Sunday, August 8, 2010

VIDEO: Don Braid with Paul Holmes on the Economy

Image result for don braid

Q&A Interview

Paul Holmes discusses the economy with Mainfreight Ltd [MFT.NZ] managing director Don Braid,

Far North Mayor Wayne Brown and Economist Shamabil Yarkob today on Q & A.

Focus on what Don Braid says about the economy. His experience is that it is growing from exporting and his own company has grown in the last quarter, mainly from poaching market share off competitors.

He emphasizes that businesses that are surviving the current recession have done so by cutting back business fat: employees, removing poor business practices, economising where possible and that growth for New Zealand is going to be long and hard - something I have been saying for the last two years.

Don quoted this statistic:

From 2004 - 2010 the Public Admin and safety sector increased employment by 20% while the manufacturing, transport and warehousing sector dropped by the same amount.

Too many bureaucrats got us into this recession in the first place and we need to strangle off the clipboard carriers so we can grow businesses and the economy.

I interviewed Don late last year and he is very forthright and straight up with his answers. No bullshit and no bluster.

His take on the economy now and over the coming years I believe is an accurate place on where we are at present.


Disclosure I own MFT shares in the Share Investor Portfolio



Mainfreight @ Share Investor


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 @ Share Investor Forum




c Share Investor 2010




Ryman Healthcare: Government Tax & Depreciation Changes Impact

Not released to the market as yet so exclusive Share Investor Blog, are the following impacts on Ryman Healthcare Ltd [RYM.NZ] from recent changes by the government on the corporate tax rate and depreciation rates on commercial buildings as disclosed in an upcoming Share Investor Q & A with Ryman CFO Gordon MacLeod.

Interview Extract:

SI - How much impact will the recent Government tax changes on building depreciation affect Ryman and will the lower corporate tax rate ameliorate the situation if the company has been impacted?

GM - At this early stage we estimate that we will lose tax depreciation on buildings of $9m to $10m. Shareholders currently pay tax at 33% on our dividends, so they will start to receive the benefit of imputation credits once tax losses accumulated during our investment / growth phase have been utilised over the next 2 to 3 years.

At first glance, like other listed NZX companies the impact on changes from these changes will be largely a balance sheet entry with little material impact on the company and therefore Ryman shareholders.

You can read the extensive and exclusive interview with Gordon Monday morning, August 9.


Share Investor Q & As

Ryman Healthcare's CFO Gordon MacLeod
Ecoya's Geoff Ross
Xero's Rod Drury
Mainfreight MD Don Braid
Burger Fuel Director Josef Roberts
Sky City CEO, Nigel Morrison
Sky City Entertainment: CEO Nigel Morrison discusses 2010 HY
Convention Centre proposal interview with Sky City CEO Nigel Morrison


Ryman Healthcare @ Share Investor

Ryman Healthcare: Interview sneak peak
Ryman Healthcare Ltd: Australian Expansion Needs Care
Share Investor Q & A: Reader Questions to Ryman CFO Gordon Macleod
Long Term View: Ryman Healthcare Ltd
Stock of the Week: Ryman Healthcare Ltd
Why did you buy that stock? [Ryman Healthcare]
Long VS Short: Ryman Healthcare Ltd
Time for retirement?

Discuss RYM @ Share Investor Forum

Download RYM Company Reports

From Fishpond.co.nz

Every Bastard Says No: The 42 Below Story

Buy Every Bastard Says No - The 42 Below Story, by Geoff Ross & Justine Troy & more @ Fishpond.co.nz

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c Share Investor 2010

Saturday, August 7, 2010

NZX Company Reports

Download NZX company reports @ Share Investor Forum.

94 NZX listed New Zealand companies have a full list of available company Annual Reports for download and it is free and easy to do so.

From Abano Healthcare to Zintel Group Ltd and everything else in between, there are all available Annual Reports, some interim and even prospectus where available.

If you are after additional reports that you cant find or have some to fill in the gaps please contact Darren here, or leave a link of message here at the bottom of this post.


Related

Download NZX company reports
Discuss NZX listed companies
www.shareinvestor.co.nz


From Fishpond.co.nz
Every Bastard Says No: The 42 Below Story

Buy Every Bastard Says No - The 42 Below Story, by Geoff Ross & Justine Troy & more @ Fishpond.co.nz

Fishpond


c Share Investor 2010

Ryman Healthcare: Interview sneak peak

The Ryman Healthcare Ltd [RYM.NZ] Share Investor Q & A is running a little late and will be ready Monday morning. It is quite an extensive interview with Ryman CFO Gordon MacLeod and will cover the usual topics the Share Investor Q & A's do (see links below for additional interviews) with some company specific information.

I originally asked a question about the possibility of Ryman expanding into Australia before the news was made public earlier this week that they were going to do just that and here is an extract from that part of the Q & A just to get to salivating for the full run down on Monday.

SI- How long will the first village be assessed before expanding further?

GM – We will carefully assess the entire Australian experience, from land acquisition to consenting to constructing, sell down and operations. During the initial sell down phase of the first stages we will get a good feel for how we are going. We have strict business case criteria for capital pay back of a village and we will set the same criteria as we do in NZ for whether the opportunity stacks up.

Gordon's answers expand on the NZX release from the company on Tuesday and he gives an insight in the Q & A about expansion into the OZ market and what might make his company successful when so many Kiwi companies have failed there in the past.

So come and read the full interview Monday morning at Share Investor Blog.

Disclosure: I own RYM shares in the Share Investor Portfolio


Share Investor Q & As

Ryman Healthcare's CFO Gordon MacLeod
Ecoya's Geoff Ross
Xero's Rod Drury
Mainfreight MD Don Braid
Burger Fuel Director Josef Roberts
Sky City CEO, Nigel Morrison
Sky City Entertainment: CEO Nigel Morrison discusses 2010 HY
Convention Centre proposal interview with Sky City CEO Nigel Morrison


Ryman Healthcare @ Share Investor

Share Investor Q & A: Ryman Healthcare's CFO Gordon MacLeod
Ryman Healthcare Ltd: Australian Expansion Needs Care
Share Investor Q & A: Reader Questions to Ryman CFO Gordon Macleod
Long Term View: Ryman Healthcare Ltd
Stock of the Week: Ryman Healthcare Ltd
Why did you buy that stock? [Ryman Healthcare]
Long VS Short: Ryman Healthcare Ltd
Time for retirement?

Discuss RYM @ Share Investor Forum

Download RYM Company Reports

From Fishpond.co.nz

Every Bastard Says No: The 42 Below Story

Buy Every Bastard Says No - The 42 Below Story, by Geoff Ross & Justine Troy & more @ Fishpond.co.nz

Fishpond


c Share Investor 2010