Share Investor

Tuesday, August 16, 2011

Freightways Ltd: 2011 Full Year Profit Analysis

The Full Year 2011 Freightways Ltd [FRE.NZX] Profit out this morning is a case of steady as she goes, with a few points to elaborate on along the way.

The 2011 full year net profit of $29,899 million is up by 29% on the 2010 result.

Revenue was up by 7% to NZ $352,520 million, indicating a good overall improvement in the company.

A dividend of 7.25c is to be paid compared with last years 7c.

The company seems to have finally hit its straps after having a few static and down years with the core express package & business mail division returning double digit earnings growth in the second and fourth quarters and its information management systems businesses looking promising after years of capital investment for growth.

Freightways expects growth from current customers for the 2012 year from their courier division and a payback from its information management systems investment as they gain scale and reputation in that sector.

Overall, the full year 2011 result has been a good indicator of a transition from static growth to a promise of more in 2012, after a rather unpleasant 2010.

Freightway's management are cautiously optimistic about company prospects for the coming year and this outlook has changed from the zero revenue growth and lower profits of the last few years in terms of the forward outlook.

This must of course tempered by the fact that the economy as a whole is shaky and any slowdown of significance will be felt by companies like Freightways first.

2012 could well go either way for the company.

9 out of 10.

Disc I own FRE shares in the Share Investor Portfolio

Freightways @ Share Investor

Share Investor's Total Returns: Freightways Ltd
Share Price Alert: Freightways Ltd 3
Share Price Alert: Freightways Ltd 2
Freightways Ltd: 2011 Half Year Profit Commentary
Share Price Alert: Freightways Ltd
Freightways Ltd: 2010 Full Year Profit Analysis
Long Term View: Freightways Ltd
Freightways Ltd: 2010 Half Year profit commentary
Freightways Ltd: 2009 Full Year profit commentary
Freightway's Capital Raising more of the same crap for small shareholders
Long VS Short: Freightways Ltd
Freightway's keeps delivering
Why did you but that stock: Freightways Ltd
Freightway's delivers
Freightway's packages up a good result

Discuss FRE @ Share Investor Forum
Download FRE company Reports

c Share Investor 2011

Monday, August 15, 2011

Share Investor Portfolio: Value @ 12 August 2011

The Share Investor Portfolio is substantially down over the last week due to the US debt crises that kicked off a market rout on Friday 6 August. In the second week of August the portfolio was down 2.99% or $8061.59 on the August 5 update .

The portfolio has lost 7.63% in value due to the US & European debt crises over the last week but at one stage early in the week was down by around 15%.

For the first 31 weeks of 2011 the portfolio has increased by 6.54 % or $15671.07. Big drops right across the board especially from shares making up the biggest part of the portfolio. SKC was once again the biggest contributor to the drop.

The total of unspent dividends and interest in the bank as at 26 May from the 2010 - 2011 earnings years is $25382.95 at close of reporting season for 2010 and at the end of the 2011 1st half reporting year. There are also approx $55000.00 in tax credits earned from the portfolio since it began in late 2002.

The Share Investor Portfolio has increased in value by 11.27% or $29428.21 since I began tracking it for this blog on October 11 2010

Track the Share Investor Portfolio 2 .

Share Investor Portfolio as at 17:30:00, Friday 12 August, 2011 (NZT)

Stock

Quantity

Cost price

Total cost

Market price

Market value

Change

AIA

2,000

$1.700

$3,400.00

$2.175

$4,350.00

$950.00

27.94%

AIA

2,000

$1.510

$3,020.00

$2.175

$4,350.00

$1,330.00

44.04%

AIA

558

$0.000

$0.00

$2.175

$1,213.65

AIA

754

$2.150

$1,621.10

$2.175

$1,639.95

$18.85

1.16%

ASBPB

3,109

$0.000

$0.00

$0.729

$2,266.46

ASBPB

6,891

$1.000

$6,891.00

$0.729

$5,023.54

$1,867.46

27.10%

BGR

619

$0.000

$0.00

$1.390

$860.41

BGR

2,381

$0.990

$2,357.19

$1.390

$3,309.59

$952.40

40.40%

FBU

284

$0.000

$0.00

$7.620

$2,164.08

FBU

830

$9.750

$8,092.50

$7.620

$6,324.60

$1,767.90

21.85%

FPH

3,000

$2.350

$7,050.00

$2.240

$6,720.00

$330.00

4.68%

FPH

1,365

$3.720

$5,077.80

$2.240

$3,057.60

$2,020.20

39.78%

FPH

635

$0.000

$0.00

$2.240

$1,422.40

FRE

2,054

$0.000

$0.00

$3.260

$6,696.04

FRE

6,577

$3.630

$23,874.51

$3.260

$21,441.02

$2,433.49

10.19%

GFF

586

$0.000

$0.00

$1.100

$644.60

GFF

1,414

$2.330

$3,294.62

$1.100

$1,555.40

$1,739.22

52.79%

HLG

299

$0.000

$0.00

$3.500

$1,046.50

HLG

701

$2.530

$1,773.53

$3.500

$2,453.50

$679.97

38.34%

KIP

763

$1.480

$1,129.24

$0.990

$755.37

$373.87

33.11%

KIP

237

$0.000

$0.00

$0.990

$234.63

MFT

1,000

$7.960

$7,960.00

$10.050

$10,050.00

$2,090.00

26.26%

MFT

1,838

$8.000

$14,704.00

$10.050

$18,471.90

$3,767.90

25.63%

MFT

1,375

$4.200

$5,775.00

$10.050

$13,818.75

$8,043.75

139.29%

MFT

787

$0.000

$0.00

$10.050

$7,909.35

MHI

1,646

$0.860

$1,415.56

$0.900

$1,481.40

$65.84

4.65%

MHI

7,000

$0.630

$4,410.00

$0.900

$6,300.00

$1,890.00

42.86%

MHI

494

$1.050

$518.70

$0.900

$444.60

$74.10

14.29%

MHI

860

$0.000

$0.00

$0.900

$774.00

PPG

$0.000

$0.00

$0.220

$6.82

PPG

1,500

$0.440

$660.00

$0.220

$330.00

50.00%

PPG

1,004

$0.800

$803.20

$0.220

$220.88

$582.32

72.50%

PPL

1,000

$3.090

$3,090.00

$0.980

$980.00

$2,110.00

68.28%

PPL

1,000

$2.870

$2,870.00

$0.980

$980.00

$1,890.00

65.85%

PPL

939

$4.200

$3,943.80

$0.980

$920.22

$3,023.58

76.67%

PPL

975

$0.000

$0.00

$0.980

$955.50

PPL

1,086

$1.530

$1,661.58

$0.980

$1,064.28

$597.30

35.95%

RYM

555

$0.000

$0.00

$2.580

$1,431.90

RYM

4,445

$1.970

$8,756.65

$2.580

$11,468.10

$2,711.45

30.96%

SKC

5,750

$7.430

$42,722.50

$3.400

$19,550.00

$23,172.50

54.24%

SKC

1,000

$7.600

$7,600.00

$3.400

$3,400.00

$4,200.00

55.26%

SKC

2,750

$7.700

$21,175.00

$3.400

$9,350.00

$11,825.00

55.84%

SKC

1,431

$8.750

$12,521.25

$3.400

$4,865.40

$7,655.85

61.14%

SKC

272

$4.720

$1,283.84

$3.400

$924.80

$359.04

27.97%

SKC

25,712

$0.000

$0.00

$3.400

$87,420.80

STU

$0.000

$0.00

$2.480

$245.52

STU

301

$4.740

$1,426.74

$2.480

$746.48

$680.26

47.68%

WHS

4,500

$3.730

$16,785.00

$3.360

$15,120.00

$1,665.00

9.92%

WHS

6,979

$6.000

$41,874.00

$3.360

$23,449.44

$18,424.56

44.00%

WHS

$3.710

$55.65

$3.360

$50.40

$5.25

9.43%

WHS

3,506

$0.000

$0.00

$3.360

$11,780.16

23.16%

	Total cost	Market value	Change
	$269,593.96	$332,040.04	$62,446.08

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c Share Investor 2011

Sunday, August 14, 2011

Share Investor Portfolio 2: Value @ 12 August 2011

The Share Investor 2 Portfolio is a separate portfolio apart from the original Share Investor Portfolio and contains just one share, Contact Energy Ltd [CEN.NZX]. It will only have this one share in it and has a far shorter time frame than the original long-term portfolio that I started 8 years ago.

The portfolio was started July 7 with 9000 shares purchased at $5.34 at a total cost of $48,060.00 and $144.18 in brokerage.

After the 28st day of trading the portfolio was down by $720.00 or 1.49% on the August 5 update to be worth a total of $44,550.00.

The portfolio is down 7.30% or $2790.00 since tracking began on July 7 2011.

Share Investor 2 Portfolio as at 17:30:00, Friday 12 August, 2011 (NZT)

Stock

Quantity

Cost price

Total cost

Market price

Market value

Change

CEN

9,000

$5.340

$48,060.00

$4.950

$44,550.00

$3,510.00

7.30%

	Total cost	Market value	Change
	$48,060.00	$44,550.00	$-3,510.00

Share Investor

Tuesday, August 16, 2011

Freightways Ltd: 2011 Full Year Profit Analysis

Monday, August 15, 2011

Share Investor Portfolio: Value @ 12 August 2011

Sunday, August 14, 2011

Share Investor Portfolio 2: Value @ 12 August 2011

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