Wednesday, March 6, 2019

Fisher & Paykel Healthcare: Questioning



There's no doubt about it it FPH is definitely way overpriced.

Whether that's a symptom of the lack of quality stocks on the New Zealand market or whether is because of the hot fire underneath the company - it has been doing gang busters for a number of years - it all depends where you come from.

It tacked on well over $1 about 2 weeks ago when it mentioned to the markets that all bets were off and that the legal stoush FPH was having with RMD - Resmed - was over worldwide, so it is very sensitive to this kind of info.

No doubt the coming results out this May will be good and you have to understand that this legal brouhaha that is now over brings $20m pa in cash straight to the bottom-line.

So I think there is opportunity here for some short term gain of at least $2 per share from here for you short termer's and for us long termer's their is scope to pick some of these up during its weaker times - like the US/kiwi dollar cross going the other way.

So if you want to get some of that money back from that errant lawyer, give this a go.

Trade/invest wisely.


Fisher & Paykel Healthcare @ Share Investor

Fisher & Paykel Healthcare Ltd: Where is it Going?
Fisher & Paykel Healthcare Ltd:  Should I Buy Now?
Fisher & Paykel Healthcare Ltd: The Time to Buy
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 tale

Why did you buy that stock? [Fisher & Paykel Healthcare]
Drinking and Trading
Share Investor's 2008 stock picks
Share Investor's 2009 stock picks
Fisher & Paykel: A tale of two companies
FPH downgrade masks good performance



Discuss Fisher & Paykel Healthcare @ Share Investor 





c Share Investor 2019







Wednesday, February 20, 2019

Share Price Alert : Contact Energy 13



You could have forgotten about this share since I recommended it back in Nov 2016 for $4.40 and all the way up to now - Contact Energy.

I personally would stick another 50c on it. I say this because it really has had a good year and this is set to continue. With a hefty/increased cash-flow this reporting.

This is set to increase for the next couple of years as well as surprises to the upside and surprises to the downside. But capital expenditure is way down on prior years.

This kind of reflects in the climb of the stock from around the 6 dollar levels over the last few months and will propel it - i think to over $7- before the next round of profit announcements in August.

So if your in for a lazy 50 or 60c get in and buy.




CEN @ Share Investor

Share Price Alert: Contact Energy 12

Share Investor's 2019 Stock Picks 
2018 Share Investor Stock Picks
Share Price Alert: Contact Energy 11
Share Price Alert: Contact Energy 10
Contact Energy: Buy Now!
Share Price Alert: Contact Energy Ltd 8
Share Price Alert: Contact Energy Ltd 7
Share Price Alert: Contact Energy Ltd 6
Share Price Alert: Contact Energy Ltd 5 
Contact Energy look set to gain customers
I'm Buying: Contact Energy Ltd
Share Investor Portfolio 2: Value @ 7 July 2011
Share Price Alert: Contact Energy Ltd 4
Share Price Alert: Contact Energy Ltd 3
Share Price Alert: Contact Energy Ltd 2
Share Price Alert: Contact Energy Ltd
Stock of the Week - Reprise 5: Contact Energy Ltd
Origin Energy asset stripping Contact Energy
Stock of the Week - Reprise 4: Contact Energy Ltd
Stock of the Week - Reprise 3: Contact Energy Ltd
Long Term View: Contact Energy Ltd
Stock of the Week: Reprise 2 - Contact Energy
Stock of the Week: Reprise - Contact Energy 
Not so fast Davy Boy
Still Watching Contact Energy
Beam me up Davy
Stock of the Week: Contact Energy
MarketWatch: Contact Energy - June 2009
MarketWatch: Contact Energy - Jan 2009
Contact Energy looks bright during dark times
Share Investor's 2009 Stock Picks
Follow the Monopoly Board


Discuss this stock at Share Investor  






c Share Investor 2019









Thursday, January 17, 2019

Sky City: Buy



Sky City Entertainment is a strong buy at the moment.

Going down to $3.41c last week, its currently trading at $3.61c today.

It may go below the 52 week low of $3.41c it reached last week but if you want to load up on this stock before it sets records in 2020 you better get in now.

Reporting its profit result on the 14th Feb.



Sky City Entertainment Group @ Share Investor

Sky City: Turmoil in Market Brings Bargains

Sky City Entertainment Group Ltd: The Americas Cup
Share Investor's 2016 Stock Picks
Sky City gets the 2nd deal
Sky City Expansion: Adelaide Spreads on the Riverbank
Sky City to pay for National Convention Centre
Share Investor discusses Convention Centre proposal with CEO Nigel Morrison
SKC Convention Centre power-point slide illustrations & SKC submission to Auckland City Council
Sky City Gaming: Morningstars look at Sky City's gaming
Share Investor's Total Returns: Sky City Entertainment Group Ltd
Sky City Entertainment Group Ltd: Presentation to Macquarie Group
Morningstar Revalues Sky City Entertainment Group
Guest Post - Michele Hewitson Interview: Nigel Morrison
Failed Sky City bid for Christchurch Casino good news for Shareholders
Sky City Entertainment Group Ltd: Christchurch Casino bid falls short of Investment Criteria
Sky City Entertainment Group Ltd: Never mind the width feel the volume
Sky City Annual Meeting & 2011 - 2012 Profit Forecast
Stock of the Week: Sky City Entertainment Group Ltd
Sky City set to lose National Convention Centre bid
Sky City Entertainment Group: Australian Acquisition on the Cards?
Sky City Entertainment Group Ltd: 2010 Full Year Profit Analysis
Sky City Entertainment Group 2010 Full Year Profit Preview
Chart of the Week: Sky City Entertainment Group Ltd
Share Investor discusses Convention Centre proposal with CEO Nigel Morrison
Share Investor Q & A: Sky City CEO, Nigel Morrison
Sky City Entertainment: CEO Nigel Morrison discusses 2010 HY
Sky City Convention Centre Expansion a Money Loser: Part Two
Sky City Convention Centre Expansion a Money loser



Discuss SKC @ Share Investor Forum





Shareinvestor 2019







Thursday, January 10, 2019

Hallenstein Glasson: Buy




Well I've come from my holidays with an overwhelming sense of wanting to spend some money on something.

Primarily because its been a rather good Christmas and things are looking up for the New Year.

What am I looking at?  

Hallenstein Glasson.

Its currently trading at $4.20c but was trading at $6.30c in Sept of last year.

Currently its is trading on a healthy 10% + yield and is currently got a P.E. Ratio of 9.15%.

The company also has no debt and millions in the bank.

As far as the market is concerned nothing has changed... the market thinks it has changed though.

What has changed? 

Well the market has gotten nervous over Trump.

Nothing to see here.

The US/NZ $ has changed? 

Not really, they have fixed their currencies for some time. That will probably happen towards the end of the year.

The only change have been indications that sales could be down.

Nothing from the heads of Hallenstein Glasson until latter on this month or next (nobody knows).

So if you've got a spare few shekels left after Christmas you could be in for a bright spot latter on this month or next if you plunk them down now.

You could get this one for under 4 bucks.

DYOR.



Hallenstein Glasson @ Share Investor

Hallenstein Glasson: What Do I Do?
Hallenstein Glasson: Sold By Days End?

Share Price Alert: Hallenstein Glasson Holdings Ltd 3
Share Price Alert: Hallenstein Glasson Holdings Ltd 2
Share Price Alert: Hallenstein Glasson Holdings Ltd
Hallenstein Glassons Ltd: Should I stay or should I Go?
Mixed Retail Outlook
Long Term View: Hallenstein Glasson Holdings Ltd
The History Of: Hallenstein Glasson Holdings Ltd
Hallenstein Guidance not indicative of wider retail recovery
Stock of the Week: Hallenstein Glasson
Hallenstein Glasson Australian expansion needs expert execution
Why did you buy that stock? [Hallenstein Glasson]

Discuss HLG @ Share Investor Group 




Share Investor 2019





Wednesday, December 12, 2018

Share Investor's 2019 Stock Picks

Halle Berry<br>2018 Vanity Fair Oscar Party - Arrivals


Helping me out for next years stock picks is once again Halle Berry.

Its been a volatile year, my picks for the DOW and NZX are off by 5000 odd points for the DOW and almost 2000 odd points for the NZX. Not good at all.


Its been a year when the Share Investor Portfolio stood its ground, shot up to record highs and then foundered off to where it is today.


Nothing has changed.


We have no reason to sway from the 9 stocks in the portfolio.


In fact this author will be looking at increasing his stakes in all the stocks should they come down in price to an acceptable level.


So without further ado I will briefly list my stocks and the reasons why they should be picked for another year.




Sky City Entertainment Ltd


Sky City Entertainment Group Ltd is starting took look like a steal right now.

At present it is trading at $3.45.


Its presently looking at building up quality assets and ditching under-performing ones.


The payoff will be in the 2020-21 financial year.


Im hoping to get in again at $3.00 and under.




Mainfreight Ltd


Mainfreight Ltd is a company that has been on a roll during this year.

A positive one that led to a record profit reported on Nov 14

It is starting to lift in all areas in NZ and overseas.

Next year should cement their aim of being the biggest and the best listed company on the NZX.



Fisher & Paykel Healthcare 

After climbing to about $16.40c a couple of months ago this stock is currently trading at $12.50c so currently looks out of favour with the market.

So it could continue down.

It still has issues surrounding it such as legal action against/by itself and Resmed so some of that could be swirling around it.

My favourite stock.


Contact Energy Ltd

Contact Energy is going to have a giveaway in the 2019 year.

They are set to increase dividend payments by 15 - 25% depending on results.

The Feb 2019 result is tipped to look good because of the vagaries of the market setting records for the amount paid to wholesalers like Contact.


Auckland Airport Ltd

Auckland Airport Ltd will slow growth over the 2019 year but grow it will. 

It is this country's only Airport - of significance - and it will double its growth over the next 10 - 15 years. From the current 20m to over 40m passengers.

It is being battled currently by charges from the current Govt that it is overcharging for its facilities but i'm aware that what is going on behind the scenes will put that to bed. 

You might be able to get this one under 7 bucks, its been there before this year and I have no doubt it will fly under the radar at least once.


Ryman Healthcare 

Ryman Healthcare is my second favourite stock. 

Mainly because of the returns.

They are good.

AND they will continue again in 2019.

There's not much else to say expect them to grow again, in Australia and New Zealand.

And watch, this little puppy seems to be going out of fashion again.

You could perhaps get this one for below 10 bucks in 2019


Arivda

This one was bought for the long term. Like the one above, I've held Ryman for 13 years and I plan to hold this one forever.

Looks good, it is actually paying more than Ryman but you can get it cheaper.

Id stick my neck out and say you could get it for $1 - 1.10c. Its currently trading at $1.30c.


Hallensteins Glassons

Looking good at the moment just posted a quiet sort of 2018 meeting

Its currently trading at $4.20c so that is over a 10% annual return.

Its subject to ups and downs, currently down, for some reason.

Its open to wild swings of share price because there is a lot held back 'cause insiders hold  a lot of stock.

This stock isn't for everyone but it is for me because its provides income

The company has no debt and millions in the bank.


Conclusion

In a year of change next year - and what year isn't - you should be looking for stocks that you have researched. They maybe different stocks to the ones that I hold - hope you can share with me what you have researched.

The above are my stocks.

How will they perform next year?  I have a good idea that they will perform with small increases in some and big increases in others, FPH and MFT are 2 of the latter.

When i say perform i'm talking about profit results, they will not necessarily equate with the share price and that's were you make your money.

If the share price is being affected by outside influences, like people or brokers not interested in buying the stock then that is the time you swoop in.

Lets see what 2019 will bring.

Together. 





Share Investor's Annual Stock Picks

Share Investor's 2018 Stock Picks
Share Investor's 2017 Stock Picks

Share Investor's 2014 Stock Picks
Share Investor's 2013 Stock Picks
Share Investor's 2012 Stock Picks 
Share Investor's 2011 Stock Picks
Share Investor's 2010 Stock Picks
Share Investor's 2009 Stock Picks
Share Investor's 2008 Stock Picks



Broker Picks

Brokers 2014 Stock Picks
Brokers 2013 Stock Picks
Brokers 2012 Stock Picks
Brokers 2011 Stock Picks






Share Investor  2018








Saturday, December 1, 2018

Fisher & Paykel Healthcare: A Chance to get this Relatively Cheap




Fisher & Paykel Healthcare Ltd [FPH.NZX] share price has gone off the boil over the last few months. Down from a high of $16.50c to $13.20c on quite a bit of turnover yesterday.

To be fair even at $13.20c its still a bit expensive.

But is still considerably cheaper than at its highs - a full 20% cheaper.

Granted this share could/will come down in price further if there's anything significant that happens in the market.

This week it's profits were up and future profits look excellent.

I don't think you want to wait for as long as I did but you may want to wait a bit to plunge on in.

Remember it ain't a fire sale anymore - not in GFC territory - so your not going to get the bargains that i and many other people got BUT you may get the share for less than what it is selling for today.

Ill leave that up to you to decide. 





Fisher & Paykel Healthcare @ Share Investor

Fisher & Paykel Healthcare Ltd: Where is it Going?
Fisher & Paykel Healthcare Ltd:  Should I Buy Now?
Fisher & Paykel Healthcare Ltd: The Time to Buy
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 tale

Why did you buy that stock? [Fisher & Paykel Healthcare]
Drinking and Trading
Share Investor's 2008 stock picks
Share Investor's 2009 stock picks
Fisher & Paykel: A tale of two companies
FPH downgrade masks good performance



Discuss Fisher & Paykel Healthcare @ Share Investor 



 














Thursday, November 29, 2018

Tuesday, November 27, 2018