Showing posts with label MFT. Show all posts
Showing posts with label MFT. Show all posts

Saturday, March 27, 2021

Share Investor's 2021 Stock Picks ;)


Normally i clear my mind and focus on next year.

This year, like 2020, i choose to go another way.

It has kind of run its course and ill tell you why if you be so kind to listen.

What is a stock pick but really an advert for yourself to pick whatever you want based on various methods.

I don't want to do that anymore, I see it as not helpful at all.

I would rather you pick the stock based on what you have learnt either through me or some other means - your "own" stock picks if you like.

I realize during this #covid19 period, it will be tricky to pick good long term winners.

BUT perhaps you can do the picking for once and i will listen - as i always do - intently.

I also got 6 of my 7 "might haves" right. The NZ dollar WILL weaken at some stage.

How will all my stocks do?

Well they did well this year. Pilling on about 30%. 

But don't get me wrong next year is a little bit more harder to predict - so i wont.

Except to say they are basically all over priced, due to there being little else for investors to pick over they are picking over what is already there for income.

But that's what you expect to see during this truly horrid period of Govt largesse. 

Next year we will see more of the same but a different year - 2021.


Addendum: I have to add 2 stocks to my portfolio. 2 stocks I have not owned before. Spark and Scales. Spark because they have that 5g thing which probably will take off this year and while you wait you will get paid over 5% pa. 

Scales because they have the package. Conservatively run www.scalescorporation.co.nz and on sale at the moment. AND there's rumours of Scales being the front runner for Villa Maria wines.



Love as always to Sophia & Jacks  ðŸ’“



Join up at Share Investor


Posted by Share Investor at 12:45 PM 0 comments

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Friday, October 16, 2020

Mainfreight: $100 dollars and up




Mainfreight just had a recent profit upgrade of 23% this week with a promise of more to come.

When it reached $24 intra-day briefly back in March it pretty much never looked back and has climbed ever since to touch an all-time high of $53.90c.

The big buying was back in Feb by Fisher Funds then again when it plumbed the depths in March. So you must take that on board when considering any purchases of this stock. It has gone up on relatively little stock - one or two million most days with sort of pepper potting of $5-6m of turnover.

But things are a foot. Management is pleased with the results getting new clients and seemingly thriving in this covid period when others have wilted. I would expect nothing else. AND question management if things were to flatten off BUT it hasn't.

So i will make a prediction. I expect to reach that $100 a share mark in around about 5 years with around $6B in revenues.

In between times I expect the stock to come off the boil soon AND that's when to buy. Perhaps next year when we are kinda going to have to face the facts that we - New Zealand Inc - are well and truly ....ed and the markets will start rocking again.

Until then DYOR and careful out there, there is only one of YOU.







Posted by Share Investor at 7:52 PM 0 comments

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Tuesday, December 17, 2019

Share Investor's 2020 Stock Picks ;)



We have cut back on expense for next years "pick".

Welcome back to the stock picking monkey for 2020's.

 This years picking is a little diff in that there will be no stock picks.

 It has kind of run its course and ill tell you why if you be so kind to listen.

 What is a stock pick but really an advert for yourself to pick whatever you want based on various methods.

 I don't want to do that anymore, I see it as not helpful at all.

 I would rather you pick the stock based on what you have learnt either through me or some other means.

 The following para is an addendum. 

 Except perhaps one stock - ill let you do the research - which I see as highly undervalued and that is where perhaps stock pickers come into their own picking undervalued stocks. I am going to pick one. Sky City Entertainment. It is ripe for the picking. Anything that you can buy at less than $4 is a steal. Hope I picked well Cameron Boyd ;0

 So let me finish this year by thanking everyone for joining up at Share Investor and Ill finish on about what might happen next year. 

 I see President Trump playing a big part in many portfolios - surprise, surprise.

 I see the NZ dollar weaken.

 I see bull markets to continue based on what we know so far and other indicators that are too numerous to mention.

 I see interest rates drift lower (see above)

 I see oil start to rise.

 Gold the same.

 Property in Auckland - rise. (Any monkey can pick that!)
Love as always to Sophia & Jacks  ðŸ’“



Share Investor's Annual Stock Picks





c Share Investor  2019

Posted by Share Investor at 11:07 PM 2 comments

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Wednesday, September 26, 2018

Mainfreight: $50 Bucks and Beyond

Image result for 50 buck note


I don't know about you but I have been watching the upwards trend in share price of Mainfreight Ltd with much interest, which is why I did one of these last year before the profit announcement in May 2017.

First of all its no surprise to me why its up.

Its well run, self critical and critical of others where its business is being affected and very few announcements to the market.

Lets have a look at some essential figs.


 2018

 *Net Reported Profit  112.22 mil
*Price Earnings Ratio (P/E) 17.27
*Earnings per Share (EPS) 112.24
*Net Tangible Assets per share 483.40c
*Total Net Div Paid  45c
*Div Yield 1.51%
*Market Cap 3,003,000,000


2017

*Net Reported Profit  88 mil
*Price Earnings Ratio (P/E) 23.29
*Earnings per Share (EPS) 96.24
*Net Tangible Assets per share 329.21c
*Total Net Div Paid  40c
*Div Yield 1.6%
*Market Cap 2,275,000,000

Source - Morningstar

It is currently trading at $29.92c and has closed as high as $31.10c last week and i expect it to trend upwards given the latest figures and the market sentiment that the next profit result out Nov 2018 will be a real doozy.

 They - MFT - have finally got it right. They just have to stitch together the various branches tightly and not lose the momentum that they obviously have.

 They are winning major new clients.

 The only rider to all this going on is if we have a major slowdown in trading between nations.

 Peace out.


Mainfreight @ Share Investor

Is Mainfreight Worth 30 Bucks a Share?
Is Mainfreight Worth 20 Bucks Plus 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 @ Shareinvestor 





c Share Investor 2018






Posted by Share Investor at 11:01 AM 0 comments

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Friday, September 21, 2018

Is Mainfreight Worth 30 Bucks Per Share?


New Zealand dollar bottoming? - The Trader Guy

Related image
Editors Gloating note: I have republished this in honour of the precedent set yesterday. Long may it continue.
I don't know about you but I have been watching the upwards trend in share price of Mainfreight Ltd [MFT.NZ] with much interest.

First of all its no surprise to me why its up.

 Its well run, self critical and critical of others where its business is being affected and very few announcements to the market.

Lets have a look at some essential figs.

 2017

 *Net Reported Profit  88 mil
*Price Earnings Ratio (P/E) 23.29
*Earnings per Share (EPS) 96.24
*Net Tangible Assets per share 329.21c
*Total Net Div Paid (last full financial year) 40c
*Div Yield 1.6%
*Market Cap 2,275,000,000

*2016

*Net Reported Profit   88 mil
*Price Earnings Ratio (P/E) 22.65
*Earnings per Share (EPS) 96.24
*Net Tangible Assets per share 329.21c
*Total Net Div Paid (last full financial year) 40c
*Div Yield 1.79%
*Market Cap 2,079,000,000

 *Dec 30


2011

*Net Reported Profit  26 mil
*Price Earnings Ratio (P/E) 13.92 
*Earnings per Share (EPS) 47.88
*Net Tangible Assets per share 1.86
*Total Net Div Paid (last full financial year) 19c
*Div Yield 2.24%
*Market Cap 880,000,000


Source - Morningstar

 Since Dec 30 2016 when the share price was $20.71 the share has packed on nearly 2 bucks to be trading at $22.60 currently.

 It is trading at these record levels largely because of positive sentiment and it is because it is a great company.

 I don't have any motivations either way, i'm keeping this stock until the day I die with a possible big payoff when the vultures circle and they will but either way I don't think it will be enough to tempt the heads of Mainfreight.

 It certainly won't tempt me. You would have to be talking well north of $50 to get me to release these.

 I'm enjoying this run and feel this May's profit announcement will be a stunner.

 The global logistics biz can be a hard beast at the best of times but I feel - the second feel in as many sentences -  that Mainfreight have finally got their ducks in a row.

 Can't wait until 30th May. 

Mainfreight @ Share Investor

 Read the MFT 2011 FY Presentation

 Is Mainfreight Worth 20 Bucks Plus 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 @ Shareinvestor 





c Share Investor 2017

Posted by Share Investor at 4:09 PM 0 comments

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Thursday, May 10, 2018

Share Investor: Mainfreights Don Braid with Corin Dann




An interesting 15 mins or so with Don Braid that I initially missed.

 You can see him start to get annoyed by Corins move to the negative with his questions.

 Don is ALWAYS positive!!

 Enjoy.

 Don Braid says they are also trying to move to electric fork lifts and make greater use of solar power in their buildings.

Meanwhile, despite headline business confidence being weak in many surveys at the moment, Mr Braid says he's feeling optimistic about the economic outlook for New Zealand and he doesn't know why other businesses are grumpy.

He says for the transport sector the new government is actually providing more stability by being mode natural when it comes to transport infrastructure.

Mainfreight @ Share Investor

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




c Share Investor  2018














Posted by Share Investor at 11:16 PM 0 comments

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Thursday, February 1, 2018

What do you Really Mean by buy now?

Image result for buy now stocks 2018

 It just came to me that since I have been offering up buys and sells for a 5th of my life on this ere blog that I explain what I mean when I say you should really think about purchasing/investing this share soon.

 Basically I see a share as a unit of storage. That is a storage of income to either add back to your portfolio or add to your pocket.

 The cheaper you can get that storage for the better.

 I have 7 stocks in my basic portfolio some of them were bought with the purpose of income - SKC, CEN & HLG - and some were bought for increasing DIVs and capital gain AIA,FPH,MFT & RYM. Currently they are all doing what they should, the 3 former are all reasonably low in share price and the 4 latter are all relatively expensive.

 Once again I will not sell no matter what happens - I will only sell when something material happens with each specific company.

 So the indicator there for today's market is that you tred very carefully before you purchase a share/company.

 Likewise when I give an indication of what to buy in a down market, I think i tends to be a little less cautious about price - because your simply getting the storage for a lot less than you get it in an up market so its silly to quibble over a few cents.

 Why not give an indication to buy only during a stock market downturn?

 Well I do as a general rule I have bought anything substantial since 2012. I do however see value in specific shares during the ups and the downs. I buy these. I have bought a number of shares since 2012 but I have never held them with the intention of holding them long term.

 Having said that there are 2 shares that I have bought - CEN and HLG - that I did buy between 2012 and 2014 that I have held and I didn't intend to keep them at all, except perhaps CEN a little bit - always liked this share since I first bought it in 1998 for $3.10.

 What i'm saying is you need to be flexible especially now a days things are changing so fast. 

 AND you can do this all yourself.

 All it takes is half an hour each day to do some reading - my blog esp - and your set.

 Go for it.
www.shareinvestorforum.com


c Share Investor 2018








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