Forum Archive Index - May 2001

["Mike Hudson" <mikehudson@clear.net.nz>]

Overall a good month for most punters with 63 portfolios making money in the month and only 12 losers.

Top Five:

Is it all over bar the shouting? Of course not but Chris Castle buoyed by his inspired (so far) pick of APF has cleared out from the field. His $50k portfolio is now worth over $92k! Obviously Chris’s column in the business section of the Sunday Star Times needs to be read with a great deal of respect. Still we have a long way to go and anything might happen.

The rest seem to be sorting themselves out with no movement in the Top Five apart from John Ascroft and Marilyn Munroe changing places at numbers 3 and 4.

Winners:

Adrienne O’ Sullivan up 30 to 39 (SVY)

Ted up 14 to 34

Phil Ericson up 13 to 32

Michael Trail up 11 to 28

Gary Williams up 11 to 29

Losers:

Deutsche Bank down 28 to 45 (SKY, TRH, WDT)

Malcolm Cameron down 19 to 43

Paul Frost down 13 to 46

Iccon down 12 to 66

Matthew Van Veen down 12 to 62

Best Broker

ABN AMRO $57,885 (6)

Worst Broker

D F Mainland $40,424 (74) dishonourable mention UBS Warburg (72)

Share Gainers

SVY 241%

APF 53.7%

RCH 35.1%

SCL 14.9%

SMR 14.5%

Share losers:

OTR 23.0%

WDT 21.2%

SPE 16.7%

CGB 13.3%

AQL 13.3%

Dividends

FBU, CDI, CDL, CMO, KIP, WHS, NUF, GPG, FCT, HLG, NTH, TLS

If I have missed any please let me know.

Winning/Losing portfolios (YTD)

J F M A

Profit 53 44 27 39

Loss 22 31 48 36

Total portfolio value: Opening = 75 x $50k

Opening $ 3.750m

Jan $ 3.796m

Feb $ 3.812m

Mar $ 3.640m

Apr $ 3.801m

The full table will follow asap

Cheers

Mike H