Share Investor

Monday, September 4, 2017

Fisher & Paykel Healthcare: Where is it Going?

Fisher & Paykel Healthcare Ltd [FPH.NZX] is starting to look a wee bit expensive.

Granted it does have the potential to be the largest stock on the index if it keeps going - its about 3 or 4th at present - but it will be headed for a breakdown if it disappoints this November.

Like I said in a previous post the market seems to have largely discounted legal problems so the reason for the recent share price increase seems to be put down to one or two major reasons.

The first is institutional buying. There appeared to be a sizable chunk transacted last Fri Sept 1. Almost 1 million shares. Again a sizable chunk of well over 2m shares traded in June by Northcape Capital to take their stake in FPH to 5.1%.

The second is insiders - management, directors etc - taking up stakes or taking up options or indeed disposing of same.

There is a lot of activity surrounding share trades.

There appears that a 5% rise over the last 7 days is something this share hasn't seen especially given the record high share price.

It seems the momentum is towards the upside at least for the time being - see the explanation for this in paragraph 2.

I truly don't know where we are heading with this stock, it is way too pricey and I wouldn't be buying at current prices.

All I can think is that insiders are getting together to get in a good position that a possible buy could be on the cards.

They would have to offer me north of 50 bucks a share to get rid of this one right now and it would get more expensive as time wore on.

I don't really want to sell.

c Share Investor 2017

Thursday, August 31, 2017

Sky City Entertainment: Starting to Look Cheap

Sky City Entertainment Group Ltd [SKC.NZX]is starting to look cheap again.

You don't have to be Einstein to figure out that there's at least 20% in it.

It recently reported a 2017 full year profit.

Combine this with a probable big pay off in 2019/2020 when all their various developments come on-stream and you have a possibility of making more than that if you hold until then.

Until then you get all sorts of nervous Nellie's getting in and out of this company, when they actually go down and visit - like the rest of Auckland it is a construction zone.

There is crap everywhere.

And like the rest of Auckland it is a mere blip in the road until the building is finished.

Until that time there is going to be disruption - not in the new sense of this word but the old meaning of disruption.

Disruption is only going to be temporary.

Then we can truly see the magnificence of Auckland growing and the casino in Auckland growing as well.

It has been 20 years since the casino opened and more than half a million more Aucklanders living here.

The future looks bright.

Possibly you can buy this company cheaper than it is today but anytime between now and Feb 2018 is a good time to buy.

I can see some of those nervous Nellie's starting to struggle.

Give them a hand, offer them $3.50!!

c Share Investor 2017

c Share Investor 2017

Tuesday, August 29, 2017

Auckland Airport: Look Before You Leap

Auckland International Airport Ltd [AIA.NZX] has a dividend coming of 10.5c fully imputed at the company tax rate of 28% and due to those on the register at close of biz on the 6th October 2017.

Can you get this dividend and protect your capital base at the same time.

No, is the answer but you stand an almost unique chance of getting the Div plus capital gains anyway.

That has been my experience over the years of trading this baby in and out of lulls, bulls, bears any any other term you care to mention.

I currently own 2000 shares based on just this and have done for 3 reporting periods.

So if your game and really want to have a go get in now. At sub 7 bucks this one has 7 plus bucks written all over it before the Oct 6 cut off.

Weather you sell into the share price increase or stay around and collect the Div you cant lose either way.

I, if I had money, I would buy today.

AIA @ Share Investor

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Queenstown Airport Buyout @ Share Investor

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Discuss this Stock @ Share Investor Forum - Register free
Download AIA Company Reports

c Share Investor 2017

Monday, August 28, 2017

Fisher & Paykel Healthcare Ltd: Should I Buy Now?

Fisher & Paykel Healthcare Ltd [FPH.NZX].

After a great half year profit result back in May this little puppy just kept on climbing moving approx 15% from the result date until today.

Last week there was a small currency inspired blip although no material impact was felt. This has happened many times before so there's nothing unexpected about it.

The impact of the Resmed factor looks to have waned with rumours that the once on again is off again in terms of the financial impact - 20 + million thus far off the bottom line.

Well have to wait and see about that, except the market seems to have left that behind.

The thing is when do you buy?

Wait and see if the stock goes down or buy now and look back in 2-3 years and prove that your initial ideas were on the money.

It a tough decision.

If you are like me put this on your watchlist and wait. For the right time and circumstances that would make this a buy. You may have to wait for many years, not weeks or days.

You will know from your research that this company is going to do much better in the future.

Read this again in 5 years then tell me what you think.

Be ya FPH share price at least doubles.

Fisher & Paykel Healthcare @ Share Investor

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Discuss FPH @ Share Investor Forum
Download FPH Company Reports

c Share Investor 2017

Share Investor

Monday, September 4, 2017

Fisher & Paykel Healthcare: Where is it Going?

Thursday, August 31, 2017

Sky City Entertainment: Starting to Look Cheap

Tuesday, August 29, 2017

Auckland Airport: Look Before You Leap

Monday, August 28, 2017

Fisher & Paykel Healthcare Ltd: Should I Buy Now?

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