Forum Archive Index - August 2001

["G Stolwyk" <stolwyk@wave.co.nz>]

 

Reference: " WORK.......Inv. results (8)" of 13 July, 2001. Readers, please note the disclaimer at end of this page.

 

1. NZ STOCKS and PRICES ( $ NZ ) :

 

Companies:   BCH   SKC   WAM   AIA   AFF   Tot. ( $NZ )

Rec. 4/11/0                                            0.44

Rec.10/12/0   11.90   7.91    4.35   3.05            27.65 ( A 1 ) 

Price now:   13.51  11.30    3.32   3.73   0.35  32.21 ( B 1 )

                                                                    ( + 16.5 % )

2. Aus. STOCKS and PRICES ( $ A ) :

 

Companies             TAB  QBE  CLH   LACO  Tot. ( $NZ )

Rec.4/11/0(0.7633)                                2.38    3.12

Rec.18/11/0(0.7720)                   1.73               2.24

Rec.10/12/0(0.7816) 3.48   9.36                       16.43

                                                                     21.79 (A 2)

Price now:(0.8215)  2.67 10.30  4.67     2.90   25.00 (B 2)

                                                                     ( + 14.7 % )

 

3. CALCULATION OF VALUES :

 

BOUGHT ( A 1 + A 2 ) :                  $ NZ 49.44

TODAY's VALUE ( B1 + B2 ) :         $ NZ 57.21 + $ 0.24 #

# : dividend of 24 cents as per item 4 on post of 22 June, 2001.

 

INCREASE ( $ NZ ): 16.2 % since Dec. 5, 2000 ( Was 22.5% on 13 July, 2001 ).

 

Notes: Mean weighted date of investment: Dec 5, 2000 (ev) as per post of Jan. 22, 2001.

Re AFF: Recommendation was cancelled after the Annual Meeting in 2001. TAB: Recom. cancelled on July 2, 2001.

 

Comment: Lower prices for financial stocks in the Australian market coupled with a rise in the exchange rate ( Was 0.8035 on 13 July, 2001) has lowered returns in NZ$.   

 

4. OTHER RECOMMENDED INVESTMENTS :

Company :                             MIG        MMD     RBC

Rec. May 16, 01 ( $ A )            2.67

Rec. April 26, 01 ( $ A )                          0.50 

Rec.March26,01( $NZ )                                        0.43

Price now:                             3.45*       0.68       0.81        * Includes div. 

INCREASE ( % ) :                    29.2        36.0       88.4

 

Gerry 

( I hold these stocks ).

Disclaimer: Readers are not asked to buy, hold or sell above mentioned stocks and to do so will be entirely at their own risk.