Friday, December 11, 2020

Pacific Edge Ltd: Put that six shooter away


Pacific Edge Ltd (PEB) is a doozy.

It has recently moved into the black for me over the last few weeks just based on a single valuation that has become aware to the market - Jarden. 

It made the stock move to 98c on higher VOL.

But I suspect that along with the fact that the product, CX Bladder, is starting to gain some traction in the US, that a lot of this recent trading is of the sharesies the robinhood generation who have come to expect short term gains without really studying something.

This is not the place for that discussion.

So why is PEB a doozy?

I bought into the company because i see a potential winner here - way above Jarden's $1.40 per share.

I have looked at it for about 3 years and only just purchased it about 3 months ago.

Its a doozy because in amongst this you've got all these young folk who are just bidding up the price this week for no good reason other than Jarden put a figure on it. 

Its not going to made a profit for another 3 years, from the company itself!!

So corral your horses and put your six shooter away.

Your in for, a relatively (not for me) long wait of 3 years.

Just be patient.



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Thursday, December 10, 2020

Share Investor's 2021 Stock Picks ;)


Normally i clear my mind and focus on next year.

This year, like 2020, i choose to go another way.

It has kind of run its course and ill tell you why if you be so kind to listen.

What is a stock pick but really an advert for yourself to pick whatever you want based on various methods.

I don't want to do that anymore, I see it as not helpful at all.

I would rather you pick the stock based on what you have learnt either through me or some other means - your "own" stock picks if you like.


I realize during this #covid19 period, it will be tricky to pick good long term winners.

BUT perhaps you can do the picking for once and i will listen - as i always do - intently.

I also got 6 of my 7 "might haves" right. The NZ dollar WILL weaken at some stage.

How will all my stocks do?

Well they did well this year. Pilling on about 30%. 

But don't get me wrong next year is a little bit more harder to predict - so i wont.

Except to say they are basically all over priced, due to there being little else for investors to pick over they are picking over what is already there for income.

But that's what you expect to see during this truly horrid period of Govt largesse. 

Next year we will see more of the same but a different year - 2021.



Love as always to Sophia & Jacks  💓



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Wednesday, December 9, 2020

Trevor Mallard: We just want him to go

Trevor Mallard: False rape accuser
Trevor Mallard: False rape accuser and bum. 

                   


It would be cruel to call Trevor Mallard a bum. 

He has never interested me at all, except his rudeness, lack of tact, hitting politicians and others and just general lack of self awareness has me drawn to him.

This time he has gotten away with something he did last year. He accused someone of rape who worked for parliament, got them sacked and publicly drawn through the mud.

Turns out this man didn't do it. 

When this man - quite rightly - got a payout, Trevor Mallard was conciliatory.

BUT what happed was that Trevor got his bills paid by you and me - including the payout which is censored to the public.

Furthermore he goes unrecognized as the person he is - he's a narcissist - in the eyes of the law. A person who tells the public's at large that "this man is a rapist". Hardly something that yours truly would be proud of.

Instead of facing a courtroom for the deep deep deep lies and untruths he spoke he is well and truly on the road to something else in the future.

On second thoughts he is a bum AND that's putting it mildly.


c Darren Rickard 2020








Friday, October 16, 2020

Mainfreight: $100 dollars and up




Mainfreight just had a recent profit upgrade of 23% this week with a promise of more to come.

When it reached $24 intra-day briefly back in March it pretty much never looked back and has climbed ever since to touch an all-time high of $53.90c.

The big buying was back in Feb by Fisher Funds then again when it plumbed the depths in March. So you must take that on board when considering any purchases of this stock. It has gone up on relatively little stock - one or two million most days with sort of pepper potting of $5-6m of turnover.

But things are a foot. Management is pleased with the results getting new clients and seemingly thriving in this covid period when others have wilted. I would expect nothing else. AND question management if things were to flatten off BUT it hasn't.

So i will make a prediction. I expect to reach that $100 a share mark in around about 5 years with around $6B in revenues.

In between times I expect the stock to come off the boil soon AND that's when to buy. Perhaps next year when we are kinda going to have to face the facts that we - New Zealand Inc - are well and truly ....ed and the markets will start rocking again.

Until then DYOR and careful out there, there is only one of YOU.