Hallensteins Glassons : A 10 dollar share?

 

Hallensteins Glasson is about to spike, in my opinion or should I say deserves to ascend.

It is a company I know well. A company I have been in and out of as the fortunes of it seem to have always followed the economy. Up and down.

The brilliant thing as of late - the last 10 years and especially the last 2 have been really quite good for this retailer. Increasing profits and sales $34.5 m and $435m respectively.

It has a 10% + increase in sales to date.

It has no debt - that's important because it allows them to be nimble and change fast should they need to. AND they have.

It has expanded into Australia to the point it is now bigger than its home base. Importantly it has kept an eye on the margin and safe to say what has been the harbinger of doom for many Ozzy retailer has not hampered the growth of Glasson's in Australia - most of the growth comes from this area.

It has been around since the late 1870's and is not about to go away.

I have had the current crop of shares since 2015 and they have done me well. At current prices it gives about a 7% return.

This is based on yesterdays share price of $7.49c.

Obviously it is up to you to do some research BUT there's growth to come and I see the share price start to reflect that.

It is thinly traded - meaning there are significant rises and falls of this stock based on a lot of things.

Now go to it!!

Hallenstein Glasson @ Share Investor


Hallenstein Glasson: What Do I Do?
Hallenstein Glasson: Sold By Days End?
Share Price Alert: Hallenstein Glasson Holdings Ltd 3
Share Price Alert: Hallenstein Glasson Holdings Ltd 2
Share Price Alert: Hallenstein Glasson Holdings Ltd
Hallenstein Glassons Ltd: Should I stay or should I Go?
Mixed Retail Outlook
Long Term View: Hallenstein Glasson Holdings Ltd
The History Of: Hallenstein Glasson Holdings Ltd
Hallenstein Guidance not indicative of wider retail recovery
Stock of the Week: Hallenstein Glasson
Hallenstein Glasson Australian expansion needs expert execution
Why did you buy that stock? [Hallenstein Glasson]

Discuss HLG @ Share Investor Group 


c Share Investor 2024

Hallenstein Glasson: To buy or not to buy that is the question?

Images from Hallenstein Glasson.

I'm not going to tell you to buy or sell Hallensteins Glasson (HLG) shares cause that's not what I'm about. I'm merely going to tell you why the market has got it wrong yesterday - it sold HLG shares down 28c on VOL of $788,000. Quite significant for this share because it usually only trades about $100,000 shares on a good day. What I'm going to do in the light of results coming out yesterday is give you a case for and against. Remember I have been following this share for 20 years and I have traded in and out of this puppy quite successfully and currently hold 30000 which currently "owe me" about $NZ 7000. The next reporting date on March 25 they will owe me nothing. I will in effect own them for nix.

Anyway back to results out yesterday. Even without HLG being mucked around with by both the New Zealand and the Australian Govts last year and this year trading under extreme circumstances we have seen sales only impacted by 6.2% down. That’s pretty special and put that down to the fast increasing online sales which comprise a third of companies sales. This is special because HLG has only really been a significant sales driver in the last 2 or 3 years where online sales have increased from 10% to the 33% it is today.

This is only impacted more by increased operating costs - logistics and the like - due to the current refusal of the govts - on other side of the Tasman - to recognize the science of this “sniffle” that we have been going thru.

But this to shall pass - if you are a trucker you have my support. Literally.

Let me go back to my and Hallensteins history a bit. I have been following this stock for 20 years and have researched it well.

It has always been a cyclical stock. I have picked it up anywhere between $2 bucks and $5.80c. Heaps of people have owned it. Australians got in a few years ago and bought up large and then exited - they lost money on it. 

A few years ago the company got the Glasson's part of the relationship right and since then - apart from March 2020 - it has been trading over 6 bucks and $7.00 at one stage. The company looks like they continue to get Glasson's right and they have grown sales substantially - almost double what it was. Previously it had been traded between $2 and about $4

You have got to understand this company and it’s shares and how they trade perhaps more than any other listed share on the NZX. Because they are tightly held. AND usually thinly traded. One person owns about 20% of this stock and many others who have been shareholders in this company have held stock “forever” because they realize and value for during its many ups and downs.

I will dip my toes back in when/if the share has a 5 in front of it. That is possible. The market doesn't know how to value this stock and that's fine by me!! Its much more interested in the "larger cap" stocks. Obviously this stock can be bought in a large range of prices depending on the day and the frequency of trades. Especially right now where there's "uncertainty" whipped up by misunderstood "journalists".

It doesn’t carry any debt. Never has and has been a good payer of Divs since it listed back in 1947. It has operated over 3 centuries and has negotiated many many changes. I think it has the change right so to speak.

Better on the down low - where Hallensteins comes from - it is conservative with a capital C. Conservative in its management of the company, conservative in what it has to say to the market. In every aspect of the business. Conservative. I LOVE that.  

May you come to your own conclusion on this company.

Happy trading/investing

DYOR.

c Share Investor 2022

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?

• CEN - Contact Energy Ltd
• FPH - Fisher & Paykel Healthcare Ltd
• HLG - Hallensteins Glassons Ltd
• MFT - Mainfreight Ltd
• PEB - Pacific Edge Ltd
• RYM - Ryman Healthcare Ltd
• SKC - Sky City Entertainment Group Ltd

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.

Addendum: I have to add 2 stocks to my portfolio. 2 stocks I have not owned before. Spark and Scales. Spark because they have that 5g thing which probably will take off this year and while you wait you will get paid over 5% pa. 

Scales because they have the package. Conservatively run www.scalescorporation.co.nz and on sale at the moment. AND there's rumours of Scales being the front runner for Villa Maria wines.

Love as always to Sophia & Jacks  💓

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c Share Investor  2021

Why Hallensteins has the Advantage over Everyone Else

Hallensteins Glassons - HLG.

You know it's a well run company - I'd say the best company of its type anywhere in Australasia.

It does not have any debt and has cash in the bank. Whatever challenge it faced up to in its over 140 years of existence it has overcome that. Covid 19 will be no different.

In the area it operates in one thing is clear. The weaker competition is falling - including the recent influx of overseas brands.

Once a couple of these have got the tail between their legs and scuppered, from this part of the world or entirely - they all hold far too much debt. Hallensteins will be there to mop up the peices AND have far less competition!!

So Hallensteins will be planning right now to change, just how much change is up to conjecture but they will probably change anyway. Their online store is just one feature. The only change down at Hallensteins HQ will the fact that Covid 19 is just another one of those changes of a long list they been through before. 

One thing I constantly am appalled about and that is the comparions made between the economic fallout  from Covid 19 and the Great Depression.  It is by no means as serious as the Great Depression and is not likely to be unless something goes horribly wrong - that whole Great Depression/Recession thing annoys me. We have got a long way to go before we stoop to the depths of depravity those poor souls had to suffer - So Hallensteins passed the Great Depression.

Hallensteins will come out of this - Covid19 - in the same way. The way they have come out of the rest of the calamities than have befallen them. With a new approach to doing business.

For without that new approach combined with the old fashioned attitude towards debt Hallensteins Glassons Group would be yesterdays toast.

Now im no expert at share prices. I just know a great company when i see one. This little puppy plumbed the depths of about $1.80c just a couple of weeks ago. Right now its up on hope - its doubled in price to about $3.60c - hope that things will get started again - soon.

You could buy today or take your chances and buy on the bad news. Because there is more bad news - none moreso than any other stock on the nzx.com - to come with this stock.

DYOR.

  

Hallenstein Glasson @ Share Investor


Hallenstein Glasson: Buy
Hallenstein Glasson: What Do I Do?
Hallenstein Glasson: Sold By Days End?
Share Price Alert: Hallenstein Glasson Holdings Ltd 3
Share Price Alert: Hallenstein Glasson Holdings Ltd 2
Share Price Alert: Hallenstein Glasson Holdings Ltd
Hallenstein Glassons Ltd: Should I stay or should I Go?
Mixed Retail Outlook
Long Term View: Hallenstein Glasson Holdings Ltd
The History Of: Hallenstein Glasson Holdings Ltd
Hallenstein Guidance not indicative of wider retail recovery
Stock of the Week: Hallenstein Glasson
Hallenstein Glasson Australian expansion needs expert execution
Why did you buy that stock? [Hallenstein Glasson]

Discuss HLG @ Share Investor Group 


c Share Investor 2020

Share Investor's 2020 Stock Picks ;)

We have cut back on expense for next years "pick".

Welcome back to the stock picking monkey for 2020's.

This years picking is a little diff in that there will be no stock picks.

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.

The following para is an addendum. 

Except perhaps one stock - ill let you do the research - which I see as highly undervalued and that is where perhaps stock pickers come into their own picking undervalued stocks. I am going to pick one. Sky City Entertainment. It is ripe for the picking. Anything that you can buy at less than $4 is a steal. Hope I picked well Cameron Boyd ;0

So let me finish this year by thanking everyone for joining up at Share Investor and Ill finish on about what might happen next year. 

I see President Trump playing a big part in many portfolios - surprise, surprise.

I see the NZ dollar weaken.

I see bull markets to continue based on what we know so far and other indicators that are too numerous to mention.

I see interest rates drift lower (see above)

I see oil start to rise.

Gold the same.

Property in Auckland - rise. (Any monkey can pick that!)


Love as always to Sophia & Jacks  💓

Share Investor's Annual Stock Picks

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c Share Investor  2019

Hallenstein Glasson Holdings: Winter Surprise?

Hallenstein Glasson last recommended here in Jan has taken the 20 net div off and retreated somewhat in its share price.

I cant work out what this share is going to do in terms of share price except to say ill give you some of my feelings on the matter if you were going to buy this company right now.

The all important US/kiwi cross is about the same, inventory is crisp and buying is on key.

What is not apparent, yet, is what the consumer is going to do, and how that will develop along with winter temps.

Hallensteins has been hurt before by mild winters, so what is needed by the group to get the ultimate shot is a good winter all over the country AND it has happened before.

So as far as the winter is going, well it is starting to look good. It is getting cooler than usual for this time of year - in Albany.

Where does that leave the share prince for an opening?

Well I am picking weakness - not unusual for this time of year - so a pull back to the early $4.20's wouldn't be a surprise and if there's anything unusual going on, HLG management will bluntly let us know, they always do.

Either way don't forget that this is the number 1 payer of divs on the NZX. Currently paying over 9 % pa net.

AND its showing a lot more buying interest over the last year - a lot.

Trade/Invest wisely.



Hallenstein Glasson @ Share Investor


Hallenstein Glasson: Buy
Hallenstein Glasson: What Do I Do?
Hallenstein Glasson: Sold By Days End?
Share Price Alert: Hallenstein Glasson Holdings Ltd 3
Share Price Alert: Hallenstein Glasson Holdings Ltd 2
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Hallenstein Glassons Ltd: Should I stay or should I Go?
Mixed Retail Outlook
Long Term View: Hallenstein Glasson Holdings Ltd
The History Of: Hallenstein Glasson Holdings Ltd
Hallenstein Guidance not indicative of wider retail recovery
Stock of the Week: Hallenstein Glasson
Hallenstein Glasson Australian expansion needs expert execution
Why did you buy that stock? [Hallenstein Glasson]

Discuss HLG @ Share Investor Group 



c Share Investor 2019

Hallenstein Glasson: Buy

Well I've come from my holidays with an overwhelming sense of wanting to spend some money on something.

Primarily because its been a rather good Christmas and things are looking up for the New Year.

What am I looking at?  

Hallenstein Glasson.

Its currently trading at $4.20c but was trading at $6.30c in Sept of last year.

Currently its is trading on a healthy 10% + yield and is currently got a P.E. Ratio of 9.15%.

The company also has no debt and millions in the bank.

As far as the market is concerned nothing has changed... the market thinks it has changed though.

What has changed? 

Well the market has gotten nervous over Trump.

Nothing to see here.

The US/NZ $ has changed? 

Not really, they have fixed their currencies for some time. That will probably happen towards the end of the year.

The only change have been indications that sales could be down.

Nothing from the heads of Hallenstein Glasson until latter on this month or next (nobody knows).

So if you've got a spare few shekels left after Christmas you could be in for a bright spot latter on this month or next if you plunk them down now.

You could get this one for under 4 bucks.

DYOR.



Hallenstein Glasson @ Share Investor

Hallenstein Glasson: What Do I Do?
Hallenstein Glasson: Sold By Days End?
Share Price Alert: Hallenstein Glasson Holdings Ltd 3
Share Price Alert: Hallenstein Glasson Holdings Ltd 2
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Hallenstein Glassons Ltd: Should I stay or should I Go?
Mixed Retail Outlook
Long Term View: Hallenstein Glasson Holdings Ltd
The History Of: Hallenstein Glasson Holdings Ltd
Hallenstein Guidance not indicative of wider retail recovery
Stock of the Week: Hallenstein Glasson
Hallenstein Glasson Australian expansion needs expert execution
Why did you buy that stock? [Hallenstein Glasson]

Discuss HLG @ Share Investor Group 



c Share Investor 2019

Hallenstein Glasson: What Do I Do?

Hallenstein Glasson Holdings Ltd is a stock I haven't looked at here since Jan 23 2017.

In case your wondering I now operate from here.

I have owned this particular stock this time for 7 years.

I write this particular column this time because of the recent rise in share price from just under 4 bucks at the beginning of the year to finish yesterday at $6.03.

People like me have loved this stock for years. It is well run by a bunch of penny pincers and has no debt.

As of writing its still paying a net 6.23 % div, which is the MOST on the New Zealand market.

It looks like it is finally making head way and they have got all their ducks in a row.

Online they are doing exceptionally well and Glassons and Hallensteins, their two brands have not really done any better.

They have in fact got a mate who is buying up Hallensteins shares 1a for the past 3 weeks and he now owns - buy my calculations - around 10% of outstanding shares. 

Which makes him the 2nd largest shareholder after Tim Glasson.

I own this stock because it pays me well over a 20% pa return and I have no problem keeping it.

You would have to give me somewhere north of $7 bucks to get rid of it.

You would own it first for its still good return and for the fact that some other chap about 2000 miles from here is interested too.

DYOR. 



Hallenstein Glasson @ Share Investor


Hallenstein Glasson: Sold By Days End?
Share Price Alert: Hallenstein Glasson Holdings Ltd 3
Share Price Alert: Hallenstein Glasson Holdings Ltd 2
Share Price Alert: Hallenstein Glasson Holdings Ltd
Hallenstein Glassons Ltd: Should I stay or should I Go?
Mixed Retail Outlook
Long Term View: Hallenstein Glasson Holdings Ltd
The History Of: Hallenstein Glasson Holdings Ltd
Hallenstein Guidance not indicative of wider retail recovery
Stock of the Week: Hallenstein Glasson
Hallenstein Glasson Australian expansion needs expert execution
Why did you buy that stock? [Hallenstein Glasson]

Discuss HLG @ Share Investor Group 




c Share Investor 2018

Share Investor's 2018 Stock Picks

Once again I got my girl Halle on the case and together we came up with these here stock picks for 2018.

Well, like other years this one has been a doozy for stocks.

From 6862 to just a tick over 8150 to this very day, the index has done well but you have to look out for the signs - if unlike me you tend to sell your stocks "high" at first glance of everything going to rack and ruin. AND what I have dear reader is very little idea of that.

I just tend to buy when everyone else is selling and when specific stocks are looking like a bargain.

What I also have to add, once more is the Trump factor this time we are looking at the tax cuts. I do mean TAX CUTS. These have passed the first - and biggest - hurdle and if they are to be passed before Xmas as Trump promises all bets will be off.

Depending on when the tax cuts happen - many say at the beginning of 2019 - investors are likely to see the likes of Apple, Microsoft and a whole host of other US institutions look to bring home their billions courtesy of tax cuts approaching 100%.

If they do come down in tax cuts favour the US and the rest of the world are in for an influx of capital wanting to go somewhere.

I'm guessing some of it will come back to share holders.

Crossing my fingers for US politicians to see sense. 

You'll see picks mainly from my portfolio as that is all I know. None from Australia this year because I don't have the time and two listed on the Nasdaq because the two I have picked I have picked before but this time for different reasons.



Listed on the NZX



Mainfreight Ltd
[MFT.NZX]


With profit up slightly this Nov and things a bit patchy in the USA and Asia there is room for improvement for MFT.

The USA/Asia are tough nuts to crack and i'm sure we're going to have to put up with perhaps a further 5 years before things are corrected and infrastructure is large enough for Mainfreight to pursue good growth.

Remember they are mere minnows in these 2 markets. They are actually minnows in every area they operate in except down here in Australasia were they are the biggest in NZ and getting bigger in Australia.

MFT say they are due for a large increase in profit for the second half, that may or may not be the case but already USA and Asia are seeing some good gains in Sept/Oct this year.

This could be got much cheaper if you wait.

Im sure you will get it at the price you are prepared to pay for it.


Mainfreight @ Share Investor

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Sky City Entertainment Ltd
[SKC.NZX]





Sky City Entertainment Group Ltd [SKC.NZX] is starting took look like a steal right now. The profit has been flat this year and in fact it has been pretty non-existent for the last few years and it has been a way back when levels of returns were exponential - were talking the mid 2000's when it had its heyday. 

I know I've said it before last year and the year before that and probably before that but I cant believe it is trading at current levels.

I guess its pre - 2019. That is pre current levels of development starting to come on-stream.

I believe it will make a comeback in the 2019 - 2020 year and in the meantime people are struggling over what to do.

I believe the share price wont get much cheaper than current levels and that ramping up on both sides of the Tasman - don't forget about Adelaide you should see the price start to appreciate.

I have the largest shareholding of this stock in the Portfolio and in my humble opinion this is the buy of 2018 - get it while its cheap.


Sky City Entertainment Group @ Share Investor

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Discuss SKC @ Share Investor Forum Register free




Fisher & Paykel Healthcare 
[FPH:NZX]



Fisher & Paykel Healthcare Ltd [FPH.NZX] share price has had a bomb under it for the past couple of months.

It has gone from about $11.50 in Sept and just a couple of weeks ago it was trading at an all-time high of $13.88. 

To be sure it is way overvalued and I personally wouldnt get involved in anything until approaching under 5 or 6 dollars and i'm waiting but unsure as to whether it will be approaching those levels anytime soon but i'll cross my fingers. 

Fisher & Paykel will be added to the MSCI Index on Nov 30 so one could imagine that index watchers will be filling up soon - or perhaps they already have to a certain extent with very large volumes traded and they are international purchases.

To be sure the profit announcement some days ago had a deleterious effect on the share price - I don't know why, there were no surprises in the result and growth rates approaching 15% - perhaps shareholders were expecting more?

But once again i'm happy to continue holding with many, many patents to come through and increased spending on R and D keeping this shareholder more than happy.

Should you buy more hoping for a lift before inclusion in the MSCI Index?

If you want to take the chance and make a move before they do, you only have many more years of growth ahead but ill think they'll take a tumble making the shares a better bargain than they already are.

Good luck. 



Fisher & Paykel Healthcare @ Share Investor

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Discuss Fisher & Paykel Healthcare @ Share Investor Forum - Register free 




Ryman Healthcare 
[RYM:NZX]


Ryman Healthcare [RYM:NZ] had a good half year 2 weeks or so ago and the share has packed on nearly 10% to be at record levels.

It has been notably vacant in the news for 3-4 years - and quite frankly that's the way management like it.

While this vacancy has occurred the company has doubled in size and their making sites all over New Zealand and Australia their own as they ramp up towards 20000 residents within 5 years and more as time goes on.

I really don't have much more to say about this stock except to watch closely and buy when it goes down and stay away when the opposite occurs. 



Ryman Healthcare @ Share Investor

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Discuss Ryman Healthcare @ Share Investor Forum - Register free 


Hallensteins Glassons
[HLG.NZX]




Hallenstein Glasson Holdings Ltd [HLG.NZX] Is a stock that has had a tough couple of years but it is making a comeback.

Its latest protfit result has been good and they had a market update last week that looked really good.

It is getting its ducks in a row and looks to be growing sales and margins in a market that is highly competitive in this part of the world - Australasia. 

It really is an important stock in this portfolio as it returns 15% plus and this only increases as the years pass.

Were looking at next year returning in excess of 30'c a share, some say much greater than that.

Whatever the Sept 2018 reporting returns we will see this stock heading upwards of $4 per share as it eases into reporting season when this kicks off for this stock in March 2018.

If I had some dosh I would plunk it down on this all the way to $ 4.50



Hallenstein Glasson @ Share Investor

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Hallenstein Glasson Australian expansion needs expert execution
Why did you buy that stock? [Hallenstein Glasson]

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Contact Energy Ltd
[CEN.NZX]



Contact Energy Ltd [CEN.NZX] is a stock much like Hallensteins before it, its a good Dividend stock. It also been in a bit of a lull over the last year.

I have been buying it in the $4.40-4.50 range this year and I been tempted but as I say in previous commentary above my lawyer gets the excess div's to look after young Sophia and 2018 looks to be a changing year on that front.

Back to Contact.

It still looks kinda attractive with div's in excess of 6% and increasing dividends next year due to a change in Contacts capital structure - a positive change.

Add this to the company being worth in excess of $3.20 Net Tangible Assets and you get quite an upside.

I would buy this up to $6.40 as it looks set to begin, it already has actually, a hot, dry summer.

Make hay while the sun shines. 


CEN @ Share Investor


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Auckland Airport Ltd
[AIA.NZX]



Auckland International Airport [AIA.NZX] Really is an exceptional stock it has returned me over 1400 per cent.

That is in the past.

We need to look towards the future and the future looks incredibly bright.

Years and years of uncluttered growth, unhampered by competition.

That what I like is the fact that the Airport doesn't have competition and won't have any competition while i'm alive.

Their latest profit result back in August was yet another stellar result and funnily enough the share price has retreated. 

I bought some more at around $7 bucks - $6.80 odd now that div's are included.

Its gone back to just above 6 bucks from a high it reached earlier in the year of $7.70 odd. Its currently trading around $6.50.

So you don't have to be Einstein to figure out you should be watching this closely hoping for some more weakness in the share price.

Watch for some weakness soon so get your finger ready to buy at anything under $6.50. 

I say soon but also watch for it to rise as stories come out in the media about the Airport being busy during holidays because that usually has the opposite effect.

Travel wisely.  


AIA @ Share Investor

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Tourism Holdings Ltd
[THL.NZX]

Tourism Holdings [THL.NZ] has been on my watch I list for about a year now.

I used to own it in the Portfolio but there a difference this time - now the Chinese are sniffing around.

They have bought up around 11% of the company over the last 2-3 months and my guess is that they will buy more.

Now this particular share isnt going to form part of The Share Investor Portfolio for too long - it is a speculative share.

I bought this particular share @ $5.03 and see some value in this all the way up to $5.53.

I intend to exit this share at around $6 so you should be watching for some weakness.

This particular share is open to move to all sorts of information that comes out in the media - like a lot of shares - but this one is particularly sensitive to monthly tourist numbers, petrol price rises, tourist taxes that sort of thing.

Buy carefully - just a few weeks back this share was going for $4.70-80 range so you could get it that low.

Whatever you feel comfortable with.



Tourism Holdings @ Share Investor

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2011 World Cup Fever

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EBOS Group Ltd
[EBO.NZX]




This particular stock has been on my radar for more than 10 years - its always been too "expensive".

I have never owned it.

And I want to own it because it is well run company with folk at the top truly believing that they are the best at what they do. 

Perhaps i should just plunk down some dosh when it gets slightly cheaper because it does from time to time come down in price by $1 here and there.

Perhaps I should wait for some financial crises - yes it will happen again - and that is probably what I will do.

Until then put this one on your watch list and wait - patiently.



EBOS @ Share Investor
Long Term View: EBOS Group Ltd

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Nasdaq


Apple INC



Apple is the stock that is most coveted in the World - simply because its worth the most.

That is simply the reason why the stock is a screaming buy.

It is the one reason Donald Trump probably will pass those tax cuts and this will allow mum and pop to get a share of the 10's of billions of dollars of money that Apple has stashed in accounts overseas.

The money is wanted by the shareholder, is demanded by some and is quite frankly needed by some folk who have been long suffering shareholders who have built this stock up to never before seen levels.

Without this "Trump" factor involved before Xmas - this stock wouldn't be here on this blog.


YUM! Brands Inc
[YUM.NASDAQ]



Yum! really is the chicken that keeps on giving, splits then splits again and again.

This is largely a KFC holding company, although it also owns Pizza Hut and Taco Bell and a whole host of other restaurant concepts.

The growth in this company is largely put down to KFC's ambitions in China where they plan to have 10000 stores opened before too long.

This will be their biggest market and there is no doubt they can do it. 

The stock price will follow the fortunes of China and I think India as Yum! focuses on this geographical area.

Get this stock on any dips in price or wait for a brief downturn in business to make your move.
  

Conclusion  

The most coveted thing is money - no doubt about it.

But the thing is you can do so much more than you doing now simply by putting some time and effort into taking care of what you earn, how you earn it and ultimately how you spend it.

I put this Share Investor Portfolio together every year In the hope that you, like me can be financially independent.

Good Luck.


Disc I own AIA CEN FPH HLG MFT RYM SKC THL 


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