Monday, February 21, 2011

Share Investor Portfolio: Value @ 21 February 2011

The Share Investor Portfolio rose in the third week of February. The portfolio was up 2.54% or $6217.68 on the Feb 14 update . For the first 7 weeks of 2011 the portfolio has increased by 4.15% or $10691.64. This weeks rise was due, primarily, to small rises in most stocks and a big rise in FRE after a favorable 2011 1st half result.

There have also been a number of results that have added cash dividends to the portfolio. ASBPB, FRE, MHI, FRE, SKC have all paid dividends.

There is also $338.72 added from interest earned from dividends in the bank over the last 6 months.

The total of unspent dividends and interest in the bank from the 2010 - 2011 earnings years is $20471.73 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 18 February, 2011 (NZDT)


Stock
Quantity
Cost price
Total cost
Market price
Market value
Change
%
AIA

2,000 $1.700 $3,400.00 $2.260 $4,520.00 $1,120.00 32.94%
AIA

2,000 $1.510 $3,020.00 $2.260 $4,520.00 $1,500.00 49.67%
AIA

803 $2.150 $1,726.45 $2.260 $1,814.78 $88.33 5.12%
AIA

445 $0.000 $0.00 $2.260 $1,005.70 $1,005.70
AIA

64 $1.650 $105.60 $2.260 $144.64 $39.04 36.97%
ASBPB

3,027 $0.000 $0.00 $0.722 $2,185.49 $2,185.49
ASBPB

6,973 $1.000 $6,973.00 $0.722 $5,034.51 $1,938.49 27.80%
BGR

438 $0.000 $0.00 $1.400 $613.20 $613.20
BGR

2,562 $0.990 $2,536.38 $1.400 $3,586.80 $1,050.42 41.41%
FBU

284 $0.000 $0.00 $8.390 $2,382.76 $2,382.76
FBU

830 $9.750 $8,092.50 $8.390 $6,963.70 $1,128.80 13.95%
FPH

3,000 $2.350 $7,050.00 $3.090 $9,270.00 $2,220.00 31.49%
FPH

541 $0.000 $0.00 $3.090 $1,671.69 $1,671.69
FPH

1,459 $3.720 $5,427.48 $3.090 $4,508.31 $919.17 16.94%
FRE

2,054 $0.000 $0.00 $3.320 $6,819.28 $6,819.28
FRE

6,577 $3.630 $23,874.51 $3.320 $21,835.64 $2,038.87 8.54%
GFF

541 $0.000 $0.00 $1.670 $903.47 $903.47
GFF

1,459 $2.330 $3,399.47 $1.670 $2,436.53 $962.94 28.33%
HLG

244 $0.000 $0.00 $3.930 $958.92 $958.92
HLG

756 $2.530 $1,912.68 $3.930 $2,971.08 $1,058.40 55.34%
KIP

190 $0.000 $0.00 $1.000 $190.00 $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 $8.190 $8,190.00 $230.00 2.89%
MFT

1,838 $8.000 $14,704.00 $8.190 $15,053.22 $349.22 2.38%
MFT

657 $0.000 $0.00 $8.190 $5,380.83 $5,380.83
MFT

1,505 $4.200 $6,321.00 $8.190 $12,325.95 $6,004.95 95.00%
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 $774.00
PPG

31 $0.000 $0.00 $0.290 $8.99 $8.99
PPG

1,500 $0.440 $660.00 $0.290 $435.00 $225.00 34.09%
PPG

1,004 $0.800 $803.20 $0.290 $291.16 $512.04 63.75%
PPL

1,000 $3.090 $3,090.00 $1.470 $1,470.00 $1,620.00 52.43%
PPL

1,000 $2.870 $2,870.00 $1.470 $1,470.00 $1,400.00 48.78%
PPL

939 $4.200 $3,943.80 $1.470 $1,380.33 $2,563.47 65.00%
PPL

877 $0.000 $0.00 $1.470 $1,289.19 $1,289.19
PPL

1,184 $1.530 $1,811.52 $1.470 $1,740.48 $71.04 3.92%
RYM

459 $0.000 $0.00 $2.400 $1,101.60 $1,101.60
RYM

4,586 $1.970 $9,034.42 $2.400 $11,006.40 $1,971.98 21.83%
SKC

5,750 $7.430 $42,722.50 $3.290 $18,917.50 $23,805.00 55.72%
SKC

1,000 $7.600 $7,600.00 $3.290 $3,290.00 $4,310.00 56.71%
SKC

2,750 $7.700 $21,175.00 $3.290 $9,047.50 $12,127.50 57.27%
SKC

1,431 $8.750 $12,521.25 $3.290 $4,707.99 $7,813.26 62.40%
SKC

272 $4.720 $1,283.84 $3.290 $894.88 $388.96 30.30%
SKC

25,712 $0.000 $0.00 $3.290 $84,592.48 $84,592.48
STU

78 $0.000 $0.00 $2.550 $198.90 $198.90
STU

303 $4.740 $1,436.22 $2.550 $772.65 $663.57 46.20%
WHS

4,500 $3.730 $16,785.00 $3.550 $15,975.00 $810.00 4.83%
WHS

6,979 $6.000 $41,874.00 $3.550 $24,775.45 $17,098.55 40.83%
WHS

2,880 $0.000 $0.00 $3.550 $10,224.00 $10,224.00
WHS

641 $3.710 $2,378.11 $3.550 $2,275.55 $102.56 4.31%


20.77%


Total cost Market value Change

$274,034.99 $330,961.55 $56,926.56


Share Investor Portfolio @ Share Investor

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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Related Amazon Reading


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

3 News Reid Poll: National set to Govern Alone

My pick for November based on who I talk to from a wide variety of social , political and economic backgrounds at the moment is another creaming for Labour with the ability of National to govern alone if they so choose.

I picked the National landslide in 2008 when others were picking a close election and I get the feeling again, anecdotally, that voters see little merit in what Goff has to offer and that national are performing well despite the economic situation.

There appears to be a few disgruntled waifs and strays argueing from the political pulpit but by and large they didn't vote for National anyway so the argument that these people are so annoyed they might vote for some of the smaller parties as a protest vote holds little merit.

Sun, 20 Feb 2011 6:00p.m.

By 3 News Political Editor Duncan Garner - go here for the full article from 3 news

Our first 3 News Reid Research poll in the election year.

The numbers show:

  • National sheds a point to 54.6
  • Labour drops back to 30.9
  • Greens are strong at 8.2
  • New Zealand First moved from 1.9 to 3.3 – the highest level of support for Winston Peters’ party since 2008.

“I think it shows the public are rewarding us for being honest and upfront,” says Mr Key.

“We are saying we are going to spend less money and a partial sell down of assets.”

The other minor parties remain very minor:

  • The Maori Party is 2.3
  • ACT continues its collapse to 0.6
  • While not one person indicated support for Peter Dunne’s United Future party

In the Preferred Prime Minister rankings:

  • Mr Key sheds five points, still high at 49.1
  • Mr Goff stays flat at 6.8 – no movement
  • Mr Peters moves up to 4.9 – the highest in more than 3 years
  • While former Prime Minister Helen Clark still has a few supporters

So 3 News asked voters how the leaders are performing:

  • Mr Key slips almost 7 percent to 69.6 percent.

He won’t want that to become a regular feature, and he’s up amongst those who think he is a doing a poor job.

  • For Mr Goff, just one in four voters think he is doing a good job – the numbers are down from the last 3 News Reid Research poll.

But the emerging factor in this poll is Winston Peters.

He has still got some way to go, but he’s made a move, without saying much at all.

“I don’t trust him,” says Mr Key.

It will be a nervous five months for the Prime Minister if Mr Peters makes it back – it could make Mr Key’s chance of governing again that little bit weaker.

3 Newsare performing:

  • Mr Key slips almost 7 percent to 69.6 percent.

He won’t want that to become a regular feature, and he’s up amongst those who think he is a doing a poor job.

  • For Mr Goff, just one in four voters think he is doing a good job – the numbers are down from the last 3 News Reid Research poll.

NEW - From Fishpond.co.nz | Think Bigger, By Michael Hill

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Wednesday, February 16, 2011

Corporate Fundraising for Natalie

Last week my wife passed on details to me about a lady named Natalie Murphy, a 34 year Mairangi Bay mum with terminal cancer who has been given just 12-18 months of life to live by her doctors.

I have to say it, her situation really touched my heart and it especially pulls at the heartstrings because she has a young boy the same age as my little girl.

My wife asked me if I could ask some of the business contacts I have made through this blog to see what they could do to help make Natalie's life a little easier and help her enjoy the life she has left with her 18 month boy Jackson and her devoted Husband Greg.

I don't have the time to organise and ask everyone but what I did do is contact CEO Nigel Morrison and his personal assistant Niki Schuck at Sky City Entertainment Ltd [SKC.NZX] and ask them what they could do for Natalie.

Connie Sprague from SKC got back to me and managed to organise a weekend for 2 at Sky City Grand, which they will use for a well earned weekend away and needless to say Natalie is absolutely over the moon.

Link

Sky City didn't ask for any publicity, they were quite prepared to do this on the quiet but I would like to publicise what they did because I have an ulterior motive!

I would like to ask through this post of any leaders of NZX listed companies, individuals or others who would like to help Natalie and her family out.

Natalie's friends are having a fundraisng event on Thursday 7th April at The Patriot in Devonport, and they are after goods and the like to raffle to raise funds to help keep Greg at home as much as possible so he can spend more time with his family away from work.

So come on you lovely corporate lot, dig deep and help Natalie, Greg and little Jackson.

You can either email me here , leave your details at the bottom of this post or email the organiser of the charity event Ursula Mushett with your lovely goodies.

Thank you Connie and thanks in advance to you lovely generous lot who read this blog.


Related links


Find out more about Natalie

Fundraising Facebook Page



c Share Investor 2011