You really keen Waltzingman .....full marks for being a beagle follower....is that being a beagie
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"full marks for being a beagle follower"
our portfolio's were HLG investors and traders decades ago....
Stock often outperform and then slow there growth. KPG may perform again in 3 to 5 years or when a new CEO is appointed.
We are numbers followers and MR B goes by the numbers...
Later this year the historical database will come on line and then we will be swapped by numbers..
Will need to get multiple wide screen game monitors but you cant pack them up and travel..
If its any good will have to let MR B go on line from his super suite overlooking the Gulf...
With the RBNZ likely to raise rates this month it may be time to do some re balancing.
WHS could be a likely recipient.
From the HLG thread - https://www.bloomberg.com/news/artic...rice-increases thoughts on shipping costs impacting WHS margins?
a UK game importer from china basically said shipping costs had gone sky high.
now exactly what impact it has on NPAT who knows as they were small time.
but it should abate later next year? China is a mess. Jack Ma sent back to the paddy field and his empire being disassembled. They are making it up on the fly as a new man takes them fast forward to the past.
Company bond defaults on the rise they arnt going to care how much they charge the world for freighting and shipping.
We will just have to wait for the numbers to see how bad it gets.
Mean while with OCR heading up rebalancing is now the time.
Yeah we need more institutional buy in to this one. I am certainly doing my bit and well and truly putting my money where my mouth is. According to the 2020 annual report only 90 holders, (many will be institutions but sadly not enough of them), own more than 100,000 shares. http://nzx-prod-s7fsd7f98s.s3-websit...579/345273.pdf
Believe the story, its happening.
definitely a stock to whatch and accumulate.
"only 90 holders"
if the numbers come in, the orders to sell at this price will dry up fast....
360 coming up ...train starting to leave the station... quick quick