Forum Archive Index - August 2001

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

Is this man a genius or what? Chris Castle has been carried into the stratosphere by APF and BDO and is now a massive $31k ahead of his nearest rival. Still it ain’t over till the fat lady sings and there are still five months to go. Overall it was a good month with 63 portfolios making money for the month. The 29% gain in RMG was a boon to its 11 holders.

Top Five:

Only one change in the top eight this month, Roley Rackley and Dannie Hawkins changing places numbers four and five.

Moving up:

Ian Moffat up 19 to 31 (RMG, VTL)

Andrea Moffat up 17 to 36 (RMG,VTL)

Charlie Brown up 16 to27 (RMG, SCL)

Kelvin up 12 to 42 (RMG, FLB)

ASB Securities up 11to 37 (RMG, CAH)

Sliding Down:

Alien down 24 to 52 (Overseas)

Bob Boas down 17 to 47 (AQL)

JJB down 17 to 38 (AQL)

L (Crusher) Duff down 16 to 33 (AIA, MON)

L & A Bax down 12 to 59 (AFF)

Best Broker

ABN AMRO $60,693 (13^th)

Worst Broker

UBS Warburg $40,861 (70th) Dishonourable mention DF Mainland (67th) $44,034

Share Gainers –

APF 114%

CSG 69.2%

BDO 40.0%

RMG 28.6%

CDL 16.7%

Share losers:

OTR 24.1%

RTX 21.4%

AQL 18.2%

RNS 15.9%

ITC 13.8%

Dividends

RYM, BEN, DPC, MFT, TWR, TWRCA

If I have missed any please let me know.

Winning/Losing portfolios (YTD)

                 J     F    M   A    M     J     J

Winning 53  44  27  39  38  38  47

Losing  22   31  48   36   37  37   28

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

July $ 3.959m

The full table will follow soon

Cheers

Mike H