The Warehouse Ltd: Time Ladies & Gentlemen

  


Its time this company woke up well and truly and shook themselves into the real world. 

The Warehouse Group Ltd [WHS.NZX] is currently worth about $745 million dollars, some $250m less than when we last visited this on March 12.

At this rate the share price will collapse once it reaches that important psychological $2 mark.

Its not looking good for their next result in September and going out and selling their Newmarket property is just the last bastion to ward of the creditors.

Those at head office must be nervous - about what to sell next and about the reality of their situation that nobody wants to shop there and certainly nobody wants to invest in it.

No, not even those that own Farmers are interested anymore (at current prices) and are probably waiting for a spectacular collapse as we move closer to the September result.

I await with interest!



The Warehouse Group @ Share Investor

The Warehouse: Is it Time to Bow Out?
Share The Warehouse: What the Fuck is it Doing?
Share Investor Q & A: The Warehouse' Ian Morrice  
Share Investor Q & A: Questions to The Warehouse' Ian Morrice
Long Term View: The Warehouse Group Ltd
Share Investor Short: Warehouse Group yield worth a look
The Warehouse Group: 2010 Interim Profit Review
The Warehouse: Big Brands, Big Opportunities
Warehouse strike opportunity to buy
Long Term Play: The Warehouse Group
Share Investor Short: Warehouse Group yield worth a second look
Woolworths supermarket consolidation an indicator of a move on the Warehouse?
Stock of the Week: The Warehouse Group
Warehouse 2009 interim profit a key economic indicator
When will The Warehouse bidders make their move?
Long vs Short: The Warehouse Group
Warehouse bidders ready to lay money down
The Warehouse set to cut lose "extra" impediment
The Warehouse sale could hinge on "Extra" decision
The case for The Warehouse without a buyer
Foodstuffs take their foot off the gas
Woolworths seek leave to appeal to Supreme Court
Warehouse appeal decision imminent
Warehouse decision a loser for all
Warehouse Court of appeal decision in Commerce Commission's favour
MARKETWATCH: The Warehouse
The Warehouse takeover saga continues
Why did you buy that stock? [The Warehouse]
History of Warehouse takeover players suggest a long winding road
Court of Appeal delays Warehouse bid
The Warehouse set for turbulent 2008
The Warehouse Court of Appeal case lay in "Extras" hands
WHS Court of Appeal case could be dismissed next week
Commerce Commission impacts on the Warehouse bottom line
The Warehouse in play
Outcomes of Commerce Commission decision
The fight for control begins soon

Discuss WHS @ Share Investor Forum - Register free 
Download WHS company reports

Security Analysis: Sixth Edition, Foreword by Warren Buffett (Security Analysis Prior Editions) by Benjamin Graham Buy new: $41.77 / Used from: $32.40 Usually ships in 24 hours

c Share Investor 2017

Fisher & Paykel Healthcare Ltd: The Time to Buy

Fisher & Paykel Healthcare Ltd [FPH.NZX] . If you are a regular reader of this blog over the last 10 years or just a recent convert you will know that I am in love with this stock.

I bought It over many years AND I bought it for a good price.

It currently returns well over 10% p/a and I expect it to increase substantially as the years tick over.

If you are a holder well done but if you're not when is a good time to buy?

My answer to this is not complicated. 

The first thing to remember is that I didn't buy the bulk of my holding until January 2012 and that was after having it on my watchlist for many years.

I bought, because the shares were good value - mainly due to the lower value of the kiwi/US dollar cross.

The lower it goes the less money Fisher & Paykel Healthcare make when it is converted back into kiwi dollars.

Unless there has been a drastic change in the structure of the dollar market this same effect will happen again - no matter how much Fisher & Paykel hedge against the US dollar.

This should have an impact on the share price.

Nothing wrong with the company just the relationship to its various branches - in this case the US one.




Fisher & Paykel Healthcare @ Share Investor

Share Investor's 2012 Stock Picks
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 taleWhy 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 2017

Share Price Alert: Port of Tauranga Ltd 3

Port of Tauranga Ltd [POT.NZX] looks like it's creeping towards the 4 buck range.

If you, like me, are watching this closely it looks like it could breach that magical 4 buck mark.

As I write shares are trading at $4.15 but have been lower today at $4.07.

No news out just trading for the sake of it.

In absence of bad news I might put a bid in at $3.95.

Better value than when we last looked at it on Feb 27.


POT @ Share Investor

POT: Is it Worth Getting Back In?
Port of Auckland Dispute:Time to Move On
Share Price Alert: Port of Tauranga Ltd 2 
Share Price Alert: Port of Tauranga Ltd
Long Term View: Port Of Tauranga Ltd
Port in a storm
Ports of Auckland put a shot over competitor's bow

Discuss POT @ Share Investor Forum
Download POT Company Reports

c Shareinvestor 2017

Auckland Airport: Its a Buy

Auckland International Airport Ltd [AIA.NZX] is ripe for the picking of dividends right now.

The last day for qualifying is 21 March. The dividend is 10c per share and I obtained another 1000 for my short term portfolio to take me up to 2000 so far. 

Not really concerned about the really short term changes in the daily value and probably will release them for somebody else after the next profit announcement in August.

Will definitely release them when they get close to 8 bucks.

This really is a no brainer.

An excellent long term prospect and a good short term trade all day long.

AND, briefly AIA shares although might sort of wait a bit to see if it will go lower - this bit I wrote yesterday came true sooner than I thought and I bought them for $6.995.





AIA @ Share Investor

AIA: To Buy Now Or Not To ?
Share Investor Q & A: Auckland Airport's Simon Moutter
Auckland Council look set for a Auckland Airport Takeover
Auckland City Council new AIA Policy Doc
Make me an offer I cant refuse: Auckland International Airport Ltd
Long Term View: Auckland International Airport
VIDEO - Simon Moutter on Australian Airport Purchase
Auckland Airport Capital Raising a fair call
Auckland International Airport lands Australian Ports
What Infratil sale of Auckland Airport stake means
Is another Auckland Airport bid likely under a business friendly Government?
Latest Airport coverage
Cullen's move on Auckland Airport has far reaching effects
Cullen's move on AIA tax plan Anti-Business
AIA profit stays grounded
Softening opposition to CPPIB bid for AIA
Directors of AIA bribe brokers not to sell
What is Auckland Airport worth to you?
Second bite at AIA by CPPIB might just fly
AIA new directors must focus on shareholders
Auckland Airport merger deal nosedives
The Canadians have landed
AIA incentive scheme must fly out the window
Government market manipulation over AIA/DAE deal
DAE move on AIA: Will it fly?


Queenstown Airport Buyout @ Share Investor

Queenstown Airport: Queenstown Airport Update
Auckland Airport CEO on Queenstown Airport Fracas
Queenstown Airport: Court Case looks set to Drag
Queenstown Airport: Loud Voices & Loyalty
Queenstown Airport: Air New Zealand's Crocodile Tears
Queenstown Airport: AIA purchase good Long-Term but will cost shareholders Short-Term

Discuss this Stock @ Share Investor Forum - Register free 
Download AIA Company Reports

	The Intelligent Investor: The Definitive Book on Value Investing. A Book of Practical Counsel (Revised Edition) (Collins Business Essentials) byBenjamin Graham Buy new: $13.25 / Used from: $9.24 Usually ships in 24 hours
	The Essays of Warren Buffett: Lessons for Corporate America, Fourth Edition by Warren E. Buffett Buy new: $30.40 / Used from: $169.48 Usually ships in 24 hours

c Share Investor 2017