Share Price Alert: Steel & Tube Ltd

Give to those affected by the Christchurch Quake here

Like Fletcher Building Ltd [FBU.NZX] Steel & Tube Ltd [STU.NZX] share price has been swept away by speculation over how much revenue the company will gain in the rebuilding of Christchurch after the February 22 Earthquake.

Since February 22 STU shares have put on 29c or around 13% to close at $2.54 last Friday. This is after gaining a similar percentage in share price since a late November 2010 price of $2.05c.

I see the worst of STU being behind it after a deep building recession and the Christchurch rebuilding will have a substantial positive material impact on revenue and profit from early 2012 through the next 5 years as the city is slowly reconstructed.

STU shares have come off recent highs of $2.65 and any further weakness should see medium to long term investors ready with their cash management accounts topped up and ready to go.

Buy on any weakness.


Disc I own FBU & STU share in the Share Investor Portfolio.


Share Price Alert

Contact Energy Ltd
New Zealand Stock Exchange Ltd
Mainfreight Ltd
The Warehouse Group Ltd
Pumpkin Patch Ltd
Hallenstein Glasson Holdings Ltd
Fletcher Building Ltd
Restaurant Brands Ltd
Mainfreight Ltd
Tourism Holdings
Goodman Fielder Ltd
Pumpkin Patch Ltd
Hallenstein Glasson Holdings Ltd
NZ Refining Ltd
Freightways Ltd
Xero Ltd


Steel & Tube @ Share Investor

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Discuss STU @ Share Investor Forum
Download STU Company Reports

From Fishpond.co.nz



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




c Share Investor 2011

Share Price Alert: Contact Energy Ltd

Contact Energy Ltd [CEN.NZX] has come back into play over the last week as it share price dips below 6 bucks (see 2 year chart above) for the eighth time in the last two years.

These dips have always been followed by rallies typically close to $6.50 and then another retreat.

With a 2011 half year pretty much level with the 2010 result and traditionally Winter being a much better revenue and profit earner than Summer, there is scope again for short to medium term investors to make some quick money.

Look for a pull back towards $5.50 but start taking serious interest below $5.80 to make an easy 50c per share on the upside.

Long term investors who want this in their portfolio should also look at buying at these levels and they will lock in a good profit earner below 6 bucks.

Buy on further weakness.


Share Price Alert

New Zealand Stock Exchange Ltd
Mainfreight Ltd
The Warehouse Group Ltd
Pumpkin Patch Ltd
Hallenstein Glasson Holdings Ltd
Fletcher Building Ltd
Restaurant Brands Ltd
Mainfreight Ltd
Tourism Holdings
Goodman Fielder Ltd
Pumpkin Patch Ltd
Hallenstein Glasson Holdings Ltd
NZ Refining Ltd
Freightways Ltd
Xero Ltd


Contact Energy @ Share Investor

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Follow the Monopoly Board

Discuss this stock at Share Investor Forum - Register free
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The Warren Buffett Way by Robert G. Hagstrom Buy new: $19.54 / Used from: $12.94 Usually ships in 24 hours

c Share Investor 2011

Lazy, Dangerous, Sunday Afternoon

There is a playground (more like an assault course really)we took our 20 month old girl to over last weekend that is in the mold of the playgrounds of old.

There is the slightest bit of danger present if you put a foot wrong or are too silly.

For the PC :

There is a BIG climbing structure made from rope, yes rope!

There is a water feature there that kids can participate in, yes water!

One set of swings is a massive pair that swings out over a sharply receding bank that if you get enough height your body wants to lift off and keep going at the top. Let go and you will be airboure 5 metres into the air!

Even the steps running down to the ground have to be carefully negotiated or you will tumble down a bank.

I remember a merry go round type thing in my old playground that you could spin around yourself to maximum revs (as fast as YOU could go) and if you got off too soon or someone got on with the wrong footing blood and guts would be the outcome.

This new playground is one of those! Even I am scared of the swing and was laughing like a kid using it.

Oh yeah, my girl didn't drown, hang herself or get launched into space because I was there to supervise - mental note how come my parents let us do all of this relatively unsupervised?

Kids learn alot from this sort of play. They learn about risk, adventure, discipline, boundaries and the possibilities they might bring latter on in life.

I think at least 50% of my fun was about how this thing was built in the first place considering the bubble wrapping most of us have been subject to, especially our kids.

Humans need danger to survive, especially children, so they can understand what that word means and that life is chock full of risks.

No I am not going to tell you where it is because seriously if one of you PC lot here about this, you would want to close it down.

Mental note 2: There are also trees you can climb at the bottom of the playground, BIG trees !

What a great 30 mins on a lazy Sunday that was :)

Buy Toughen Up: What I've Learned About Surviving Tough Times



Toughen Up - Fishpond.co.nz


c Darren Rickard 2011

Share Investor Portfolio: Value @ 14 March 2011

The Share Investor Portfolio rose again in the second week of March. The portfolio was up 1.23% or $2827.26 on the March 8 update . For the first 10 weeks of 2011 the portfolio has increased by 5.75% or $14411.87. This weeks rise was due, primarily, to MFT adding 76c on the back of the purchase of European logistics operator Wim Bosman Group and the WHS after their profit result.

There have also been 2 profit results (1, 2 )that has added cash dividends to the portfolio

The total of unspent dividends and interest in the bank from the 2010 - 2011 earnings years is $23339.21 at close of reporting season for 2010 and partway through the 2011 year. There are also approx $50000.00 in tax credits earned from the portfolio since it began in late 2002.

Share Investor Portfolio as at 17:30:00, Friday 11 March, 2011 (NZDT)

Stock	Quantity	Cost price	Total cost	Market price	Market value	Change	%
AIA	2,000	$1.700	$3,400.00	$2.210	$4,420.00	$1,020.00	30.00%
AIA	2,000	$1.510	$3,020.00	$2.210	$4,420.00	$1,400.00	46.36%
AIA	558	$0.000	$0.00	$2.210	$1,233.18	$1,233.18
AIA	754	$2.150	$1,621.10	$2.210	$1,666.34	$45.24	2.79%
ASBPB	3,027	$0.000	$0.00	$0.690	$2,088.63	$2,088.63
ASBPB	6,973	$1.000	$6,973.00	$0.690	$4,811.37	$2,161.63	31.00%
BGR	619	$0.000	$0.00	$1.400	$866.60	$866.60
BGR	2,381	$0.990	$2,357.19	$1.400	$3,333.40	$976.21	41.41%
FBU	284	$0.000	$0.00	$8.790	$2,496.36	$2,496.36
FBU	830	$9.750	$8,092.50	$8.790	$7,295.70	$796.80	9.85%
FPH	3,000	$2.350	$7,050.00	$2.980	$8,940.00	$1,890.00	26.81%
FPH	541	$0.000	$0.00	$2.980	$1,612.18	$1,612.18
FPH	1,459	$3.720	$5,427.48	$2.980	$4,347.82	$1,079.66	19.89%
FRE	2,054	$0.000	$0.00	$3.120	$6,408.48	$6,408.48
FRE	6,577	$3.630	$23,874.51	$3.120	$20,520.24	$3,354.27	14.05%
GFF	586	$0.000	$0.00	$1.570	$920.02	$920.02
GFF	1,414	$2.330	$3,294.62	$1.570	$2,219.98	$1,074.64	32.62%
HLG	244	$0.000	$0.00	$3.620	$883.28	$883.28
HLG	756	$2.530	$1,912.68	$3.620	$2,736.72	$824.04	43.08%
KIP	190	$0.000	$0.00	$0.995	$189.05	$189.05
KIP	810	$1.480	$1,198.80	$0.995	$805.95	$392.85	32.77%
MFT	1,000	$7.960	$7,960.00	$8.820	$8,820.00	$860.00	10.80%
MFT	1,838	$8.000	$14,704.00	$8.820	$16,211.16	$1,507.16	10.25%
MFT	657	$0.000	$0.00	$8.820	$5,794.74	$5,794.74
MFT	1,505	$4.200	$6,321.00	$8.820	$13,274.10	$6,953.10	110.00%
MHI	1,646	$0.860	$1,415.56	$0.870	$1,432.02	$16.46	1.16%
MHI	7,000	$0.630	$4,410.00	$0.870	$6,090.00	$1,680.00	38.10%
MHI	494	$1.050	$518.70	$0.870	$429.78	$88.92	17.14%
MHI	860	$0.000	$0.00	$0.870	$748.20	$748.20
PPG	31	$0.000	$0.00	$0.250	$7.75	$7.75
PPG	1,500	$0.440	$660.00	$0.250	$375.00	$285.00	43.18%
PPG	1,004	$0.800	$803.20	$0.250	$251.00	$552.20	68.75%
PPL	1,000	$3.090	$3,090.00	$1.270	$1,270.00	$1,820.00	58.90%
PPL	1,000	$2.870	$2,870.00	$1.270	$1,270.00	$1,600.00	55.75%
PPL	939	$4.200	$3,943.80	$1.270	$1,192.53	$2,751.27	69.76%
PPL	975	$0.000	$0.00	$1.270	$1,238.25	$1,238.25
PPL	1,086	$1.530	$1,661.58	$1.270	$1,379.22	$282.36	16.99%
RYM	459	$0.000	$0.00	$2.350	$1,078.65	$1,078.65
RYM	4,586	$1.970	$9,034.42	$2.350	$10,777.10	$1,742.68	19.29%
SKC	5,750	$7.430	$42,722.50	$3.390	$19,492.50	$23,230.00	54.37%
SKC	1,000	$7.600	$7,600.00	$3.390	$3,390.00	$4,210.00	55.39%
SKC	2,750	$7.700	$21,175.00	$3.390	$9,322.50	$11,852.50	55.97%
SKC	1,431	$8.750	$12,521.25	$3.390	$4,851.09	$7,670.16	61.26%
SKC	272	$4.720	$1,283.84	$3.390	$922.08	$361.76	28.18%
SKC	25,712	$0.000	$0.00	$3.390	$87,163.68	$87,163.68
STU	78	$0.000	$0.00	$2.540	$198.12	$198.12
STU	303	$4.740	$1,436.22	$2.540	$769.62	$666.60	46.41%
WHS	4,500	$3.730	$16,785.00	$3.450	$15,525.00	$1,260.00	7.51%
WHS	6,979	$6.000	$41,874.00	$3.450	$24,077.55	$17,796.45	42.50%
WHS	15	$3.710	$55.65	$3.450	$51.75	$3.90	7.01%
WHS	3,506	$0.000	$0.00	$3.450	$12,095.70	$12,095.70

22.37%

	Total cost	Market value	Change
	$271,067.60	$331,714.39	$60,646.79

Share Investor Portfolio @ Share Investor

Share Investor Portfolio: Value @ 8 March 2011
Share Investor Portfolio: Value @ 28 February 2011
Share Investor Portfolio: Value @ 21 February 2011
Share Investor Portfolio: Value @ 14 February 2011
Share Investor Portfolio: Value @ 7 February 2011
Share Investor Portfolio: Value @ 31 January 2011
Share Investor Portfolio: Value @ 24 January 2011
Share Investor Portfolio: Value @ 17 January 2011
Share Investor Portfolio: Value @ 10 January 2011
Share Investor Portfolio: Value @ 3 January 2011
Share Investor Portfolio: Value @ 27 December 2010
Share Investor Portfolio: Value @ 20 December 2010
Share Investor Portfolio: Value @ 13 December 2010
Share Investor Portfolio: Value @ 6 December 2010
Share Investor Portfolio: Value @ 29 November 2010
Share Investor Portfolio: Value @ 22 November 2010
Share Investor Portfolio: Value @ 15 November 2010
Share Investor Portfolio: Value @ 8 November 2010
Share Investor Portfolio: Value @ 1 November 2010
Share Investor Portfolio: Value @ 25 October 2010
Share Investor Portfolio: Value @ 18 October 2010
Share Investor Portfolio: Value @ 11 October 2010
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c Share Investor 2011