Long Term View: Wakefield Health 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.

Wakefield Health Ltd [WFD.NZ] has been a good investment for shareholders since its September 2001 listing at $2.50c per share. With $1.24c in net dividends and 30% more in tax credits (see chart above)gives WFD an 230% 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 10 year listing of WFD an annual net return of 23 %.

This is approximately a 400% better return when compared to the average of all NZX indexes.



Long Term View Series

Auckland International Airport
Air New Zealand
AMP 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 @ Share Investor

Discuss WFD @ Share Investor Forum
Download WFD Company Reports


Recommended Amazon Reading


The Intelligent Investor: The Definitive Book on Value Investing. A Book of Practical Counsel (Revised Edition) by Benjamin Graham
Buy new: $14.95 / Used from: $7.50
Usually ships in 24 hours

Buy The Intelligent Investor & more @ Fishpond.co.nz




c Share Investor 2010

Chart of the Day: Rakon Ltd

Rakon Ltd [RAK.NZ] used to be the darling of the market but has had a tough last couple of years.

After reaching a high of over $5.50 in 2007 and a low of not much over 60c in early 2009 the share price has marked ground since then.

Only after recent signs of expansion in the sector that the company operates has the stock taken off. In the last 2 weeks alone the stock has put on around 15%.

The economy and the business that Rakon operates in still hasn't recovered to a sustainable level and the share price could be moving prematurely.

Their Full Year profit to 31 March 2010 was an improvement on the previous year but still a far cry from its profit in earlier years.

Lock in profits if you are a short term investor and look for dips in share price if you are a Rakon follower and want some shares for your long term portfolio.


Chart of the Day @ Share Investor

Kathmandu Holdings Ltd


Rakon Ltd @ Share Investor

Discuss RAK @ Share Investor Forum
Download RAK Company Reports


From Fishpond.co.nz



Buy Bird on a Wire: The Inside Story from a Straight Talking CEO & more @ Fishpond.co.nz




c Share Investor 2010

Long Term View: Mowbray Collectables 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.

Mowbray Collectables Ltd [MOW.NZ] has been on a roller-coaster in terms of stock prices and results since its April 2000 listing at 50c per share. With 18c in net dividends and 30% more in tax credits, plus a 11:10 share split in 2006 (see chart above)gives MOW an 83% 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 10 year listing of MOW an annual net return of 8.3 %.

This is approximately a 10% better return when compared to the average of all NZX indexes.





Long Term View Series

Auckland International Airport
Air New Zealand
AMP 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


Discuss MOW @ Share Investor Forum
Download MOW Company Reports


Recommended Amazon Reading


The Intelligent Investor: The Definitive Book on Value Investing. A Book of Practical Counsel (Revised Edition) by Benjamin Graham
Buy new: $14.95 / Used from: $7.50
Usually ships in 24 hours

Buy The Intelligent Investor & more @ Fishpond.co.nz




c Share Investor 2010

Stock of the Week - Reprise 3: Contact Energy Ltd

As you can see from the one year Contact Energy Ltd [CEN.NZ] chart the stock price is hitting support levels seen three subsequent times before over the year and at an open market price today of $5.66 is close to its 52 week low of $5.61. I last pointed this out in February 2010, then November 2009 and previous to that in June of the same year and 2 other times 1, 2 during 2009.

This support around this price has been vindicated for buyers at these levels as the stock price has gained significantly the previous 3 times, in one case by almost $1 per share.

If you are after a good long-term investment now could be the time to buy and of course short term investors will be having a ball with this stock.

With June operational data showing poor prices received by CEN for power generation further share price pressure could be on the cards with the prospect of impacts on the coming profit result. This is somewhat offset by a small increase in customer numbers, significant for the company as they have been losing customers over the last year or so.

Buy on further weakness.


Contact Energy @ Share Investor

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 Forum - Register free

Download CEN Company Reports

Stock of the Week Series

Delegats Group Ltd
Reprise 2 : Contact Energy Ltd
Reprise: Contact Energy Ltd
Restaurant Brands
NZ Refining
Ryman Healthcare
Mainfreight Ltd
Fisher & Paykel Healthcare
Xero Ltd
Auckland International Airport
Sky City Entertainment Group
Burger Fuel Worldwide
Michael Hill International
Contact Energy Ltd
The Warehouse Group
Fisher & Paykel Appliances

From Fishpond.co.nz



Buy Bird on a Wire: The Inside Story from a Straight Talking CEO & more @ Fishpond.co.nz




c Share Investor 2010