Sunday, July 6, 2014

The Share Investor Portfolio: Where it is today

Time to check in and see if I have refashioned, refocused, retooled or just left things the way they are with the Share Investor Portfolio.

Well, I have just revised the portfolio by adding one thing, and that is MOA.NZ. With that I have bought just 1000 at 55c. Of course they are now down to 41c, any minute now they are going to do a Lazarus like recovery and head on way past $1. That is the theory, we will soon see the practice.

I have noticed that MFT.NZ has really packed on the pounds recently putting on 45c to finish closing at $14.85. A real little rocker that finished on a high on Friday and looks set to continue. I wouldn't sell it at any price, look to see this share setting new records over the years. Management don't set well with dividing up share prices for the hell of it so looks like its headed up to Xero territory, and to stay there.

Another share doing well has been FPH.NZ , at around $4.68 it looks like it will double in value over the coming 5 years as its revenue tops 1 Billion - could be a race between Fishers and Mainfreight to see who reaches silly heights, love the market.

SKC.NZ isn't doing well at the moment, I thinks its started this year about where it is now - but be warned when news comes out about the new gaming features the company is going to bring to the market and how well they do - the share is going to take off. It owes me very little.

RYM.NZ is another great , fantastic, splendid share. Cant really say much more about this, growing BIG.

AIA.NZ has taken a wee turn for the worse but owes me very little, while CEN.NZ has returned about 30% but has yet to take off - National winning the election will take care of that.

And the WHS.NZ is doing what it always does, lurching along from one profit warning to another.

One truly good company, HLG.NZ is down about 25% bought 10000 last year for $4.42 is struggling and even though it has recently came out with all looks well, seems to be marking time to the actual profit announcement in September.

Well, thats it really, remember, think and do your OWN research before plucking down the dollars. It is only money but its your money!

Share Investor's 2014 Stock Picks

Toughen Up: What I've Learned About Surviving Tough TimesToughen Up: What I've Learned About Surviving Tough Times byMichael Hill 
Think Bigger: How to Raise Your Expectations and Achieve EverythingThink Bigger: How to Raise Your Expectations and Achieve Everythingby Michael Hill 

c Share Investor 2014