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I want to thank Halle Berry because without her this years picks would
have been more difficult. She helped be with a few stragglers.
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Well I'm going to do something different for next years stock picks. I'm just going to pick what I have in my portfolio - minus the weedy ones - and add what I think will be some goers for next year.
So this list is going to be a lot shorter than usual.
Ill start my begging at Sky City Entertainment SKC
This will finally be the start of many a fine year for this company. Many of the rules to relax gaming will apply and they all do so BEFORE the casino is ready to go.
Watch this start to climb from this year.
Fisher & Paykel Healthcare FPH is another pick, picked again last year, it improved substantially this year and will do again in 2016. Plenty of money being spent, new things being created and sold at less and less cost.
All this means good things if YOU are a shareholder.
Mainfreight Ltd MFT is well on track to deliver the goods in 2016.
Money has been spent on warehouses in Auckland, Hamilton, Christchurch, Brisbane, Melbourne, Los Angeles's and one other place I cant remember right now but trust me, they have shelled out the noodles, now they just have to bring them in.
Auckland Airport AIA, it delivered in 2015, it will again in 2016.
Ryman Healthcare RYM is of course a definite push for the entry doors as this keeps getting bigger and bigger. Ignore all broker conflabs about when to buy etc. Do your own research and find the time to get yourself involved.
Contact Energy CEN, get it while its under or close to 5 bucks. Its got a clear 3-4 years ahead as far as capital returns go and there maybe something up CEO Dennis Barnes sleeves.
Lastly pick Hallensteins Glassons HLG, You have to be PATIENT but you can pick it up and all day long its paying 10% plus.
And the best thing about it is that its NOT covered by analysts and brokers (surely two of the most painful words in the market-mans (see what I did there and I will do from now on) dictionary) So you can make your way without the bluff and bluster.
Its a good stock.
Now for two of the ones I don't hold.
Ebos Group EBO, value in this stock AT MUCH LOWER levels. Like in the 7-8 dollars. Good management.
Infratil Ltd IFT, I've been meaning to chuck a few shekels at you but you cant go wrong with their assets and the way the company is run.
Finally, something I see as a contender for M & A activity next year. Trustpower Ltd TPW. That's the one Dennis has his eyes on.
Told ya Id be biased. Well if I cant get behind my stocks and sell them who else is going to.
Pick these stocks on dips in their share prices-they ALL have dips.
The Warehouse WHS excluded because its just about dead the rest of my stocks are headed for the hills in the next couple of years...they will have paid for themselves and start paying me pure profit.
See you next year.
Darren
P.S. If you have your own picks put them down at the bottom.
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I think the WHS might have turned....
ReplyDeleteHey Darren, was wondering what your thoughts are on the latest Hallensteins trading update?
ReplyDeleteBeen thinking about buying at these low prices of 2.70-2.80, but not sure.....
Lets see how your tips are going so far for the 3 months to 17 March 2016
ReplyDeleteSKC 17%
FPH 8.5%
MFT 2.2%
AIA 22.3%
RYM 1.8%
CEN 4.8%
HLG (7.7%)
EBO 23%
IFT 1.9
Includes dividends.
That's pretty good ! Thanks for your tips and comments.
Hey.. I see. I missed this. Rafa, I honestly don't know, I just know I bought 10000 in the 2012 era and 4000 @ $4.40 this year @ $3.20 and im reasonably happy they know what they are doing. Been investing in this stock since 2004. $2.20 is about its low point. With almost a high of $6.
ReplyDeleteTo Anon. Missed ya buddy...
ReplyDeleteLets see how they are going as of 20 May 2016
Sky City Entertainment SKC 11 % plus a 10.5 cent div.
Fisher & Paykel Healthcare FPH 18.5 % plus a 9c div.
Mainfreight Ltd MFT 5.3% plus a 19c div.
Auckland Airport AIA 20.5% plus a 12c div.
Ryman Healthcare RYM 24% plus a 7c div.
Contact Energy CEN 9% plus a 13c div.
Hallensteins Glassons HLG, (18%) plus a 23 and 19c div.
Ebos Group EBO 9% plus a 28c div.
Infratil Ltd IFT 8% plus a 7c div.
Trustpower Ltd TPW 5.5% plus a 27c div.