Thursday, January 7, 2016

AIA: To Buy Now Or Not To?

Airport_Low

Would you buy Auckland Airport shares right now?

That is a very good question considering the first half profit will be announced next month you would have to say leave it to the other side of this announcement.

You would also have to say what about China whats it doing?

Well as far as the announcement is concerned that is going to be a good one for share holders - north of $80 mill for the half and that is more than likely going to boost the share price to past $6.

So the second question is worth looking at because it is a good one.

Is it worth waiting until the shite hits China then buy up or risk the share going up in price.

I bought my shares at 1.70, 1.50 and - 1.90, I think. I bought the during the depths of the great recession and they have turned out to be by best investment.

They have returned over 600% and my only regret is that I didn't buy 40,000.

SO, what are they going to do?

Well I can give you two pieces of advice because you are the one putting money on the line.

You can buy now with the inevitability that you are going to see similar returns (over 600%) or be patient (or if you think the China thing is another bubble you wont have to wait long) and wait it out till the stock-market has a correction (its not overvalued if you compare the income your getting from stocks to interest from the bank/having an investment house but long term it is overvalued on P.E ratios and a number of other financial ratios. )  

I going to stay shtuck (my google dictionary says that is not a word)on this for now and let you decide.


Whatever your decision it will be interesting.



AIA @ Share Investor

Share Investor Q & A: Auckland Airport's Simon Moutter

Auckland Council look set for a Auckland Airport Takeover
Auckland City Council new AIA Policy Doc
Make me an offer I cant refuse: Auckland International Airport Ltd
Long Term View: Auckland International Airport
VIDEO - Simon Moutter on Australian Airport Purchase
Auckland Airport Capital Raising a fair call
Auckland International Airport lands Australian Ports
What Infratil sale of Auckland Airport stake means
Is another Auckland Airport bid likely under a business friendly Government?
Latest Airport coverage
Cullen's move on Auckland Airport has far reaching effects
Cullen's move on AIA tax plan Anti-Business
AIA profit stays grounded
Softening opposition to CPPIB bid for AIA
Directors of AIA bribe brokers not to sell
What is Auckland Airport worth to you?
Second bite at AIA by CPPIB might just fly
AIA new directors must focus on shareholders
Auckland Airport merger deal nosedives
The Canadians have landed
AIA incentive scheme must fly out the window
Government market manipulation over AIA/DAE deal
DAE move on AIA: Will it fly?


Queenstown Airport Buyout @ Share Investor

Queenstown Airport: Queenstown Airport Update
Auckland Airport CEO on Queenstown Airport Fracas
Queenstown Airport: Court Case looks set to Drag
Queenstown Airport: Loud Voices & Loyalty
Queenstown Airport: Air New Zealand's Crocodile Tears
Queenstown Airport: AIA purchase good Long-Term but will cost shareholders Short-Term

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Tuesday, January 5, 2016

Sky City: Time to Show Your Hand - and Our Money.

Image result for sky city hotel

Nigel Morrison must be in two minds at the moment.

On the one hand we are doing well, on the other he is about to change the look of the company forever.

What is he doing with our money?

I say our money because it is our money.

Shareholders.

Their hand has been pretty much shown in the fact that 1 billion plus has been laid out and the first of the returns from it are about to come in this reporting period of Feb 11 2016.

I was reading the 3 quarters year about revenue and profit in October 2015 (cant remember where but I read it) and I read that Nigel Morrison was "extremely satisfied" with results. That's accountant speak for seriously happy - so were in for a good result.

What well look for is some serious revenue increases in Adelaide, Auckland, Hamilton, Queenstown and perhaps Darwin.

The accompanied figures will be the profits. They must show an increase and a propensity to increase as money is spent (the part I mentioned above - 1 billion).

They should continue to increase from here (with a few ups and downs).

I'm not sure were the additional tables games and slots come into play - they could be there already - so we could just start in the new year.  



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


Sky City Gaming: Morningstars look at Sky City's gaming
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






The Intelligent Investor: The Definitive Book on Value Investing. A Book of Practical Counsel (Revised Edition) (Collins Business Essentials)The Intelligent Investor: The Definitive Book on Value Investing. A Book of Practical Counsel (Revised Edition) (Collins Business Essentials) byBenjamin Graham
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Saturday, January 2, 2016

Fisher & Paykel Healthcare; 2016 : A Time to Spend


The blue and white breathing circuit, made by Fisher & Paykel.


Fisher & Paykel Healthcare.

Well,  the first thing you can imagine is I hope as a share it does well.

I do.

Secondly you would have to hope it does well as a company.

I do.

I have so much faith in this company and I will tell you why.

They have put lots of money into research, approx.70 million in 2015 and even more in 2016. That is the secret to their success, by continuing to use money made in the business, they provide an even greater return.

As long as they do this and never ever cut back on money put into the business it will continue to do well.

However if you see money put into research as a percentage of revenue lower, it wont take much longer than 16 months to 2 years before you start to see things go the other way.

So its important that you watch the bottom line.



Fisher & Paykel Healthcare @ Share Investor

Share Investor's 2012 Stock Picks
Global Market Sell-Off Stocks: Fisher & Paykel Healthcare
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Resmed kicking Fisher & Paykel Heathcares butt?
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I'm Buying: Fisher & Paykel Healthcare Ltd
Share Investor's Total Returns: Fisher & Paykel Healthcare Ltd
Share Investor's 2011 Stock Picks
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Long VS Short: Fisher & Paykel Healthcare
Big Fisher & Paykel Healthcare trades a curious tale
Why 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





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Friday, January 1, 2016

Keep Trading




Well last year was another fine one for the 1) Portfolio.  2) See an update of Portfolio.

It was up considerably.

This year is going to be about the 2 halves - it always is - the winners and the losers.

Me thinks this year is going to be great for the New Zealand market and the U.S.

Asia and Europe and Russia will just bounce around under Govt regulation.

We just have to trade and continue to trade.

It is to the benefit of all nations developed and developing to let its individual's trade for that is how they can strive to become rich.

So I say 2016 is the year of getting Govts out of the picture and letting individual's seize control.

Piss off.






The Intelligent Investor: The Definitive Book on Value Investing. A Book of Practical Counsel (Revised Edition) (Collins Business Essentials)The Intelligent Investor: The Definitive Book on Value Investing. A Book of Practical Counsel (Revised Edition) (Collins Business Essentials) byBenjamin Graham
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The Essays of Warren Buffett: Lessons for Corporate America, Fourth EditionThe Essays of Warren Buffett: Lessons for Corporate America, Fourth Edition by Warren E. Buffett
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