Thursday, March 14, 2019

Arvida Group Ltd: When to Buy




You could be forgiven for thinking Arvida Group has been stuck in a holding pattern since June 2018 but you can take off the table about 5 cents because that is the DIV and your just about within the range of where its been trading. So there's been no movement since then.

According to Moaningstar - I know but others in the industry say its around the same - it has a net asset backing of $1.15c.

That's relatively important because in its short history of about 4 years the stock hasn't gone below $1.10 (except when it was finding its feet in the first year when it dipped to .79c) and is unlikely to unless we have another stockmarket rort like we had 10 years ago or the housing market over corrects - which I have said is happening right now. Just beware of that one caveat - because if it does explode expect this share will come right back to under $1.

Having said that it is still worth accumulating because Simplywallstreet has this share at a discounted cash flow value of $3.98.

Its also paying a reasonable DIV of just over 4.23% net and trades at a p.e. ratio of 7.26.

So with this stock you can see quite a few possibilities. Ranging from .79c to the $1.30's range.

BUT it is a stock worth buying you just have to watch it closely - which i have over the last many, many months.

I will add to my current holding AND will severely if it slips wildly.

Keep cool till after the stock market closes. 

Trade/invest wisely.




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Wednesday, March 6, 2019

Fisher & Paykel Healthcare: Questioning



There's no doubt about it it FPH is definitely way overpriced.

Whether that's a symptom of the lack of quality stocks on the New Zealand market or whether is because of the hot fire underneath the company - it has been doing gang busters for a number of years - it all depends where you come from.

It tacked on well over $1 about 2 weeks ago when it mentioned to the markets that all bets were off and that the legal stoush FPH was having with RMD - Resmed - was over worldwide, so it is very sensitive to this kind of info.

No doubt the coming results out this May will be good and you have to understand that this legal brouhaha that is now over brings $20m pa in cash straight to the bottom-line.

So I think there is opportunity here for some short term gain of at least $2 per share from here for you short termer's and for us long termer's their is scope to pick some of these up during its weaker times - like the US/kiwi dollar cross going the other way.

So if you want to get some of that money back from that errant lawyer, give this a go.

Trade/invest wisely.


Fisher & Paykel Healthcare @ Share Investor

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FPH downgrade masks good performance



Discuss Fisher & Paykel Healthcare @ Share Investor 





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Wednesday, February 20, 2019

Share Price Alert : Contact Energy 13



You could have forgotten about this share since I recommended it back in Nov 2016 for $4.40 and all the way up to now - Contact Energy.

I personally would stick another 50c on it. I say this because it really has had a good year and this is set to continue. With a hefty/increased cash-flow this reporting.

This is set to increase for the next couple of years as well as surprises to the upside and surprises to the downside. But capital expenditure is way down on prior years.

This kind of reflects in the climb of the stock from around the 6 dollar levels over the last few months and will propel it - i think to over $7- before the next round of profit announcements in August.

So if your in for a lazy 50 or 60c get in and buy.




CEN @ Share Investor

Share Price Alert: Contact Energy 12

Share Investor's 2019 Stock Picks 
2018 Share Investor Stock Picks
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Contact Energy: Buy Now!
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Origin Energy asset stripping Contact Energy
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MarketWatch: Contact Energy - June 2009
MarketWatch: Contact Energy - Jan 2009
Contact Energy looks bright during dark times
Share Investor's 2009 Stock Picks
Follow the Monopoly Board


Discuss this stock at Share Investor  






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Thursday, January 17, 2019

Sky City: Buy



Sky City Entertainment is a strong buy at the moment.

Going down to $3.41c last week, its currently trading at $3.61c today.

It may go below the 52 week low of $3.41c it reached last week but if you want to load up on this stock before it sets records in 2020 you better get in now.

Reporting its profit result on the 14th Feb.



Sky City Entertainment Group @ Share Investor

Sky City: Turmoil in Market Brings Bargains

Sky City Entertainment Group Ltd: The Americas Cup
Share Investor's 2016 Stock Picks
Sky City gets the 2nd deal
Sky City Expansion: Adelaide Spreads on the Riverbank
Sky City to pay for National Convention Centre
Share Investor discusses Convention Centre proposal with CEO Nigel Morrison
SKC Convention Centre power-point slide illustrations & SKC submission to Auckland City Council
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



Discuss SKC @ Share Investor Forum





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