What are you buying and selling

[Lewylewylewy]

Just curious what people are buying and selling right now.

I'm contemplating selling my RBD because the growth has been completed, but the divi is great, and I think there's still some years drift to be enjoyed.

Also selling my ebo when it gets closer to the price I stupidly paid for it. It was originally bought as a long term dividend beat the bank share, but no longer fits this week's strategy lol

No idea what to buy now. Everything I like is too expensive, otherwise I'd have more FPH.

[thestg]

Sold my EBO on 30th Aug, which I bought in Sept 2015 for $11.32
Sold 66% OCA on 6th Sept to release cash to buy HLG
Buying HLG some last week, some yesterday & a small order to be completed today. I'm hoping the profit release due tomorrow will be good.

[King1212]

I think PPH and TIL are good buy now...

PPH is set to grow...will IPO within 3 years in USA. With market cap of $500 ish..it will easily triple once IPO in USA.
TIL will release update tomorrow. I believe people are waiting and see the confirmation. There are a lot of fears since their last update. The sp is a good value now.

Yes..i agree...most shares are fully priced and so expensive....

[weasel]

I think PPH and TIL are good buy now...

PPH is set to grow...will IPO within 3 years in USA. With market cap of $500 ish..it will easily triple once IPO in USA.
TIL will release update tomorrow. I believe people are waiting and see the confirmation. There are a lot of fears since their last update. The sp is a good value now.

Yes..i agree...most shares are fully priced and so expensive....

I still don't understand what PPH has as a USP in this space - surely it should be squashed by competitors? Unless... they go full on and get every church in the US signed up as soon as possible. Then, many will not be bothered to change (too much hassle) even if a cheaper competitor comes knocking.

[see weed]

I will tell you what I am buying after I have finished buying, and tell you what I am selling after finished selling:).

[percy]

I will tell you what I am buying after I have finished buying, and tell you what I am selling after finished selling:).

I guess you are buying what I am selling,and selling what I am buying?.!................lol.

[winner69]

Sold my EBO on 30th Aug, which I bought in Sept 2015 for $11.32
Sold 66% OCA on 6th Sept to release cash to buy HLG
Buying HLG some last week, some yesterday & a small order to be completed today. I'm hoping the profit release due tomorrow will be good.

HLG result already known ..no surprises

Might give some vague idea of F18 prospects or how things have gone last 2 months. NZ market conditions haven't been that robust for clothing / footwear retailers ....and of course the miracle maker doesn't work there any more.

[Snow Leopard]

Yesterday I bought:

A KLIA Transit pass to the Final Malaysian F1 Grand Prix (http://www.kliaekspres.com/formula-1-petronas-malaysia-grand-prix-2017/);

More tickets for Concerts by the Malaysia Philharmonic Orchestra (http://mpo.com.my/);

some Tea Bags on strings (https://shop.dilmahtea.com/black-tea-premium-tea-300-teabags), I accidently bought the stringless ones last time, not a mistake I will make again in a hurry.

As for stocks and shares I have been buying & selling on the ASX and but this is a NZX thread where I am happy with what I have.

Best Wishes
Paper Tiger

PS Also bought some Ayam (Chicken) Brand Tins of Tuna (http://www.ayambrand.com.my/tuna-in-water/15-tuna-chunks-in-water.html) of course!
http://www.ayambrand.com.my/images/Ayam-Products/Tuna/PIX-Article/Tuna-ChunkinWater185g.png

[Well Endowed]

Picked up several parcels of NZ Windfarms over the past couple couple months. liking the new direction and execution of plan from the fresh management team. Sold some Genesis to balance out the portfolio a bit

[Valleytrader]

Bought Arivda (ARV) earlier in the month to take advantage of rights offer of 1 for every 5 held at $1.15.

[fiasco]

Currently, all sold out at this point in time. "Timing" for the right opportunity.

Correction, just purchased a small portion of TIL.

[Ggcc]

Thought about buying more ATM to sell in a months time...... it just seems to keep going up.

[LAC]

Quite gutted I sold out of the all my AWK last week. Sold out some THL and I have only been buying TRA recently.

[silu]

Bought a house - sold some shares. Now I'm buying furniture and hardware - selling a functioning kidney now.

[RGR367]

Neither buying nor selling at the moment. Just waiting for all those paying dividend shares to complete their payments which will be mid Oct. But by then, you won't be interested on what I'll be selling afterwards :)

[Oliver Mander]

Contemplating selling EBO...still like the company, but seems "fully valued" right now. Hard to get info or comment as to whether that's a valid opinion or not.

[Oliver Mander]

Contemplating selling EBO...still like the company, but seems "fully valued" right now. Hard to get info or comment as to whether that's a valid opinion or not.

or should I be accepting my loss on MPG and running away from that...?

[princesssmartypants]

In the last month have bought Syft (Unlisted) and Vista Group. Both high growth stocks with niche products and
good margins. Both have management with large shareholdings.

[macduffy]

Neither buying nor selling, having reduced a few recently and quitting the worst performers. My next Buy is more likely to be a bond than an equity.

[Jantar]

Over the past three days. Sold STU when it hit my stoploss, just to see it go up after I sold. Bought more HLG and SCL.

[troyvdh]

Good question Lew..Ive some bits of my core holdings...RYM SUM..again I go back to that NZ50 ..chart...and the charts of aforementioned...Im also now 60...Im sure you understand.

[cdonald]

sometimes I looked at the shares I sold (in this case SKL) and what I bought (MPG) and I slap my head and think what the heck was I thinking!

[bull....]

brought mel on last dip to 2.76 cheeky bid got hit , day traded qbe today for a few cents lol and then sold some i had been holding for a loss brought just before div, day traded wall st last night early morning and just holding the rest at the moment and collecting some divs

[Food4Thought]

I helped with a rural property (family home, not investment). Also trying to get rid of things I don't need. Nearby cities and towns are becoming unaffordable. Had I not done so, I would have gone in long term into HBL and SUM. The uncertainty with North Korea and the U.S, along with some political nervousness, in my view, will keep the market subdued for a few months or longer. I certainly don't hope for a war, and can't imagine the impact it would have. New Zealand is fortunately far removed from the potential fall out zone, how ever it would be horrible nevertheless.

[couta1]

Thought about buying more ATM to sell in a months time...... it just seems to keep going up. Until it doesn't.:eek2:

[iceman]

Sold a large chunk of PPH before the weekend. Buying SUM and a little bit of AIR with the proceeds

[Raz]

Sold a large chunk of PPH before the weekend. Buying SUM and a little bit of AIR with the proceeds

Been profit taking and selling down across entire portfolio of late, especially with fall now in full swing in the US and Europe...also expect some problems with immigration reliant businesses with NZ first in the game.. so reduced exposure in those areas....even sold a classic car at auction this past week... so really in declutter mode...

[Ggcc]

Until it doesn't.:eek2:
Only for a short term purchase was in mind, but I understand your sentiment

[GTM 3442]

Just sold India and Greece, IFT & CNU with AKC hovering about maturity.

Looking to buy US 30-day bills, DAX, STOXX600, top up ERD and SCL.

[thestg]

HLG result already known ..no surprises

Might give some vague idea of F18 prospects or how things have gone last 2 months. NZ market conditions haven't been that robust for clothing / footwear retailers ....and of course the miracle maker doesn't work there any more.

Good result & higher dividend. Price should be up today.

[Beagle]

I bought the following this morning and why

1. HLG. Strong result and dividend exceeded my expectations. Superb sales growth in Australia for Glassons and their new Euro style format stores are clearly garnering attention from Australian consumers. I except ongoing strong sales growth in Australia for Glassons as it continue to roll out the stylish new format stores and the size of the market there is clearly about five times the size of the N.Z. market. Stock is on a 10% net dividend yield 13.9% gross based on my assumption of 33 cps in divvies next year and trades cum a very healthy 17 cps fully imputed final divvy in December.
Could easily go to $4 if sales success in Australia continues. Market has been obsessed with other retailers eating HLG's lunch while the company has been busy starting to eat Australian retailers lunch.

2. ATM Accreditation of infant formula into China is a BIG DEAL. A2 Market continue to underestimate the impact of the rationalization fo the infant milk powder brands in china. Profit could easily double this year.

3. CMO Real solid achiever this one trading in its 100th year of business. Forward PE of just over 10 for a company with their exceptional track record is too cheap and I'm expecting a special divvy next year to commemorate their 100 year anniversary. Not flashy, just a solid delivery of strong results and a real value buy on the NZX trading cum a fully imputed 31 cent final divvy. Long term I'm expecting big things from Mazda's high tech new engine which will be released to the market in 2019 combining the best of both a petrol and diesel engine. I think people will be disappointed with the electric roll out of other brands based on cost and real world range and battery durability issues. Happy that Ford and Mazda are not at the forefront of the electric so called revolution.

[Beagle]

Forgot to mention. I topped up on GNE just the other day. Expecting a minimum of 16.6 cps this year gives 7.1% net yield and its mostly imputed so gorss is over 9% and people always need electricity and they will benefit from any rise in oil price. Gas company acquisition recently is EPS accretive and forward EBITDA guidance is strong(ish).
Also topped up on AIR just the other day. Still expecting EPS growth this year, (subject to clarification if any at today's annual meeting). Forward PE 9.2 and strong dividend yield and specials expected from FY20 onward.

I am mostly buying companies I consider to be good value and strong dividend yield earners that can deliver across economic cycles.
I don't like paying the market PE of about 20, most of my holds are far better value than that including SUM.

[see weed]

Have finished buying GNE for div. for now. Have been stocking up on HGL for last few weeks. Looks like the cat is out of the bag now and bought another 20,000 this morning. Bit of a shame didn't buy that 16,000 yesterday at 3.20, had the order in for about 3 to 5 minutes at 3.20 and ASB would not put it through, and got pissed off and cancelled the order, but did pick 19,000 at 3.09 and 3.10 on 20/9/17. Would like to get to 100,000 before ex div. so can get $17,000 div, nice round figures:D.

[Beagle]

Have finished buying GNE for div. for now. Have been stocking up on HGL for last few weeks. Looks like the cat is out of the bag now and bought another 20,000 this morning. Bit of a shame didn't buy that 16,000 yesterday at 3.20, had the order in for about 3 to 5 minutes at 3.20 and ASB would not put it through, and got pissed off and cancelled the order, but did pick 19,000 at 3.09 and 3.10 on 20/9/17. Would like to get to 100,000 before ex div. so can get $17,000 div, nice round figures:D.

Hounds like round numbers too because there's only so many paws you can count on :)

[sb9]

Have done nothing (buying or selling) in the past weeks or months, just held onto what I've got. Quite well placed or should I say well positioned with my portfolio overall.

[Leftfield]

What others are buying or selling is recorded daily on the NZX.

At the end of the day you have to make your own investment decisions based on your own personal investment strategy. Being responsible for your own investment decisions, taking ownership for your decisions and learning from your own successes and failures is the best strategy IMHO.

[Entrep]

What others are buying or selling is recorded daily on the NZX.

At the end of the day you have to make your own investment decisions based on your own personal investment strategy. Being responsible for your own investment decisions, taking ownership for your decisions and learning from your own successes and failures is the best strategy IMHO.

Why are you in these forums?

[bung5]

Buying

Ethereum
P2P loans

Selling

AIR.nz
Chorus

Keeping

ASX stocks

agree hard to find much value on nzx at moment.

[value_investor]

The high valuations make it tough to find good deals in the pointy end of this market so I haven't really been buying many new shares lately.. don't really have to the way the market is delivering such solid gains. Happy to sit on a bit of a cash for now. A few shares on my watchlist right now:

HBL - Only recent purchase, got in at $1.78 after I've been watching it for a while just waiting for it to come down a touch which it did. Good story here and a little bit of growth to go in it. Would consider going back in and buying more parcels if it drops below what I got in for.

AIA - My dearest Auckland Airport. Growth phase well and truly gone for the time being. Been a long term player on this but waiting for it to come down before I accumulate a bit more. Valuation is still high for my liking but I would consider it in the 5s. Maybe after the stock goes ex divi. Long term play on this one for me again.

OCA/SUM - With the election type flavor going on, a left leaning win would mean a temporary sale in retirement stocks. A short term drop will entice me in, because the long term incentives are too good to pass up based on the upcoming demographic shifts.