group Ltd

http://chart.bigcharts.com/custom/fairfax-com-nz/chart.asp?rnd=0.8797433473953465&style=2242&symb=BGR&size=1&type=64&time=10yr&freq=1dy&comp=&compidx=&ma=&maval=&lf=&lf2=&lf3=&uf=16384&arrowdates=&arrowlegend=&country=NZ&sid=968818
BGR 10 Year Chart
Briscoe Group Ltd [BGR.NZX] had an excellent 4th quarter sales result out on Thursday and sales for that quarter were up by almost double digit levels and profit for the 2012 full year, which is out in March, is set to be up by around 25%.

Clearly this is significant news and had an immediate impact on the share price taking it from $1.42 pre announcement to $1.50. The share price gave back 5c today to close at $1.45.

While the current share price is at 4 year highs not seen since late 2007, the stock is still at an attractive yield of over 9% gross, the company has no debt and $60-70 million cash in the bank and having a profit upgrade while other retailers, like The Warehouse Group Ltd [WHS.NZX], are suffering downgrades surely makes this retailer an exceptional one and the best operated listed retailer in New Zealand.

You can see in the 10 year chart above that this has not been a stock to buy for capital appreciation, reaching a high of over $2.75 nearly 10 years ago and never reaching even close to that ever since but it is well off its 2009 lows of just under 60c, so you would be buying at close to 3 year highs.

There could be pressure in the coming year on BGR's margins from its desperate competition but as I said above it is in good shape and I would buy at these levels as a yield play.

Buy on weakness if possible.

Further Share Price Alerts 

Disc: I own BGR shares in the Share Investor Portfolio


Briscoe Group @ Share Investor

Share Investor's Total Returns: Briscoe Group Ltd
Chart of the Week: Briscoe Group Ltd
Share Investor Q & A: Briscoe Group CEO Rod Duke
Share Investor Q & A: Put Questions to Briscoe Group CEO Rod Duke
Long Term View: Briscoe Group Ltd
Briscoe's Cash worth looking at
Whats on Rod Duke's shopping list?
Why did you buy that stock? [Briscoe Group]
Rod Duke's Pumpkin Patch gets bigger

Discuss BGR @ Share Investor Forum - Register free

From Fishpond.co.nz

Allan Hubbard: Man Out of Time - By Virginia Green

Hubbard: A Biography of Allan Hubbard

Buy NZ's best business books & other consumer products

Fishpond


c Share Investor 2012



Share Price Alert Series

The following are the full list of links for the Share Price Alert series of posts


Share Price Alert Series

Pumpkin Patch Ltd 5
Fisher & Paykel Healthcare Ltd
Contact Energy Ltd 6
Fletcher Building Ltd 5
Auckland International Airport Ltd
Kathmandu Holdings Ltd 2
Mainfreight Ltd 3
Fisher & Paykel Healthcare Ltd
Fletcher Building Ltd 4
Fletcher Building Ltd 3
Port of Tauranga Ltd 2
Contact Energy Ltd 5
Ecoya Ltd
Contact Energy Ltd 4
The Warehouse Group Ltd 2
Contact Energy Ltd 3
Contact Energy Ltd 2
Xero Ltd 2
Pumpkin Patch Ltd 4
Pumpkin Patch Ltd 3
Hallenstein Glasson Holdings Ltd
Telecom New Zealand Ltd 4
Telecom New Zealand Ltd 3
Port of Tauranga Ltd
Freightways Ltd 3
Goodman Fielder Ltd 2
Freightways Ltd 2
Telecom New Zealand Ltd 2
Ryman Healthcare Ltd
Charlies Group Ltd
Fletcher Building Ltd 2
Contact Energy Ltd
Steel & Tube Ltd
Telecom New Zealand Ltd
New Zealand Stock Exchange Ltd
Mainfreight Ltd 2
The Warehouse Group Ltd
Pumpkin Patch Ltd 2
Hallenstein Glasson Holdings Ltd 2
Fletcher Building Ltd
Restaurant Brands Ltd
Mainfreight Ltd
Tourism Holdings
Goodman Fielder Ltd
Pumpkin Patch Ltd
Hallenstein Glasson Holdings Ltd
NZ Refining Ltd
Freightways Ltd
Xero Ltd



Steve Jobs
Steve Jobs Biography - By Walter Isaacson

c Share Investor 2012