Monday, September 5, 2011

Share Investor Portfolio: Value @ 2 September 2011

The Share Investor Portfolio is up over the last week after a good post global jitters bounce on the NZX overall. In the first week of September the portfolio was up 2.11% or $5565.32 on the August 26 update .

The rise was bolstered in very small part to a profit result and attached dividend from GFF.

A 6c rise in SKC, 31c for MFT, 7c rise in WHS and 13c for FRE were by far the biggest contributors to the gain.

For the first 34 weeks of 2011 the portfolio has increased by 9.91% or $24381.85

The total of unspent dividends and interest in the bank as at 2 Sept from the 2010 - 2011 earnings years is $29,996.39 at close of reporting season for 2010 and at the mid -part of the 2011 2nd half reporting year. There are also approx $60000.00 in tax credits earned from the portfolio since it began in late 2002.

The Share Investor Portfolio has increased in value by 14.64% or $38138.99 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 02 September, 2011 (NZT)

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

2,000 $1.700 $3,400.00 $2.320 $4,640.00 $1,240.00 36.47%
AIA

2,000 $1.510 $3,020.00 $2.320 $4,640.00 $1,620.00 53.64%
AIA

674 $0.000 $0.00 $2.320 $1,563.68 $1,563.68
AIA

638 $2.150 $1,371.70 $2.320 $1,480.16 $108.46 7.91%
ASBPB

3,109 $0.000 $0.00 $0.700 $2,176.30 $2,176.30
ASBPB

6,891 $1.000 $6,891.00 $0.700 $4,823.70 $2,067.30 30.00%
BGR

619 $0.000 $0.00 $1.380 $854.22 $854.22
BGR

2,381 $0.990 $2,357.19 $1.380 $3,285.78 $928.59 39.39%
FBU

303 $0.000 $0.00 $7.680 $2,327.04 $2,327.04
FBU

811 $9.750 $7,907.25 $7.680 $6,228.48 $1,678.77 21.23%
FPH

3,000 $2.350 $7,050.00 $2.220 $6,660.00 $390.00 5.53%
FPH

1,365 $3.720 $5,077.80 $2.220 $3,030.30 $2,047.50 40.32%
FPH

635 $0.000 $0.00 $2.220 $1,409.70 $1,409.70
FRE

6,405 $3.630 $23,250.15 $3.280 $21,008.40 $2,241.75 9.64%
FRE

2,226 $0.000 $0.00 $3.280 $7,301.28 $7,301.28
GFF

607 $0.000 $0.00 $0.870 $528.09 $528.09
GFF

1,393 $2.330 $3,245.69 $0.870 $1,211.91 $2,033.78 62.66%
HLG

299 $0.000 $0.00 $3.370 $1,007.63 $1,007.63
HLG

701 $2.530 $1,773.53 $3.370 $2,362.37 $588.84 33.20%
KIP

763 $1.480 $1,129.24 $1.030 $785.89 $343.35 30.41%
KIP

237 $0.000 $0.00 $1.030 $244.11 $244.11
MFT

1,000 $7.960 $7,960.00 $10.010 $10,010.00 $2,050.00 25.75%
MFT

1,838 $8.000 $14,704.00 $10.010 $18,398.38 $3,694.38 25.13%
MFT

1,375 $4.200 $5,775.00 $10.010 $13,763.75 $7,988.75 138.33%
MFT

787 $0.000 $0.00 $10.010 $7,877.87 $7,877.87
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

209 $1.050 $219.45 $0.900 $188.10 $31.35 14.29%
MHI

1,145 $0.000 $0.00 $0.900 $1,030.50 $1,030.50
PPG

31 $0.000 $0.00 $0.200 $6.20 $6.20
PPG

1,500 $0.440 $660.00 $0.200 $300.00 $360.00 54.55%
PPG

1,004 $0.800 $803.20 $0.200 $200.80 $602.40 75.00%
PPL

1,000 $3.090 $3,090.00 $0.890 $890.00 $2,200.00 71.20%
PPL

1,000 $2.870 $2,870.00 $0.890 $890.00 $1,980.00 68.99%
PPL

939 $4.200 $3,943.80 $0.890 $835.71 $3,108.09 78.81%
PPL

975 $0.000 $0.00 $0.890 $867.75 $867.75
PPL

1,086 $1.530 $1,661.58 $0.890 $966.54 $695.04 41.83%
RYM

555 $0.000 $0.00 $2.580 $1,431.90 $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 $3.490 $20,067.50 $22,655.00 53.03%
SKC

2,750 $7.700 $21,175.00 $3.490 $9,597.50 $11,577.50 54.68%
SKC

1,431 $8.750 $12,521.25 $3.490 $4,994.19 $7,527.06 60.11%
SKC

781 $7.600 $5,935.60 $3.490 $2,725.69 $3,209.91 54.08%
SKC

26,203 $0.000 $0.00 $3.490 $91,448.47 $91,448.47
STU

99 $0.000 $0.00 $2.590 $256.41 $256.41
STU

301 $4.740 $1,426.74 $2.590 $779.59 $647.15 45.36%
WHS

4,500 $3.730 $16,785.00 $3.470 $15,615.00 $1,170.00 6.97%
WHS

6,979 $6.000 $41,874.00 $3.470 $24,217.13 $17,656.87 42.17%
WHS

15 $3.710 $55.65 $3.470 $52.05 $3.60 6.47%
WHS

3,506 $0.000 $0.00 $3.470 $12,165.82 $12,165.82

26.83%


Total cost Market value Change

$265,238.53 $336,395.39 $71,156.86


Share Investor Portfolio @ Share Investor

Share Investor Portfolio: Value @ 26 August 2011
Share Investor Portfolio: Value @ 19 August 2011
Share Investor Portfolio: Value @ 12 August 2011
Share Investor Portfolio: Value @ 5 August 2011
Share Investor Portfolio: Value @ 29 July 2011
Share Investor Portfolio: Value @ 22 July 2011
Share Investor Portfolio: Value @ 15 July 2011
Share Investor Portfolio: Value @ 8 July 2011
Share Investor Portfolio: Value @ 1 July 2011
Share Investor Portfolio: Value @ 25 June 2011
Share Investor Portfolio: Value @ 17 June 2011
Share Investor Portfolio: Value @ 10 June 2011
Share Investor Portfolio: Value @ 3 June 2011
Share Investor Portfolio: Value @ 27 May 2011
Share Investor Portfolio: Value @ 20 May 2011
Share Investor Portfolio: Value @ 13 May 2011
Share Investor Portfolio: Value @ 6 May 2011
Share Investor Portfolio: Value @ 29 April 2011
Share Investor Portfolio: Value @ 22 April 2011
Share Investor Portfolio: Value @ 15 April 2011
Share Investor Portfolio: Value @ 8 April 2011
Share Investor Portfolio: Value @ 1 April 2011
Share Investor Portfolio: Value @ 14 March 2011
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
Share Investor Dividends


Share Investor Portfolio 2 @ Share Investor

Share Investor Portfolio 2: Value @ 2 September 2011
Share Investor Portfolio 2: Value @ 26 August 2011
Share Investor Portfolio 2: Value @ 19 August 2011
Share Investor Portfolio 2: Value @ 12 August 2011
Share Investor Portfolio 2: Value @ 5 August 2011
Share Investor Portfolio 2: Value @ 29 July 2011
Share Investor Portfolio 2: Value @ 15 July 2011
Share Investor Portfolio 2: Value @ 14 July 2011
Share Investor Portfolio 2: Value @ 13 July 2011
Share Investor Portfolio 2: Value @ 12 July 2011
Share Investor Portfolio 2: Value @ 11 July 2011
Share Investor Portfolio 2: Value @ 8 July 2011
Share Investor Portfolio 2: Value @ 7 July 2011


Share Investor's Annual Stock Picks


Share Investor's 2011 Stock Picks: Looking Back
Share Investor's 2011 Stock Picks
Share Investor's 2010 Stock Picks
Share Investor's 2009 Stock Picks
Share Investor's 2008 Stock Picks

Brokers 2011 Stock Picks


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
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

Fishpond




c Share Investor 2011


Sunday, September 4, 2011

Share Investor Portfolio 2: Value @ 2 September 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 49th day of trading the portfolio was up by $1170.00 or 2.11% on the August 26 update to be worth a total of $46890.00.

The portfolio is up 0.19% or $1078.68 since tracking began on July 7 2011.

Share Investor 2 Portfolio as at 17:30:00, Friday 02 September, 2011 (NZT)

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

202 $0.000 $0.00 $5.340 $1,078.68 $1,078.68
CEN

8,798 $5.340 $46,981.32 $5.340 $46,981.32 $0.00 0.00%

2.30%


Total cost Market value Change

$46,981.32 $48,060.00 $1,078.68



Share Investor Portfolio 2

Share Investor Portfolio 2: Value @ 26 August 2011
Share Investor Portfolio 2: Value @ 19 August 2011
Share Investor Portfolio 2: Value @ 12 August 2011
Share Investor Portfolio 2: Value @ 5 August 2011
Share Investor Portfolio 2: Value @ 22 July 2011
Share Investor Portfolio 2: Value @ 15 July 2011
Share Investor Portfolio 2: Value @ 14 July 2011
Share Investor Portfolio 2: Value @ 13 July 2011
Share Investor Portfolio 2: Value @ 12 July 2011
Share Investor Portfolio 2: Value @ 11 July 2011
Share Investor Portfolio 2: Value @ 8 July 2011
Share Investor Portfolio 2: Value @ 7 July 2011

Discuss CEN at Share Investor Forum - Register free
Download CEN Company Reports


Recommended Fishpond Reading



Buy The Intelligent Investor & more @ Fishpond.co.nz


c Share Investor 2011


Allan Hubbard Saga: Does death mean the End?

It is very sad to hear the news that beleaguered businessman Allan Hubbard died on Friday in a serious car crash.

While readers know I am no fan of his it is always sad to see someone leave like this.

His reputation will be forever tarnished in the eyes of the public in general and those that lost money at his hands and we will be forever speculating as to the guilt, innocence or otherwise of an individual whose business empire collapsed under the haze of serious fraud charges, forgery, manipulation of accounts, fake investments and a record of inter-company lending that managed to hide the cracks in the veneer for a number of years.

Mr Hubbard was due in court next month to face charges laid by the Serious Fraud Office following a lengthy investigation into his failed finance company, South Canterbury Finance and the question remains as to whether charges can still proceed without Hubbard sitting in a courtroom.

The Serious Fraud Office now need to make a decision whether to proceed - if they can with any practicality - with the 50 charges against him so his supporters can get a decision either way as to Hubbard's culpability or otherwise and the question over his guilt will not linger forever and a day and he is eulogised as saint of sinner in lieu of his day in court.

There seems to be some conjecture over whether an estate can be charged in absense of the defendant but ultimately it will be up to the law, courts and Serious Fraud Office as to what happens next. In the balance of probability it looks like the case will be dropped.

Of course if charges cannot be proceeded with Allan Hubbard -or in this case, his legacy - will be legally off the hook because the SFO would not have a chance to prove his guilt in a court of law. Therefore he will remain forever "innocent".

However, the doubt will still remain.

*My best wishes go to Jean Hubbard & Allan Hubbard's family & his supporters.


Allan Hubbard Saga

Full SFO Statement on SCF Fraud Investigation

Hubbard Letter to Simon Power

Download Grant Thornton Report 1
Download Grant Thornton Report 2
Download Grant Thornton Report 3
Download Grant Thornton Report 4
Download Grant Thornton Report 5
Download Grant Thornton Report 6
Download Grant Thornton Report 7 - Aorangi Securities
Download Grant Thornton Report 7 - Hubbard Management Funds

Join the Put Allan Hubbard Away Facebook Group

Allan Hubbard Saga: 7th Grant Thornton Report - Hubbard Management Funds
Allan Hubbard Saga: 7th Grant Thornton Report - Aorangi Securities
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Allan Hubbard Saga: The Defence
Allan Hubbard Saga: Fraud Charges - The Detail
Allan Hubbard Saga: Hubbard to Face Fraud Charges
Adam Feely on Hubbard Fraud Charges
Allan Hubbard Saga: Answers to Investor's Frequently Asked Questions
Allan Hubbard Saga: Still Feral After All These Years
Allan Hubbard Saga: Sixth Grant Thornton Report
Allan Hubbard Saga: Hubbard looks set to cop a plea
Allan Hubbard Saga: Supporters Risk Legal Action
Allan Hubbard Saga: Mental Challenge
Allan Hubbard Saga: Hubbard Defiant in 2011
Book Review: Allan Hubbard: Man Out of Time, by Virginia Green
Allan Hubbard Saga: VIDEO - Hubbard Biographer Virginia Green on TVNZ's Breakfast
Book Extract - Allan Hubbard: Man Out of Time
Allan Hubbard Saga: Going Feral - Part 3, The Final Cut
Allan Hubbard Saga: Going Feral - Part 2
Allan Hubbard Saga: Paul Carruthers Goes Feral... Again
Allan Hubbard: The Biography
Allan Hubbard Saga: On Forged Signatures and Uncharitable Trusts
Allan Hubbard Saga: Evidence of Fraud now Clear
Allan Hubbard Saga: NBR VS the SFO
Allan Hubbard Saga: South Canterbury Finance to be investigated by the SFO
Allan Hubbard Saga: Third Grant Thornton Report
Allan Hubbard Saga: Will He Walk?
Allan Hubbard Saga: No Longer Bothered by Botherway
Allan Hubbard Saga: 60 Minutes Interview, Sept 23 2010
Allan Hubbard Saga: Supporters head to the exit door
Allan Hubbard Saga: Threats & the Mysterious PWC Report
Allan Hubbard Supporters: Conflict of Interest
VW Veneer reveals BMW heart
VIDEO: Jenni McManus Explains Allan Hubbard Collapse
Allan Hubbard Statement on SCF Receivership
VIDEO: Sandy Maier - full news conference on SCF Receivership
Market Alert: South Canterbury Finance to be placed in Receivership
Allan Hubbard: Ignorant Supporters Blissfully Unaware
Thornton Report 2: Allan Hubbard Guilty as Charged
Allan Hubbard: Full TV3 Interview - July 16 2010
Thornton Report 1: Allan Hubbard's Aorangi Securities
Bothered by Simon Botherway



c Share Investor 2011


Friday, September 2, 2011

Chris Hipkins Fails his Constituents

Yes it was a big mistake not going after the scum in Farmer Crescent and evicting them from taxpayer housing after a cool million was spent through the courts but Chris Hipkins, local MP for this trash gets it seriously wrong when he points the finger at Housing NZ for causing havoc in the community:


"A million-dollar bill racked up trying to evict three women from their Lower Hutt homes would have been better spent on new homes or renovations, their local MP says.

"They could have built three new houses for that sort of money," Rimutaka MP Chris Hipkins said.

Despite winning a legal battle spanning five courts and more than two years, Housing New Zealand has pulled the pin on efforts to evict the women from Farmer Cres, Pomare.

The stoush had "torn the guts out" of the community, Mr Hipkins said.

Robyn Winther, Huia Tamaka and Billy Taylor were handed eviction notices after a violent incident involving Mongrel Mob members in Farmer Cres in February 2009. Stuff.co.nz 2 Sept 2011

Chris by implication is really saying trash like Robyn Winther, Huia Tamaka and Billy Taylor should be allowed to waste their days away in taxpayer supported housing and benefits while their partners are out raping, drug dealing, killing and terrorising the neighbourhood.


With logic like that no wonder nobody is listening.


Wake up Chris you are failing the good people in your electorate by standing by this trash.


Think Bigger



Darren Rickard 2011