Forum Archive Index - July 2001

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

Well I arrived back from the Old Country and before rushing down to the bank to take out a second mortgage to cover the credits card bill I thought I would update the BTB results for June, a bit academic now but better late than never.

Top Five:

Although he is still wearing the maillot jeune falling apples have brought Chris Castle back to the peleton (love that Tour de France!) We now have four riders within $1800 at the head of the field. John Ascroft moves up two places to number two while Marilyn remains in third place. Dannie Hawkins and Rowley Rackley move into the top five in place of Andrew Cooper (6^th) and Keith Frankum (8^th) Halfway through and anybody’s race

Winners:

Mark Hubbard up 23 to 31 (WRI, TAS)

John Oliver up 17 to 7 (WRI, REI)

CSFB up 19 to38 (FAP, SKC)

Peter Maiden up 17 to 45 (WRI)

Snoopy up 13to 15 (SKC CEN)

Losers:

Tony W down 19 to 33 (AQL)

Nick Kearney down 18 to 27 (AQL)

Ian Moffat down 16 to 50 (RMG,SPE)

Andrea Moffat down 16 to 36 (RMG)

Kelvin down 15 to 54 (ITC, RMG)

Best Broker

ABN AMRO $59,045 (10)

Worst Broker

UBS Warburg $38,167 (73) Dishonourable mention DF Mainland (68) $41510

Share Gainers – Dominated by rural based companies

WRI 41.8%

SOE 30.4%

REI 29.0%

FAP 24.2%

TAS 18.2%

Share losers:

CSG 40.9%

CGB 40.0%

TPC 34.8%

ADV 30.7%

AQL 24.1%

OTR 24.1%

Dividends

OZY, WPT, FAP, CNZ, TEL

If I have missed any please let me know.

Winning/Losing portfolios (YTD)

                  J        F       M    A     M       J

Winning   53    44    27   39    38    38

Losing     22     31    48     36    37     37

Total portfolio value: Opening = 75 x $50k

Opening $ 3.750m

Jan $ 3.796m

Feb $ 3.812m

Mar $ 3.640m

Apr $ 3.801m

May $ 3.821m

June $ 3.796m

The full table will follow soon

Cheers

Mike H