Share Investor Portfolio 2: Value @ 31 January 2012

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 7 months of trading the portfolio was down sharply in the first month of January 2012 by $7830.00 or 16.53% - its biggest ever fall - on the December 5 update to be worth a total of $43020.00

The portfolio is down by 8.43% since tracking began on July 7 2011.

Share Investor 2 Portfolio as at 17:30:00, Tuesday 31 January, 2012 (NZDT)
 

Stock		Quantity	Cost price	Total cost	Market price	Market value	Change	%
	CEN	202	$0.000	$0.00	$4.780	$965.56	$965.56
	CEN	8,798	$5.340	$46,981.32	$4.780	$42,054.44	$4,926.88	10.49%
8.43%   Total cost   Market value      Change $46,981.32    $43,020.00 $-3,961.32

Share Investor Portfolio 2

Share Investor Portfolio 2: Value @ 5 December 2011
Share Investor Portfolio 2: Value @ 28 November 2011
Share Investor Portfolio 2: Value @ 18 November 2011
Share Investor Portfolio 2: Value @ 11 November 2011
Share Investor Portfolio 2: Value @ 4 November 2011

See all previous updates here - Scroll down to bottom of post

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




c Share Investor 2012

The Market says Rob Fyfe has failed

So the departing CEO of Air New Zealand Ltd [AIR.NZX] is leaving his post at the end of 2012 and being lauded by some as a  "rockstar" CEO and the saviour of an airline.

According to the market though he is not.

If we look at the 7 year chart below - the length of time Mr Fyfe has been with AIR NZ -.we can see that the share price has kamakazied to half the value it was when he took over in 2005.

7 Year AIR Chart

Not only that, the share price is an all-time low (see 10 year AIR chart below) since the company was injected with a billion taxpayer dollars in 2002. Hardly the stuff of first-class lay back and champagne flutes.

10 Year AIR Chart

Over its 10 year listing Air New Zealand has had negative returns for investors and the share price was markedly better under Sir Ralph Norris who managed the current structure of the company well through its formative years in the early 2000s.

I know airlines are notoriously difficult to run and it is hard for them to make money but the plaudits and pats on the back for him now are misplaced at best and arse kissing at worst.


AIR @ Share Investor

Share Price Alert: Air New Zealand Ltd
Queenstown Aiport Case: Air New Zealand VS Auckland
Queenstown Airport: Loud Voices & Loyalty
Long Term View: Air New Zealand Ltd
John Palmer Tipples on the Shareholder
Mike Pero and Air New Zealand: Capitalism vs Socialism
Rob Fyfe's "Environmental Extremism"
Reality Needs to Bite
Air New Zealand wants another taxpayer bailout

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c Share Investor 2012

Share Investor Portfolio: Value at 31 January 2012

This edition of the share Share Investor Portfolio is the first one for 2012 and is down on the previous update*.

Compared to the 30 December 2011 update, the current value of the portfolio is up 1.27% or $3013.49. This includes net dividends.

15,000 FPH shares were added today at a cost of $2.15 per share or $32,250.00. If this purchase is included the portfolio is down by 1.72%. This is the figure that the portfolio will be tracked by over the coming year*.

I expect 2012 to be a worse year in terms of this portfolio and I expect it to be significantly down by the end of 2012.

Share Investor's 2012 Stock Picks reflect my negative sentiment for a large part of the portfolio for the coming year.

The total of unspent dividends and interest in the bank as at 30 Dec 2011, from the 2010 - 2011 earnings years is $328.54 at close of reporting season for 2010 and at the end of the 2011 2nd half reporting year. There are also approx $60,000.00 in tax credits earned from the portfolio since it began in late 2002.

The Share Investor Portfolio has increased in value by 11.64% or $30242.74 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, Tuesday 31 January, 2012 (NZDT)

Stock		Quantity	Cost price	Total cost	Market price	Market value	Change	%
	AIA	2,000	$1.700	$3,400.00	$2.455	$4,910.00	$1,510.00	44.41%
	AIA	2,000	$1.510	$3,020.00	$2.455	$4,910.00	$1,890.00	62.58%
	AIA	674	$0.000	$0.00	$2.455	$1,654.67	$1,654.67
	AIA	638	$2.150	$1,371.70	$2.455	$1,566.29	$194.59	14.19%
	ASBPB	3,177	$0.000	$0.00	$0.595	$1,890.32	$1,890.32
	ASBPB	6,823	$1.000	$6,823.00	$0.595	$4,059.69	$2,763.32	40.50%
	BGR	725	$0.000	$0.00	$1.410	$1,022.25	$1,022.25
	BGR	2,275	$0.990	$2,252.25	$1.410	$3,207.75	$955.50	42.42%
	FBU	303	$0.000	$0.00	$6.520	$1,975.56	$1,975.56
	FBU	811	$9.750	$7,907.25	$6.520	$5,287.72	$2,619.53	33.13%
	FPH	3,000	$2.350	$7,050.00	$2.130	$6,390.00	$660.00	9.36%
	FPH	707	$0.000	$0.00	$2.130	$1,505.91	$1,505.91
	FPH	1,293	$3.720	$4,809.96	$2.130	$2,754.09	$2,055.87	42.74%
	FPH	15,000	$2.150	$32,250.00	$2.130	$31,950.00	$300.00	0.93%
	FRE	6,405	$3.630	$23,250.15	$3.690	$23,634.45	$384.30	1.65%
	FRE	2,226	$0.000	$0.00	$3.690	$8,213.94	$8,213.94
	GFF	607	$0.000	$0.00	$0.680	$412.76	$412.76
	GFF	1,393	$2.330	$3,245.69	$0.680	$947.24	$2,298.45	70.82%
	HLG	366	$0.000	$0.00	$3.700	$1,354.20	$1,354.20
	HLG	634	$2.530	$1,604.02	$3.700	$2,345.80	$741.78	46.25%
	KIP	740	$1.480	$1,095.20	$1.045	$773.30	$321.90	29.39%
	KIP	214	$0.000	$0.00	$1.045	$223.63	$223.63
	MFT	1,000	$7.960	$7,960.00	$9.750	$9,750.00	$1,790.00	22.49%
	MFT	1,838	$8.000	$14,704.00	$9.750	$17,920.50	$3,216.50	21.88%
	MFT	929	$0.000	$0.00	$9.750	$9,057.75	$9,057.75
	MFT	1,233	$4.200	$5,178.60	$9.750	$12,021.75	$6,843.15	132.14%
	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	209	$1.050	$219.45	$0.880	$183.92	$35.53	16.19%
	MHI	1,145	$0.000	$0.00	$0.880	$1,007.60	$1,007.60
	PPG	1,004	$0.800	$803.20	$0.300	$301.20	$502.00	62.50%
	PPG	1,443	$0.440	$634.92	$0.300	$432.90	$202.02	31.82%
	PPG	88	$0.000	$0.00	$0.300	$26.40	$26.40
	PPL	1,000	$3.090	$3,090.00	$0.790	$790.00	$2,300.00	74.43%
	PPL	1,000	$2.870	$2,870.00	$0.790	$790.00	$2,080.00	72.47%
	PPL	939	$4.200	$3,943.80	$0.790	$741.81	$3,201.99	81.19%
	PPL	975	$0.000	$0.00	$0.790	$770.25	$770.25
	PPL	1,086	$1.530	$1,661.58	$0.790	$857.94	$803.64	48.37%
	RYM	653	$0.000	$0.00	$2.830	$1,847.99	$1,847.99
	RYM	4,347	$1.970	$8,563.59	$2.830	$12,302.01	$3,738.42	43.65%
	SKC	5,750	$7.430	$42,722.50	$3.530	$20,297.50	$22,425.00	52.49%
	SKC	2,750	$7.700	$21,175.00	$3.530	$9,707.50	$11,467.50	54.16%
	SKC	1,431	$8.750	$12,521.25	$3.530	$5,051.43	$7,469.82	59.66%
	SKC	781	$7.600	$5,935.60	$3.530	$2,756.93	$3,178.67	53.55%
	SKC	26,203	$0.000	$0.00	$3.530	$92,496.59	$92,496.59
	STU	99	$0.000	$0.00	$2.240	$221.76	$221.76
	STU	301	$4.740	$1,426.74	$2.240	$674.24	$752.50	52.74%
	WHS	6,979	$6.000	$41,874.00	$3.040	$21,216.16	$20,657.84	49.33%
	WHS	3,761	$0.000	$0.00	$3.040	$11,433.44	$11,433.44
	WHS	4,260	$3.730	$15,889.80	$3.040	$12,950.40	$2,939.40	18.50%
23.43%   Total cost Market value       Change $295,078.81   $364,206.01   $69,127.20

Share Investor Portfolio @ Share Investor Share Investor Portfolio: Value @ 5 December 2011 Share Investor Portfolio: Value @ 28 November 2011 Share Investor Portfolio: Value @ 18 November 2011 Share Investor Portfolio: Value @ 11 November 2011 Share Investor Portfolio: Value @ 4 November 2011 Full list of portfolio updates from October 2010 - 30 Dec 2011 (scroll down to the bottom of the post)   Steve Jobs Biography - By Walter Isaacson c Share Investor 2012