Share Investor

Monday, September 11, 2017

Fisher & Paykel Healthcare Ltd: Where's it Been Over the Last Month & Why

Fisher & Paykel Healthcare Ltd [FPH.NZX] is taking a trajectory that is firmly north over the last week or two.

This is based on off shore buying - I only found this out on Fri 8th - this is because of significant buying based on this investor briefing.

Apparently this is solely responsible for the uplift. There is not a lot on offer, so up she goes.

Have a look below on briefing from Yahoo daily share-trading.

The rise is actually based on increased trading, $100 plus million over the last week and counting.

So when I surmised a few posts back that it was institutional trading I was only partly right.

Because what you see is a rise in share price down to one thing.

Its US mums and dads buying the shares based on what their brokers are hearing at the investor briefings.

A knucklehead thing for investors to do but they are buying FPH shares nonetheless.

Question is when will the yanks be finished?

Date	Open	High	Low	Close*	Adj. close**	Volume
08 Sep 2017	12.45	12.62	12.45	12.61	12.61	1,739,308
07 Sep 2017	12.20	12.51	12.20	12.48	12.48	2,270,372
06 Sep 2017	12.07	12.24	12.05	12.24	12.24	1,167,208
05 Sep 2017	12.08	12.17	12.00	12.13	12.13	778,908
04 Sep 2017	11.99	12.09	11.95	12.08	12.08	590,056
01 Sep 2017	11.80	12.13	11.80	11.95	11.95	1,695,701
31 Aug 2017	11.63	11.77	11.53	11.77	11.77	837,466
30 Aug 2017	11.43	11.65	11.42	11.59	11.59	374,554
29 Aug 2017	11.40	11.50	11.35	11.46	11.46	545,875
28 Aug 2017	11.51	11.51	11.43	11.48	11.48	364,719
25 Aug 2017	11.66	11.66	11.50	11.55	11.55	526,038
24 Aug 2017	11.64	11.69	11.47	11.68	11.68	303,532
23 Aug 2017	11.59	11.65	11.50	11.65	11.65	326,565
22 Aug 2017	11.50	11.63	11.47	11.61	11.61	464,467
21 Aug 2017	11.40	11.59	11.40	11.58	11.58	302,922
18 Aug 2017	11.43	11.50	11.38	11.45	11.45	427,367
17 Aug 2017	11.28	11.52	11.24	11.47	11.47	532,512
16 Aug 2017	11.25	11.36	11.21	11.32	11.32	415,715
15 Aug 2017	11.20	11.35	11.20	11.28	11.28	376,741
14 Aug 2017	11.09	11.23	11.06	11.20	11.20	436,247
11 Aug 2017	11.25	11.25	11.10	11.10	11.10	784,237
10 Aug 2017	11.38	11.55	11.38	11.44	11.44	779,264
09 Aug 2017	11.39	11.44	11.36	11.39	11.39	1,016,623

c Share Investor 2017

Wednesday, September 6, 2017

When Labour Gets In

Jacinda Ardern Becomes Labour’s Sixth Leader in Nine Years

The question is what do investors do in the face of impending doom when the Labour Party stumbles across the line to win the 2017 election.

Well they've started it already.

They have stopped buying Auckland International Airport Ltd [AIA.NZX] its moving backwards with a DIV coming,

Auckland Airport growth is bound to stall under a Labour Govt.

Labour's stated aim is to at least halve immigration and I think it will go completely the other way within 2 years - people will not want to stay.

The other thing Labour is going to introduce, a $25 dollar new tax for travelers to this country is going to have a major impact on tourists.

This will clearly impact further on Auckland Airport, it clearly has already.

Uncertainty certainly plays a part in it, there's no doubt about that but reality plays a big part as well and Labour's focus of their extra spending is on the unproductive parts of the economy. That has been the way of the Labour Govt's from year one.

But you don't get economic growth from putting taxpayer money into things like "higher wages for everyone" it is simply a blight on the taxpayer and business as a whole.

You've got to be focused on what you as an individual can bring to the table rather than Labour's view that whats on the table is mine and that extending the table through extra taxes and more Govt borrowing is the way to go.

Its not.

You've got to wonder about those companies that have got a high component of transport costs, Like Freightways and Fletcher Building.

These companies have come off recent highs and they are nervous about what will happen when Labour gets into power.

Every company on the NZX is effected by the probable change of Govt.

I'm not worried about my investments. I will take the time to look at each company in the Share Investor Portfolio and buy more when they get cheap enough.

That's the thing with long-term investing in shares and changes in Govt. You make your serious money in times of gloom and (like we will be heading to under a Labour Govt) and make even more in times of boom (like we are just coming off now - under National).

Either way I'm not disturbed.

AIA @ Share Investor

Auckland Airport: Look Before You Leap
Auckland Airport: Its a Buy
AIA: To Buy Now Or Not To ?
Share Investor Q & A: Auckland Airport's Simon Moutter

Freightways @ Share Investor

Share Investor's Total Returns: Freightways Ltd
Share Price Alert: Freightways Ltd 3
Share Price Alert: Freightways Ltd 2

Fletcher Building @ Share Investor

Share Price Alert: Fletcher Building Ltd 4
Share Price Alert: Fletcher Building Ltd 3
Share Price Alert: Fletcher Building Ltd 2

c Share Investor 2017

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

Share Investor

Monday, September 11, 2017

Fisher & Paykel Healthcare Ltd: Where's it Been Over the Last Month & Why

Wednesday, September 6, 2017

When Labour Gets In

Monday, September 4, 2017

Fisher & Paykel Healthcare: Where is it Going?

Thursday, August 31, 2017

Sky City Entertainment: Starting to Look Cheap

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