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  • Snoopy's Avatar
    Yesterday, 03:10 PM
    Snoopy replied to a thread WBC - Westpac in NZX
    Old, but nevertheless relevant news from the back of the AFR of June 6th and the article "Bad debts will amplify Bank tax" ----- On Monday (5th...
    67 replies | 5667 view(s)
  • Snoopy's Avatar
    Yesterday, 10:46 AM
    Snoopy replied to a thread Genesis Energy in NZX
    Can I suggest that you listen to this radio item that was broadcast on RNZ this morning if you wish to be better informed. ...
    2213 replies | 458956 view(s)
  • Snoopy's Avatar
    Yesterday, 10:22 AM
    Snoopy replied to a thread Contact Energy - CEN Chart in NZX
    I am currently with Contact for my power, as well as being a Contact Shareholder. However, I joined Contact before they linked up with the AA...
    1369 replies | 243557 view(s)
  • Snoopy's Avatar
    22-06-2017, 03:00 PM
    Snoopy replied to a thread WBC - Westpac in NZX
    I think the answer depends on what you are after and your circumstances. 1/ If as an NZ investor, you are after a fully imputed dividend yield...
    67 replies | 5667 view(s)
  • Snoopy's Avatar
    22-06-2017, 11:36 AM
    Snoopy replied to a thread WBC - Westpac in NZX
    Here we have an example of the true value of tax credits to the NZ based investor. In this instance, WBC is not entirely devoid of NZ imputation...
    67 replies | 5667 view(s)
  • Snoopy's Avatar
    22-06-2017, 11:00 AM
    Snoopy replied to a thread WBC - Westpac in NZX
    Let's see what a 'capitalised dividend value' calculation goes using the 'Australian View' data. Using data from my post 60: Scenario...
    67 replies | 5667 view(s)
  • Snoopy's Avatar
    22-06-2017, 10:33 AM
    Snoopy replied to a thread WBC - Westpac in NZX
    I now wish to consider Westpac from the Australian investor's perspective. WBC is listed on the NZX. But as New Zealand investors, we would be...
    67 replies | 5667 view(s)
  • Snoopy's Avatar
    22-06-2017, 10:22 AM
    Snoopy replied to a thread WBC - Westpac in NZX
    Great question Macduffy. I am old enough to remember the days of 20% mortgage rates, and remain astonished at low mortgage rates can go as evidenced...
    67 replies | 5667 view(s)
  • Snoopy's Avatar
    21-06-2017, 03:21 PM
    Snoopy replied to a thread WBC - Westpac in NZX
    Let's see what a 'capitalised dividend value' calculation says about this. Using data from my post 45: Scenario FY2012Scenario...
    67 replies | 5667 view(s)
  • Snoopy's Avatar
    21-06-2017, 02:54 PM
    Snoopy replied to a thread Scott Tech looking cheap in NZX
    SCT are paying $500,000 for the assets of 'DC Ross' and creditors the BNZ and Aorangi Laboratories are owed a combined $18.1m? That is one hell of...
    634 replies | 106746 view(s)
  • Snoopy's Avatar
    21-06-2017, 02:43 PM
    Snoopy replied to a thread WBC - Westpac in NZX
    I agree that I would rather own a quarter acre section in Sydney than Toowoomba. Percy's post illustrates another point I forgot to mention. ...
    67 replies | 5667 view(s)
  • Snoopy's Avatar
    21-06-2017, 02:24 PM
    Snoopy replied to a thread WBC - Westpac in NZX
    I am not sure that 'property volatility' is the issue in Australia, any more than property in Vancouver, London, San Francisco or any other city...
    67 replies | 5667 view(s)
  • Snoopy's Avatar
    20-06-2017, 07:43 PM
    Snoopy replied to a thread WBC - Westpac in NZX
    Unlike the ANZ, Westpac do not pin down their dividend policy to a preferred payout ratio. Yet, the Chairman has had the following to say: From...
    67 replies | 5667 view(s)
  • Snoopy's Avatar
    20-06-2017, 04:12 PM
    Snoopy replied to a thread WBC - Westpac in NZX
    Interesting article. The one thing I would add is that 'those that buy in just before the crash are the ones that get into the most trouble'. ...
    67 replies | 5667 view(s)
  • Snoopy's Avatar
    19-06-2017, 07:17 PM
    Snoopy replied to a thread WBC - Westpac in NZX
    I now want to use the actual dividend data for FY2012 to FY2016 inclusive to build a 'scenario analysis' looking forwards. The basis for my...
    67 replies | 5667 view(s)
  • Snoopy's Avatar
    19-06-2017, 03:12 PM
    Snoopy replied to a thread WBC - Westpac in NZX
    Warren Buffett's scanning of the 'growth potential' of a company can be summarized in four quick questions. Q1/ Does Westpac Group have a top...
    67 replies | 5667 view(s)
  • Snoopy's Avatar
    19-06-2017, 03:06 PM
    Snoopy replied to a thread WBC - Westpac in NZX
    Westpac Group (WBC)FY2016FY2015FY2014FY2013FY2012 Normalized Profit {A}$7,605m$7,527m$7,338m$6,792m$6,328m Gross Interest Revenue...
    67 replies | 5667 view(s)
  • Snoopy's Avatar
    19-06-2017, 02:52 PM
    Snoopy replied to a thread WBC - Westpac in NZX
    Westpac Group (WBC)FY2016FY2015FY2014FY2013FY2012 Normalized Profit {A}$7,605m$7,527m$7,338m$6,792m$6,328m Shareholder Equity EOFY...
    67 replies | 5667 view(s)
  • Snoopy's Avatar
    19-06-2017, 10:23 AM
    Snoopy replied to a thread WBC - Westpac in NZX
    Westpac Group (WBC)FY2016FY2015FY2014FY2013FY2012 Normalized Profit {A}$7,605m$7,527m$7,338m$6,792m$6,328m Shares on Issue EOFY...
    67 replies | 5667 view(s)
  • Snoopy's Avatar
    19-06-2017, 09:48 AM
    Snoopy replied to a thread WBC - Westpac in NZX
    Prior to FY2015, there was a section in the Annual Report called 'Property Plant and Equipment'. This neatly detailed acquisitions and disposals...
    67 replies | 5667 view(s)
  • Snoopy's Avatar
    18-06-2017, 12:14 PM
    Snoopy replied to a thread WBC - Westpac in NZX
    While noticing these reported assets sales I encountered a mystery. Some of these assets sales were detailed in the respective annual reports, but...
    67 replies | 5667 view(s)
  • Snoopy's Avatar
    18-06-2017, 11:16 AM
    Snoopy replied to a thread WBC - Westpac in NZX
    Bank results tend to be horribly complex if you drill down into them. Fortunately for potential shareholders, Westpac release a 'statutory result'...
    67 replies | 5667 view(s)
  • Snoopy's Avatar
    17-06-2017, 02:03 PM
    From the 15th June KordaMentha media release: ------ KordaMentha Restructuring today announced it had chosen a Korean consortium as the...
    497 replies | 69364 view(s)
  • Snoopy's Avatar
    17-06-2017, 01:36 PM
    Snoopy replied to a thread WBC - Westpac in NZX
    Westpac run a wealth management business where they manage fund based share portfolios on behalf of clients. Despite only holding a minority stake...
    67 replies | 5667 view(s)
  • Snoopy's Avatar
    16-06-2017, 07:43 PM
    Snoopy replied to a thread WBC - Westpac in NZX
    I aim to assess whether the 'Westpac Group' is a suitable candidate to which to apply the (Mary) 'Buffett' growth model . WBC, incorporated in...
    67 replies | 5667 view(s)
  • Snoopy's Avatar
    16-06-2017, 07:39 PM
    Snoopy replied to a thread WBC - Westpac in NZX
    I found the old thread Lewy. Just do an 'Advanced' forum search and look for threads with WBC in the title. I think that is the easiest way. ...
    67 replies | 5667 view(s)
  • Snoopy's Avatar
    16-06-2017, 07:10 PM
    Snoopy replied to a thread PGG-Wrightson ( PGW ) in NZX
    Quite right to acknowledge Sir John and GG for their contribution. We all build on the work of those that came before us. But I do think 'The...
    4113 replies | 705559 view(s)
  • Snoopy's Avatar
    16-06-2017, 11:27 AM
    Snoopy replied to a thread PGG-Wrightson ( PGW ) in NZX
    PGW do not have any spare capital, so they can't grow their earnings (apart from the cyclical ups and downs). Let me expand on "can't". PGW have...
    4113 replies | 705559 view(s)
  • Snoopy's Avatar
    10-06-2017, 02:01 PM
    I dare say that this $1.86 valuation will come as a bit of a shock to shareholders. It did to me! But is it right? When you are constructing...
    1426 replies | 202650 view(s)
  • Snoopy's Avatar
    10-06-2017, 10:52 AM
    Turners Auctions (TUA) + Turners Limited (TNR/TRA)FY2012FY2013FY2014FY2015FY2016FY2017 Modelled Dividend Paid {A}$2.506m$3.285m$2.131m No....
    1426 replies | 202650 view(s)
More Activity

3 Visitor Messages

  1. View Conversation
    Hi Snoopy. Hi Liz.

    Now that would be an interesting thread
  2. View Conversation
    Great idea. From my limited past experience, I think contrarian & value picks do quite well when the market turns. Perhaps we should attempt to create a theoretical "Phaedrus vs the index" thread to help balance the long-standing debate...
  3. View Conversation
    Hi Snoopy,
    Just dropped in to sign your visitor book. Thanks for all the interesting posts over the years. Hope your investments are holding their own in this stroppy market.
    Liz
Showing Visitor Messages 1 to 3 of 3
About Snoopy

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About Snoopy
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Management top tip: Share the responsibility. Change your name by deed-poll to "Someone Else"

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