Forum Archive Index - September 2001

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

The Castle juggernaut rolls on - he has now doubled his money ,his portfolio now being worth $109k. Not only was he the only chatter to pick APF he was the only one to go for BDO which is up over 80%. Will APF fall over before 31^st December, that id the question.

Overall it was not a good month for the punters with the average portfolio falling in value by 4%. We now have less that half of the portfolios showing a profit for the year to date which is pretty sick considering the performance of the NZ market overall

 

Top Five:

Quite a few changes this month; the 40% fall in MSL took a few down with it and the Lazarus like performance of SVY boosted Adrienne 16 places to the 2^nd spot.

The rural resurgence moves John Oliver moves up another 4 places to number 3.

Moving up:

Adrienne O’Sullivan up 16 to 2 (SVY,)

Lindsay Duff up 15 to 18

Ben Dutton up 15 to 48 (Well done fearless leader!)

SS Barney up 14 to 29

Athol Ryan up 17o 30

Sliding Down:

Maverick down 34 to 49 (MSL, VTL)

Keith Frankum down 32 to 43 (MSL, VTL)

Iccon down 21 to 45 (MSL)

Andrew Cooper down 18 to 24 (MSL)

Ian Moffat down 14 to 45 (VTL, GGL)

Best Broker

ABN AMRO $62,342 (8^th )

Worst Broker

UBS Warburg $39,918 (69th) Dishonourable mention DF Mainland (67th) $41,090

Share Gainers –

SVY 154%

APF 40.0%

OTR 36.4%

SMR 25.4%

WRI 18.4%

Share losers:

FOR 47.4%

MSL 40.0%

ITC 27.5%

RNS 26.1%

FIN 23.1%

Dividends

GDC, REI

If I have missed any please let me know.

Winning/Losing portfolios (YTD)

                     J     F    M     A    M    J    J    A

Winning        53  44    27    39    38    38   47  38

Losing          22  31    48    36    37     37    28 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

July $ 3.959m

Aug $ 3.797m

The full table will follow soon

Cheers

Mike H