Share Price Alert: Fisher & Paykel Healthcare Ltd 3

Fisher & Paykel Healthcare Ltd [FPH.NZX] is looking like a buy at the moment. On dividend alone its paying about 9% net! The dividend is safe so no need to worry about that. Trust me it looks safe from here with only currency traders keeping this swinging.

Watch for early swings in trading and the get in during the day. The morning is too tricky. Currently trading at $1.97 this really is a steal.

Get in on further weakness.


Thank you to all those who left comments some months ago, especially you Rafa.


Disc I own FPH shares in the Share Investor Portfolio



Share Price Alert Series

Pumpkin Patch Ltd 5
Fisher & Paykel Healthcare Ltd
Contact Energy Ltd 6
Fletcher Building Ltd 5
Auckland International Airport Ltd
Kathmandu Holdings Ltd 2
Mainfreight Ltd 3
Fisher & Paykel Healthcare Ltd
Fletcher Building Ltd 4
Fletcher Building Ltd 3
Port of Tauranga Ltd 2
Contact Energy Ltd 5
Ecoya Ltd
Contact Energy Ltd 4
The Warehouse Group Ltd 2
Contact Energy Ltd 3
Contact Energy Ltd 2
Xero Ltd 2
Pumpkin Patch Ltd 4
Pumpkin Patch Ltd 3
Hallenstein Glasson Holdings Ltd
Telecom New Zealand Ltd 4
Telecom New Zealand Ltd 3
Port of Tauranga Ltd
Freightways Ltd 3
Goodman Fielder Ltd 2
Freightways Ltd 2
Telecom New Zealand Ltd 2
Ryman Healthcare Ltd
Charlies Group Ltd
Fletcher Building Ltd 2
Contact Energy Ltd
Steel & Tube Ltd
Telecom New Zealand Ltd
New Zealand Stock Exchange Ltd
Mainfreight Ltd 2
The Warehouse Group Ltd
Pumpkin Patch Ltd 2
Hallenstein Glasson Holdings Ltd 2
Fletcher Building Ltd
Restaurant Brands Ltd
Mainfreight Ltd
Tourism Holdings
Goodman Fielder Ltd
Pumpkin Patch Ltd
Hallenstein Glasson Holdings Ltd
NZ Refining Ltd
Freightways Ltd
Xero Ltd

  

Fisher & Paykel Healthcare @ Share Investor

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Share Price Alert: Fisher & Paykel Healthcare Ltd
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Stock of the Week: Fisher & Paykel Healthcare Ltd
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Mondrian Investment Partners take stake in Fisher & Paykel Healthcare
Fisher & Paykel Healthcare: 2010 Full Year Profit rests on Foreign exchange movement
Long Term View: Fisher & Paykel Healthcare
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Analysis - Fisher & Paykel Healthcare: FY Profit to 31/03/09
Schroder Investment Management takes big Fisher & Paykel Healthcare stake
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Big Fisher & Paykel Healthcare trades a curious taleWhy did you buy that stock? [Fisher & Paykel Healthcare]
Drinking and Trading
Share Investor's 2008 stock picks
Fisher & Paykel: A tale of two companies
FPH downgrade masks good performance

Discuss FPH @ Share Investor Forum
Download FPH Company Reports





c Share Investor 2012

Share Price Alert: Briscoe Group Ltd

BGR 10 Year Chart

Briscoe Group Ltd [BGR.NZX] had an excellent 4th quarter sales result out on Thursday and sales for that quarter were up by almost double digit levels and profit for the 2012 full year, which is out in March, is set to be up by around 25%.

Clearly this is significant news and had an immediate impact on the share price taking it from $1.42 pre announcement to $1.50. The share price gave back 5c today to close at $1.45.

While the current share price is at 4 year highs not seen since late 2007, the stock is still at an attractive yield of over 9% gross, the company has no debt and $60-70 million cash in the bank and having a profit upgrade while other retailers, like The Warehouse Group Ltd [WHS.NZX], are suffering downgrades surely makes this retailer an exceptional one and the best operated listed retailer in New Zealand.

You can see in the 10 year chart above that this has not been a stock to buy for capital appreciation, reaching a high of over $2.75 nearly 10 years ago and never reaching even close to that ever since but it is well off its 2009 lows of just under 60c, so you would be buying at close to 3 year highs.

There could be pressure in the coming year on BGR's margins from its desperate competition but as I said above it is in good shape and I would buy at these levels as a yield play.

Buy on weakness if possible.

Further Share Price Alerts 

Disc: I own BGR shares in the Share Investor Portfolio


Briscoe Group @ Share Investor

Share Investor's Total Returns: Briscoe Group Ltd
Chart of the Week: Briscoe Group Ltd
Share Investor Q & A: Briscoe Group CEO Rod Duke
Share Investor Q & A: Put Questions to Briscoe Group CEO Rod Duke
Long Term View: Briscoe Group Ltd
Briscoe's Cash worth looking at
Whats on Rod Duke's shopping list?
Why did you buy that stock? [Briscoe Group]
Rod Duke's Pumpkin Patch gets bigger

Download BGR Company Reports

Discuss BGR @ Share Investor Forum - Register free

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c Share Investor 2012

Share Price Alert Series

The following are the full list of links for the Share Price Alert series of posts


Share Price Alert Series

Pumpkin Patch Ltd 5
Fisher & Paykel Healthcare Ltd
Contact Energy Ltd 6
Fletcher Building Ltd 5
Auckland International Airport Ltd
Kathmandu Holdings Ltd 2
Mainfreight Ltd 3
Fisher & Paykel Healthcare Ltd
Fletcher Building Ltd 4
Fletcher Building Ltd 3
Port of Tauranga Ltd 2
Contact Energy Ltd 5
Ecoya Ltd
Contact Energy Ltd 4
The Warehouse Group Ltd 2
Contact Energy Ltd 3
Contact Energy Ltd 2
Xero Ltd 2
Pumpkin Patch Ltd 4
Pumpkin Patch Ltd 3
Hallenstein Glasson Holdings Ltd
Telecom New Zealand Ltd 4
Telecom New Zealand Ltd 3
Port of Tauranga Ltd
Freightways Ltd 3
Goodman Fielder Ltd 2
Freightways Ltd 2
Telecom New Zealand Ltd 2
Ryman Healthcare Ltd
Charlies Group Ltd
Fletcher Building Ltd 2
Contact Energy Ltd
Steel & Tube Ltd
Telecom New Zealand Ltd
New Zealand Stock Exchange Ltd
Mainfreight Ltd 2
The Warehouse Group Ltd
Pumpkin Patch Ltd 2
Hallenstein Glasson Holdings Ltd 2
Fletcher Building Ltd
Restaurant Brands Ltd
Mainfreight Ltd
Tourism Holdings
Goodman Fielder Ltd
Pumpkin Patch Ltd
Hallenstein Glasson Holdings Ltd
NZ Refining Ltd
Freightways Ltd
Xero Ltd




Steve Jobs Biography - By Walter Isaacson

c Share Investor 2012

Sky City Entertainment Group Ltd: Convention Centre may mean significant gaming expansion

Artists impression of the Sky City National Convention Centre

News out during the last few weeks that Sky City Entertainment Group Ltd [SKC.NZX] may have negotiated a large increase in the number of gaming machines, tables and other concessions in return for building and funding a National Convention Centre for New Zealand and allowing it to significantly expand its revenues at the Auckland casino is clearly great news for investors. New Zealanders are also set to gain a valuable new addition to the landscape in terms of returns for surrounding businesses and opportunities for the country as a whole.

Lets have a look at how great things might get for us long suffering shareholders.

First of all a couple of negatives. $350 million in shareholder funding will be needed to build the convention centre and ongoing costs will be significant. Convention centres, as a rule, do not make money on their own, they are generally used to bring in foot traffic to other parts of a business or town to push spending in those areas.

This is where the positives for the casino may bear some fruit.

At present the company is restricted by law as to expansion of its gaming business in Auckland and indeed the rest of New Zealand so it has thus far been lowering business costs, debt levels and building attractions like a dozen more eateries and other peripheral gaming stuff to grow revenue and profit and that has been very successful under CEO Nigel Morrison.

Businesses all need to continue to grow though and with the company asking the National Government to allow them to increase the number of gaming machines by up to 1000 and increase the number of table games even agreement for a 25% increase in gaming will clearly be significant for the Auckland site and for shareholders as the vast bulk of group revenue comes from this one site.

Any increase in gaming machines is not going to be politically acceptable to the left, so SKC management are going to find any increase politically tough to push through but I am confident there will be some increase in the levels of gaming at Sky City Auckland.

While building and funding a massive new building at a time of global financial uncertainty is a huge risk. The risk for shareholders is worth taking though given the stagnant nature of revenues at Auckland. Extra foot traffic would boost gaming revenues at the site regardless of a boost in machine numbers so lets hope management have got their modelling right when they factor in the cost of the capital expense, ongoing running costs and the level of extra gaming there has to be to get an acceptable return for shareholders.


Sky City Convention Centre @ Share Investor

VIDEO - Sky City Entertainment Group : Parliamentary Question related to Convention Centre
Sky City to pay for National Convention Centre
Share Investor discusses Convention Centre proposal with CEO Nigel Morrison
Sky City Convention Centre Expansion a Money Loser: Part Two
Sky City Convention Centre Expansion a Money loser
SKC Convention Centre power-point slide illustrations & SKC submission to Auckland City Council

Sky City Entertainment Group @ Share Investor

Share Investor's Total Returns: Sky City Entertainment Group Ltd
Sky City Entertainment Group Ltd: Presentation to Macquarie Group
Morningstar Revalues Sky City Entertainment Group
Guest Post - Michele Hewitson Interview: Nigel Morrison
Failed Sky City bid for Christchurch Casino good news for Shareholders
Sky City Entertainment Group Ltd: Christchurch Casino bid falls short of Investment Criteria
Sky City Entertainment Group Ltd: Never mind the width feel the volume
Sky City Annual Meeting & 2011 - 2012 Profit Forecast
Stock of the Week: Sky City Entertainment Group Ltd
Sky City set to lose National Convention Centre bid
Sky City Entertainment Group: Australian Acquisition on the Cards?
Sky City Entertainment Group Ltd: 2010 Full Year Profit Analysis
Sky City Entertainment Group 2010 Full Year Profit Preview
Chart of the Week: Sky City Entertainment Group Ltd
Share Investor discusses Convention Centre proposal with CEO Nigel Morrison
Share Investor Q & A: Sky City CEO, Nigel Morrison
Sky City Entertainment: CEO Nigel Morrison discusses 2010 HY
Sky City Convention Centre Expansion a Money Loser: Part Two
Sky City Convention Centre Expansion a Money loser
Sky City Entertainment Group Ltd: Download full Company analysis
Sky City 2010 full year profit looking good
Long Term View: Sky City Entertainment Group Ltd
Sky City Entertainment: CEO Nigel Morrison discusses 2010 Half Year
Sky City Entertainment Group 2010 Interim Profit Review
Sky City to focus on Gaming
Sky City debts levels now more manageable
Insider Trading on Sky City shares
Sky City Profit Upgrade: Always on the Cards
Sky City's Current Cinema "Boom" a Horror Story in Disguise
Stock of the Week: Sky City Entertainment Group
Are Insiders selling Sky City Stock?
Sky City Entertainment 2009 Interim Result Preamble
2008 Sky City profit analysis
Sky City share offer confusing and unfair for smaller shareholders
Sky City Entertainment 2008 Full Year profit results , NZX release, 2008 full year presentation, result briefing webcast, financial statements
Sky City 2008 profit preamble
Sky City outlines a clear future plan
As recession bites Sky City bites back
Sky City Assets: Buy, sell and hold
Why did you buy that stock? [Sky City Entertainment]
Sky City Share Volumes set tongues wagging
Sky City half year exceptional on cost cutting
NZX Press release: Sky City profit to HY end Dec 2007
Sky City Cinemas no Blockbuster
Sky City Entertainment share price drop
New Broom set to sweep
Sky City Management: Blind, deaf and numb
Sky City sale could be off
Opposition to takeover
Premium for control
Sky City receives takeover bid
Sky City Casino Full Year Profit to June 30 2007
Setting the record straight
Sky City CEO resigns
Sky City Casino: Under performing
Sky City Casino 2007 HY Profit(analysis)
Sky City Casino 2007 HY Profit


Discuss SKC @ Share Investor Forum
Download SKC Company Reports




Steve Jobs Biography - By Walter Isaacson

c Share Investor 2012