Saturday, July 30, 2011

Share Investor Portfolio 2: Value @ 29 July 2011

The Share Investor 2 Portfolio is a separate portfolio apart from the original Share Investor Portfolio and contains just one share, Contact Energy Ltd [CEN.NZX]. It will only have this one share in it and has a far shorter time frame than the original long-term portfolio that I started 8 years ago.

The portfolio was started July 7 with 9000 shares purchased at $5.34 at a total cost of
$48,060.00 and $144.18 in brokerage.

After the 14th day of trading the portfolio was down by $1440.00 or 2.99% on the July 22 update to be worth a total of $46,530.00.

The portfolio is down 3.18% or $1530.00 since tracking began on July 7 2011.

Share Investor 2 Portfolio as at 17:30:00, Friday 29 July, 2011 (NZT)

Cost price
Total cost
Market price
Market value

9,000 $5.340 $48,060.00 $5.170 $46,530.00 $1,530.00 3.18%


Total cost Market value Change

$48,060.00 $46,530.00 $-1,530.00

Share Investor Portfolio 2

Share Investor Portfolio 2: Value @ 22 July 2011
Share Investor Portfolio 2: Value @ 15 July 2011
Share Investor Portfolio 2: Value @ 14 July 2011
Share Investor Portfolio 2: Value @ 13 July 2011
Share Investor Portfolio 2: Value @ 12 July 2011
Share Investor Portfolio 2: Value @ 11 July 2011
Share Investor Portfolio 2: Value @ 8 July 2011
Share Investor Portfolio 2: Value @ 7 July 2011

Discuss CEN at Share Investor Forum - Register free
Download CEN Company Reports

Recommended Fishpond Reading

Buy The Intelligent Investor & more @

c Share Investor 2011

Friday, July 29, 2011

Mainfreight Ltd: Top returns for the last 10 years

An interesting graph from today's Mainfreight Ltd [MFT.NZX] annual meeting that I will one day attend when I am not working and I believe was held at a flash South Auckland Winery.

The text of the meeting is essential reading for Mainfreight co owners like myself and investors who have not plunked down their shekels for a piece of this company will get some insight into how the company has done over the last year and where they will be going over the next 12 months and more.

Interestingly the meeting has highlighted the performance of MFT as an investment and over the last 10 years to 31 March 2011 the company has come out on top with a near 30% annual return.

Out of the 9 companies on the graph I hold 5, so I am pretty chuffed, especially the placement of Ryman Healthcare Ltd [RYM.NZX] at number 3.

I am betting MFT and RYM will be near the top over the next 10 years.

Disc I own MFT shares in the Share Investor Portfolio

Mainfreight @ Share Investor

Read the MFT 2011 FY Profit Presentation

Is Mainfreight Worth Ten Bucks a Share?
Share Price Alert: Mainfreight Ltd 2
Mainfreight's European Acquisition a Good Move
Share Price Alert: Mainfreight Ltd
Investing in the Stockmarket: Timing your Purchase
Stock of the Week: Mainfreight Ltd
Mainfreight Ltd: 2011 1st quarter Profit Analysis
VIDEO: Don Braid with Paul Homes on the Economy
Mainfreight Ltd: Full Year 2010 Profit Analysis
Long Term View: Mainfreight Ltd
Share Investor Interview: Mainfreight's MD Don Braid
Stock of the Week: Mainfreight Ltd
Questions to Mainfreight's MD Don Braid
I'm Buying: Mainfreight Management delivers the goods
Mainfreight Annual Report Packs a Punch
Analysis - Mainfreight Ltd: FY Profit to 31/03/09
Mainfreight VS KiwiRail: The Sequel
Long VS Short: Mainfreight Ltd
Why did you buy that stock? [Mainfreight Ltd]
Mainfreight 2008 Annual report worth reading
KiwiRail will cost Mainfreight
Mainfreight keeps on truckin
A rare breed
Share Investor's 2008 stock picks

Discuss MFT @ Share Investor Forum
Download Mainfreight Company Reports

From - Every Bastard Says No: The 42 Below Story

c Share Investor 2011