2016 Portfolio Picks Update

This is for the Anons out there and the rest of you.

Kia Kaha.

It's been a messy wee year, unfortunately like 2015 going way too fast and speeding up as I get older.

But on the financial front going just about right.

By the way sold down my WHS holding by 5000 shares (for a tiny loss, yes have had them for that long and they have paid a decent div.) and bought my full complement of SKC which is 3800.

This week also sold my Summerset Holdings  shares for a tidy $750 profit or just under 8%.

In my update to anon of my Portfolio Picks for 2016 I noted the following movements in stock prices and divs paid.

Tell me what you think.


Lets see how they are going as of 20 May 2016

Sky City Entertainment SKC 11 % plus a 10.5 cent div.

Fisher & Paykel Healthcare FPH 18.5 % plus a 9c div.

Mainfreight Ltd MFT 5.3% plus a 19c div.

Auckland Airport AIA 20.5% plus a 12c div.

Ryman Healthcare RYM  24% plus a 7c div.

Contact Energy CEN 9% plus a 13c div.

Hallensteins Glassons HLG, (18%) plus a 23 and 19c div.

Ebos Group EBO 9% plus a 28c div.

Infratil Ltd IFT 8% plus a 7c div.

Trustpower Ltd TPW 5.5% plus a 27c div.



Figs are rounded to the nearest full dollar.


To tell you the truth anyone could have made money in this market. Anybody, even real live brokers!!!!


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c Share Investor 2015, 2016

Share Investor's 2016 Stock Picks

I want to thank Halle Berry because without her this years picks would

have been more difficult. She helped be with a few stragglers.

Well I'm going to do something different for next years stock picks. I'm just going to pick what I have in my portfolio - minus the weedy ones - and add what I think will be some goers for next year.

So this list is going to be a lot shorter than usual.

Ill start my begging at Sky City Entertainment SKC

This will finally be the start of many a fine year for this company. Many of the rules to relax gaming will apply and they all do so BEFORE the casino is ready to go.

Watch this start to climb from this year.

Fisher & Paykel Healthcare FPH is another pick, picked again last year, it improved substantially this year and will do again in 2016. Plenty of money being spent, new things being created and sold at less and less cost.

All this means good things if YOU are a shareholder.

Mainfreight Ltd MFT is well on track to deliver the goods in 2016.

Money has been spent on warehouses in Auckland, Hamilton, Christchurch, Brisbane, Melbourne, Los Angeles's and one other place I cant remember right now but trust me, they have shelled out the noodles, now they just have to bring them in.

Auckland Airport AIA, it delivered in 2015, it will again in 2016.

Ryman Healthcare RYM is of course a definite push for the entry doors as this keeps getting bigger and bigger. Ignore all broker conflabs about when to buy etc. Do your own research and find the time to get yourself involved.

Contact Energy CEN, get it while its under or close to 5 bucks. Its got a clear 3-4 years ahead as far as capital returns go and there maybe something up CEO Dennis Barnes sleeves.

Lastly pick Hallensteins Glassons HLG, You have to be PATIENT but you can pick it up and all day long its paying 10% plus.

And the best thing about it is that its NOT covered by analysts and brokers (surely two of the most painful words in the market-mans (see what I did there and I will do from now on) dictionary) So you can make your way without the bluff and bluster.

Its a good stock.

Now for two of the ones I don't hold.

Ebos Group EBO, value in this stock AT MUCH LOWER levels. Like in the 7-8 dollars. Good management.

Infratil Ltd IFT, I've been meaning to chuck a few shekels at you but you cant go wrong with their assets and the way the company is run.

Finally, something I see as a contender for M & A activity next year. Trustpower Ltd TPW. That's the one Dennis has his eyes on.

Told ya Id be biased. Well if I cant get behind my stocks and sell them who else is going to.

Pick these stocks on dips in their share prices-they ALL have dips.

The Warehouse WHS excluded because its just about dead the rest of my stocks are headed for the hills in the next couple of years...they will have paid for themselves and start paying me pure profit.

See you next year.

Darren

P.S. If you have your own picks put them down at the bottom.


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c Share Investor 2015, 2016

Long Term View: Infratil Ltd

In this series of posts I am going to be looking at stocks listed on the NZX in relation to their returns to shareholders over the life of their listing -what shareholders would now see in their back pockets if they had invested in the company IPO. The calculation of returns includes dividends and tax credits.

Infratil Ltd [IFT.NZX] has been a stellar investment for shareholders since its September 1994 listing at an adjusted 50c per share . With $1.02c * in net dividends, 30% more in tax credits (see NZX chart above) and bonus issues; 7:6 bonus issue in 1996 and a 4:3 bonus issue in 1995, gives IFT a 700% return (see chart below for the share price percentage gain against the average of all NZX indexes - does not include dividends, tax credits and the share split in its calculation) and over the nearly 16 year listing of IFT an annual net return of just over 43%**.

This compares to an annual return from the average of all NZX indexes of 12.5%

* Excludes dividends from 1996-1999




Long Term View Series


Auckland International Airport
Air New Zealand
AMP Ltd
ANZ Banking Group Ltd
Briscoe Group Ltd
Cavalier Corporation Ltd
Contact Energy Ltd
Delegats Group Ltd
EBOS Group Ltd
Fletcher Building Ltd
Fisher & Paykel Appliances
Fisher & Paykel Healthcare
Freightways Ltd
Goodman Fielder Ltd
Hallenstein Glasson Holdings Ltd
Hellaby Holdings Ltd
Kirkcaldie & Stains Ltd
Kiwi Income Property Trust Ltd
Mainfreight Ltd
Michael Hill International Ltd
Metlifecare Ltd
Methven Ltd
New Zealand Refining Ltd
New Zealand Stock Exchange Ltd
Nuplex Industries Ltd
PGG Wrightson Ltd
Port Of Tauranga Ltd
Postie Plus Group Ltd
Pumpkin Patch Ltd
Restaurant Brands Ltd
Ryman Healthcare Ltd
Sanford Ltd
Skellerup Ltd
Sky City Entertainment Group Ltd
Sky Network Television Ltd
Steel & Tube Ltd
Telecom NZ Ltd
Telstra Corp Ltd
Tourism Holdings Ltd
Turners Auctions Ltd
Turners & Growers Ltd
The Warehouse Group Ltd
Wakefield Health Ltd


Infratil @ Share Investor

What Infratil sale of Auckland Airport stake means

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