Share Investor

Monday, April 11, 2011

Share Investor Portfolio: Value @ 8 April 2011

The Share Investor Portfolio was up marginally in the first full week of April. The portfolio was up by 0.23% or $648.36 on the April 1 update . For the first 14 weeks of 2011 the portfolio has increased by 8.21% or $21048.99 . This weeks rise was due, primarily, to a 38c rise in MFT, and smaller rises in RYM and FRE . Most of the remaining stocks were down marginally.

The total of unspent dividends and interest in the bank from the 2010 - 2011 earnings years is $23479.21 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 08 April, 2011 (NZT)

Stock

Quantity

Cost price

Total cost

Market price

Market value

Change

AIA

2,000

$1.700

$3,400.00

$2.185

$4,370.00

$970.00

28.53%

AIA

2,000

$1.510

$3,020.00

$2.185

$4,370.00

$1,350.00

44.70%

AIA

558

$0.000

$0.00

$2.185

$1,219.23

AIA

754

$2.150

$1,621.10

$2.185

$1,647.49

$26.39

1.63%

ASBPB

3,027

$0.000

$0.00

$0.675

$2,043.23

ASBPB

6,973

$1.000

$6,973.00

$0.675

$4,706.78

$2,266.23

32.50%

BGR

619

$0.000

$0.00

$1.400

$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

$9.370

$2,661.08

FBU

830

$9.750

$8,092.50

$9.370

$7,777.10

$315.40

3.90%

FPH

3,000

$2.350

$7,050.00

$3.060

$9,180.00

$2,130.00

30.21%

FPH

541

$0.000

$0.00

$3.060

$1,655.46

FPH

1,459

$3.720

$5,427.48

$3.060

$4,464.54

$962.94

17.74%

FRE

2,054

$0.000

$0.00

$3.270

$6,716.58

FRE

6,577

$3.630

$23,874.51

$3.270

$21,506.79

$2,367.72

9.92%

GFF

586

$0.000

$0.00

$1.650

$966.90

GFF

1,414

$2.330

$3,294.62

$1.650

$2,333.10

$961.52

29.18%

HLG

299

$0.000

$0.00

$3.700

$1,106.30

HLG

701

$2.530

$1,773.53

$3.700

$2,593.70

$820.17

46.25%

KIP

190

$0.000

$0.00

$1.000

$190.00

KIP

810

$1.480

$1,198.80

$1.000

$810.00

$388.80

32.43%

MFT

1,000

$7.960

$7,960.00

$9.330

$9,330.00

$1,370.00

17.21%

MFT

1,838

$8.000

$14,704.00

$9.330

$17,148.54

$2,444.54

16.63%

MFT

657

$0.000

$0.00

$9.330

$6,129.81

MFT

1,505

$4.200

$6,321.00

$9.330

$14,041.65

$7,720.65

122.14%

MHI

1,646

$0.860

$1,415.56

$0.880

$1,448.48

$32.92

2.33%

MHI

7,000

$0.630

$4,410.00

$0.880

$6,160.00

$1,750.00

39.68%

MHI

494

$1.050

$518.70

$0.880

$434.72

$83.98

16.19%

MHI

860

$0.000

$0.00

$0.880

$756.80

PPG

$0.000

$0.00

$0.240

$7.44

PPG

1,500

$0.440

$660.00

$0.240

$360.00

$300.00

45.45%

PPG

1,004

$0.800

$803.20

$0.240

$240.96

$562.24

70.00%

PPL

1,000

$3.090

$3,090.00

$1.290

$1,290.00

$1,800.00

58.25%

PPL

1,000

$2.870

$2,870.00

$1.290

$1,290.00

$1,580.00

55.05%

PPL

939

$4.200

$3,943.80

$1.290

$1,211.31

$2,732.49

69.29%

PPL

975

$0.000

$0.00

$1.290

$1,257.75

PPL

1,086

$1.530

$1,661.58

$1.290

$1,400.94

$260.64

15.69%

RYM

459

$0.000

$0.00

$2.480

$1,138.32

RYM

4,586

$1.970

$9,034.42

$2.480

$11,373.28

$2,338.86

25.89%

SKC

5,750

$7.430

$42,722.50

$3.410

$19,607.50

$23,115.00

54.10%

SKC

1,000

$7.600

$7,600.00

$3.410

$3,410.00

$4,190.00

55.13%

SKC

2,750

$7.700

$21,175.00

$3.410

$9,377.50

$11,797.50

55.71%

SKC

1,431

$8.750

$12,521.25

$3.410

$4,879.71

$7,641.54

61.03%

SKC

272

$4.720

$1,283.84

$3.410

$927.52

$356.32

27.75%

SKC

25,712

$0.000

$0.00

$3.410

$87,677.92

STU

$0.000

$0.00

$2.740

$213.72

STU

303

$4.740

$1,436.22

$2.740

$830.22

$606.00

42.19%

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

$3.710

$55.65

$3.450

$51.75

$3.90

7.01%

WHS

3,506

$0.000

$0.00

$3.450

$12,095.70

24.83%

	Total cost	Market value	Change
	$270,928.45	$338,212.36	$67,283.91

The Intelligent Investor: The Definitive Book on Value Investing. A Book of Practical Counsel (Revised Edition) by Benjamin Graham
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Security Analysis: The Classic 1934 Edition by GRAHAM
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c Share Investor 2011

Wednesday, April 6, 2011

Share Price Alert: Charlies Group Ltd

Charlies Group Ltd [CHA.NZX]hasn't been a favourite of mine since listing around 6 years ago. I have been critical of its money losing history.

They have thus far churned through millions of dollars of shareholder cash growing the business but have achieved a major turnaround into profit over the last year or so with their latest profit result showing good revenue growth on last year and a better profit result to boot.

They have scored some big contracts over the last 6 months with their product going into 750 Coles stores late last year and today announcing some of their range will be sitting in Woolworths supermarket shelves in Australia.

What can I say. I am impressed by the turnaround and I was wrong. It pains me to say that.

The news in October 2010 sent the stock up over 40% in a few days, (see 1 year chart above) from 11c to 16c and rose to around 22c in February where it has been trading between 20-22c since then. This rise in share price has been characterized by low trading volumes, with the notable exception of a big trading spike in late November, early December 2010 when CHA shares moved from 14c to 19c.

Today's news has sent shares up 4c or over 18% to close at 26c today. This beats a previous all-time high of 25c reached in early 2007. (see 5 year chart below)

Keep in mind that this stock has risen from 8-9c levels from a year ago, so its rise to 26c at close of business yesterday is a spectacular rise of approx 180% in less than a year.

If the company is able to get the same sort of leverage in sales that they have from their Coles deal, that reflected so well in their latest result, then the Woolies deal will probably see them power ahead in terms of increased revenue and hopefully profit in the subsequent two reporting periods.

If you have been looking to buy you may want to consider getting in before eager investors like me snap up shares or hold back for some bad news or overall market weakness.

It looks like this company might be a good long term investment after all.

About Charlie’s - From Charlies PR

Charlie’s Group Limited is a New Zealand owned company listed on the New Zealand Stock Exchange and operating principally in the Australasian market. The company manufactures and markets a range of ‘not from concentrate’ fruit juices as well as smoothies and organic beverages. Principal brands are Charlie’s and Phoenix Organics. The business was established by friends Stefan Lepionka (CEO), Marc Ellis (director) and Simon Neal (distribution manager) in 1999 and floated on the New Zealand Stock Exchange in July 2005. Charlie’s operates in New Zealand and Australia and exports to territories in Asia, the Pacific, the Middle East and the Indian sub-continent.

Share Price Alert

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Charlies Group @ Share Investor

Share Investor Q & A: Charlies Group CEO Stefan Lepionka
Chart of the Day: Charlies Group Ltd
Charlies Group: A Triumph of Style over Substance
Charlies juicing through Shareholder cash

Discuss CHA @ Share Investor Forum
Download CHA 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 2011

Monday, April 4, 2011

Share Investor Portfolio: Value @ 1 April 2011

The Share Investor Portfolio was up strongly in the last week of March/early April. The portfolio was up by 2.38% or $6421.86 on the March 28 update . For the first 13 weeks of 2011 the portfolio has increased by 7.98% or $20400.63 . This weeks rise was due, primarily, to a 8c rise in SKC, 21c rise in MFT and an 8c rise in WHS, with a wide range of other smaller variations up and down across the portfolio.

Share Investor Portfolio as at 17:30:00, Friday 01 April, 2011 (NZDT)

Stock

Quantity

Cost price

Total cost

Market price

Market value

Change

AIA

2,000

$1.700

$3,400.00

$2.225

$4,450.00

$1,050.00

30.88%

AIA

2,000

$1.510

$3,020.00

$2.225

$4,450.00

$1,430.00

47.35%

AIA

558

$0.000

$0.00

$2.225

$1,241.55

AIA

754

$2.150

$1,621.10

$2.225

$1,677.65

$56.55

3.49%

ASBPB

3,027

$0.000

$0.00

$0.680

$2,058.36

ASBPB

6,973

$1.000

$6,973.00

$0.680

$4,741.64

$2,231.36

32.00%

BGR

619

$0.000

$0.00

$1.320

$817.08

BGR

2,381

$0.990

$2,357.19

$1.320

$3,142.92

$785.73

33.33%

FBU

284

$0.000

$0.00

$9.340

$2,652.56

FBU

830

$9.750

$8,092.50

$9.340

$7,752.20

$340.30

4.21%

FPH

3,000

$2.350

$7,050.00

$3.140

$9,420.00

$2,370.00

33.62%

FPH

541

$0.000

$0.00

$3.140

$1,698.74

FPH

1,459

$3.720

$5,427.48

$3.140

$4,581.26

$846.22

15.59%

FRE

2,054

$0.000

$0.00

$3.240

$6,654.96

FRE

6,577

$3.630

$23,874.51

$3.240

$21,309.48

$2,565.03

10.74%

GFF

586

$0.000

$0.00

$1.660

$972.76

GFF

1,414

$2.330

$3,294.62

$1.660

$2,347.24

$947.38

28.76%

HLG

299

$0.000

$0.00

$3.770

$1,127.23

HLG

701

$2.530

$1,773.53

$3.770

$2,642.77

$869.24

49.01%

KIP

190

$0.000

$0.00

$1.000

$190.00

KIP

810

$1.480

$1,198.80

$1.000

$810.00

$388.80

32.43%

MFT

1,000

$7.960

$7,960.00

$8.950

$8,950.00

$990.00

12.44%

MFT

1,838

$8.000

$14,704.00

$8.950

$16,450.10

$1,746.10

11.88%

MFT

657

$0.000

$0.00

$8.950

$5,880.15

MFT

1,505

$4.200

$6,321.00

$8.950

$13,469.75

$7,148.75

113.10%

MHI

1,646

$0.860

$1,415.56

$0.880

$1,448.48

$32.92

2.33%

MHI

7,000

$0.630

$4,410.00

$0.880

$6,160.00

$1,750.00

39.68%

MHI

494

$1.050

$518.70

$0.880

$434.72

$83.98

16.19%

MHI

860

$0.000

$0.00

$0.880

$756.80

PPG

$0.000

$0.00

$0.260

$8.06

PPG

1,500

$0.440

$660.00

$0.260

$390.00

$270.00

40.91%

PPG

1,004

$0.800

$803.20

$0.260

$261.04

$542.16

67.50%

PPL

1,000

$3.090

$3,090.00

$1.330

$1,330.00

$1,760.00

56.96%

PPL

1,000

$2.870

$2,870.00

$1.330

$1,330.00

$1,540.00

53.66%

PPL

939

$4.200

$3,943.80

$1.330

$1,248.87

$2,694.93

68.33%

PPL

975

$0.000

$0.00

$1.330

$1,296.75

PPL

1,086

$1.530

$1,661.58

$1.330

$1,444.38

$217.20

13.07%

RYM

459

$0.000

$0.00

$2.390

$1,097.01

RYM

4,586

$1.970

$9,034.42

$2.390

$10,960.54

$1,926.12

21.32%

SKC

5,750

$7.430

$42,722.50

$3.420

$19,665.00

$23,057.50

53.97%

SKC

1,000

$7.600

$7,600.00

$3.420

$3,420.00

$4,180.00

55.00%

SKC

2,750

$7.700

$21,175.00

$3.420

$9,405.00

$11,770.00

55.58%

SKC

1,431

$8.750

$12,521.25

$3.420

$4,894.02

$7,627.23

60.91%

SKC

272

$4.720

$1,283.84

$3.420

$930.24

$353.60

27.54%

SKC

25,712

$0.000

$0.00

$3.420

$87,935.04

STU

$0.000

$0.00

$2.650

$206.70

STU

303

$4.740

$1,436.22

$2.650

$802.95

$633.27

44.09%

WHS

4,500

$3.730

$16,785.00

$3.510

$15,795.00

$990.00

5.90%

WHS

6,979

$6.000

$41,874.00

$3.510

$24,496.29

$17,377.71

41.50%

WHS

$3.710

$55.65

$3.510

$52.65

$3.00

5.39%

WHS

3,506

$0.000

$0.00

$3.510

$12,306.06

24.60%

	Total cost	Market value	Change
	$270,928.45	$337,564.00	$66,635.55

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: $9.73
Usually ships in 24 hours

Security Analysis: The Classic 1934 Edition by GRAHAM
Buy new: $37.80 / Used from: $29.48
Usually ships in 24 hours

Buy these two Books @ Fishpond.co.nz

c Share Investor 2011

Friday, April 1, 2011

Share Investor Buying One Million Postie Plus Shares

I have stoically held Postie Plus Ltd [PPG.NZX] shares now for 3-4 years.

I own 2540 shares.

PPG shares have paid me a dividend of about 20 bucks over those years and are now worth a total of $709.80c, a drop of around 50% from the total purchase price of $1463.20.

To say then that it is a bad investment is a major understatement. It is the investment equivalent of backing Paris Hilton, Lindsay Lohan and Charlie Sheen in a movie and expecting them to show up at work every day, and sober no less.

So it is a loser plain and simple and should really have no place in my portfolio one would think?

Well, initially I thought it was such a small part of the overall portfolio I would sell and put it behind me but I hate to lose money but I know that some time in the future when management get their proverbial together and actually make some money somebody is actually going to make me a much better offer than 26c per share.

Well, I am thinking if Jan Cameron can take a big stake in the company then this boy can flash a few shekels around and get a bigger stake in the expectation that the share price will at least double.

With this in mind I am going to splash out $259339.60 to buy 997460 PPG shares to take my stake to 1 million shares. I am going to sell the whole Share Investor Portfolio to make this transaction happen.

The remaining unspent funds I am going to buy Allied Farmers Ltd [ALF.NZX] shares with and maybe a little gold.

I would appreciate any feedback on this.

Postie Plus Group @ Share Investor

Long Term View: Postie Plus Group Ltd
I'm Buying: Redux
What is Jan Cameron up to?
Whats on Rod Duke's shopping list?

Discuss PPG @ Share Investor Forum

c Share Investor 2011

Share Investor

Monday, April 11, 2011

Share Investor Portfolio: Value @ 8 April 2011

Wednesday, April 6, 2011

Share Price Alert: Charlies Group Ltd

Monday, April 4, 2011

Share Investor Portfolio: Value @ 1 April 2011

Friday, April 1, 2011

Share Investor Buying One Million Postie Plus Shares

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