2019 NZ Stock Picking Contest [Archive]

Oliver Mander

06-12-2018, 08:20 AM

Hi all...well, its that time :-)
Would love to get a big crowd for this coming years competition...I am proposing the same rules as 2018's comp.

1) Pick FIVE different NZX-listed equity instruments (incl. Smartshares and foreign companies listed in NZ). Companies/Funds with a market cap of less than $10m may not be selected.
2) Each pick has an equal weighting.
3) Picks in by 7pm January 2nd 2019 (New Zealand time); ie, prior to trading opening.
4) You may not use the alias that belongs to someone else on sharetrader.co.nz, or misrepresent another person.

Returns calculations
1) Each will start with a notional portfolio of $10,000
2) Returns will be calculate from the last closing price of 2017 (which i think is Dec 31st 2018) to the last closing price of 2019.
3) Its a 'total return' comp, so Dividends will be included - but NOT benefits from imputation credits or other tax-specific benefits.
4) Rights issues are included according to the 'Snoopy Formula'. This does not increase capital, but recognises a capital gain/loss on the rights for the year.
5) If a selection delists or otherwise somehow dissolves; it will be kept but manually adjusted in your selections to reflect the realised situation resulting from the event causing this.
6) Winner is the person who has the largest %age increase.

There are THREE ways to enter:
1) via this survey form: https://1drv.ms/xs/s!AuUMI8ycnlsfhf0p51W9YIZ-zc6xhQ?wdFormId=%7B75CCFB9B%2DC5EC%2D4437%2DBC1A%2 DCA1E8E32CC4F%7D
2) email to sylvestercat2018@gmail.com
3) private message to me on sharetrader

I won't publish what people are picking before Dec 31st.

Happy Christmas / New Year everyone...and happy picking.

Your faithful puddytat,
Sylvester

Oliver Mander

11-12-2018, 10:53 PM

I should say - please don't select TGH! I know its been delisted, it somehow crept onto the list.
And if there are any other shares not listed in the sheet, please let me know via this forum.

Oliver Mander

21-12-2018, 08:45 AM

Remember to get your picks in!! I have a few, but will hopefully get many many more...!!!

RGR367

24-12-2018, 12:02 PM

Entered! As always been, the stocks I picked are in my portfolio and I entered them with hope they improve more come next year ;)
And thanks a lot SylvesterCat for the work you've done.
Merry Christmas everyone!

pedro.nz

24-12-2018, 04:19 PM

All done - Thanks SylvesterCat

trader_jackson

25-12-2018, 05:58 PM

Thank you SylvesterCat for running the competition, my entries have been inputted.

Serpie

26-12-2018, 01:01 PM

Entered. Thanks SylvesterCat for running the comp.

bohemian

26-12-2018, 08:43 PM

Entered, thanks Sylvester.

Brovendell

27-12-2018, 08:18 PM

Entered again.
Thanks Mr Cat for running the comp again this year

CD_CHCH

28-12-2018, 06:38 AM

Entered. Hopefully my picks are more successful than my 2018 ones. Thanks for taking the time to run the competition.

Oliver Mander

28-12-2018, 08:41 AM

No worries all - thanks for getting the picks in! I have entered the brokers picks as well, as published in the NZH. So far, 93 entries...spread the word so we can keep the numbers up :-)!

CD_CHCH

29-12-2018, 01:07 PM

93 entries so far - excellent so at this stage I'm in the top 100 :)

Oliver Mander

29-12-2018, 01:32 PM

Okay, so it seems I have mnissed off the veritable "Colonial Motor" (Ticker CMO).
Have now added this into the picklist - if this causes anyone to re-think their picks, please get back to me!!

Entries so far at 116 (incl. broker picks). Some interesting stats / questions to ponder coming out of the 2018 comp, so might be some good thinking to do...

If you've entered - please check that your 'alias' is here: https://sites.google.com/view/sharetrader-picks-2018/2019-entry-list
If its not, get in touch with your friendly puss and we will sort it :-)!

hoyinma

30-12-2018, 01:40 PM

My picks are entered.
Thanks SylvesterCat for running the comp again next year.
Looking forward to see what all others picking.

SCOTTY

31-12-2018, 10:47 AM

Hi SylvesterCat
Thanks very much for doing this. Great job -:)
Would you please add SCY (Smiths City) to the list
Cheers

Oliver Mander

31-12-2018, 01:37 PM

Sorry Scotty, SCY has been added.

Waiuta

31-12-2018, 01:52 PM

Thank you SC

Timesurfer

31-12-2018, 02:32 PM

93 entries so far - excellent so at this stage I'm in the top 100 :)

I am currently out of the top 100 ... surely things can only improve from here!

Oliver Mander

31-12-2018, 06:08 PM

Should have said earlier - Happy New Year everyone!!!

winner69

02-01-2019, 04:04 PM

ASX down 1% so far today

Bad omen for NZX tomorrow ..unless US markets have a good night

Problem when we close for 2 days while world still carries on.

percy

02-01-2019, 04:14 PM

I think it is best to have a "conviction" portfolio, where you would not mind the market being closed for 2 years, rather than 2 days.!!!...lol.

Oliver Mander

02-01-2019, 09:38 PM

Hi all...it looks like we have 182 entries, although still waiting on a couple of confirmations.

I did put the comp on a certain other forum also, and there was a desire to enter a "CASH" option (2 people did this from this forum, selecting all Cash).
It is a share picks comp though...although some would argue this may not be a bad strategy this coming year!

So what I'll do is show a "market" line (like I do with the NZX50), showing the impact of a cash return only, at the current BNZ term deposit rate of 3.4% per annum.
Hope this is okay.

stones

03-01-2019, 07:03 AM

Should have said earlier - Happy New Year everyone!!!
And a Happy New Year to you SC!!!!!

Traderwannabe

05-01-2019, 01:01 PM

Hi, is it possible to follow the competition if you have not entered? Just wondering if I can see what everyone has picked?

777

05-01-2019, 01:38 PM

Hi, is it possible to follow the competition if you have not entered? Just wondering if I can see what everyone has picked?

Pity you didn't enter. Nothing like having skin in the game.

SC will come up with a link at some stage and that will give you access.

This is last years one.

https://sites.google.com/view/sharetrader-picks-2018/individual-result

QOH

05-01-2019, 11:58 PM

Thanks SC for running the competition again.

LAC

07-01-2019, 11:10 AM

SC, any update on when we will have this link for 2019?

Oliver Mander

07-01-2019, 01:09 PM

Sorry for delay all.
Will get it up and running soon - certainly during this week.
I've been playing with a new website format to make it easier for everyone to see the results...but at the very least, will get the old format up and running so you can see who has picked what!

madmat

07-01-2019, 03:21 PM

Bugger, i missed this while I was away :X

Oliver Mander

07-01-2019, 05:05 PM

madmat, send me a quick entry...via private message.

Oliver Mander

07-01-2019, 05:39 PM

Just to whet your appetite....
- a total of 110 shares have been picked - with 3 clear favourites!
- 195 entries (including 11 "trackers" - 8 brokers, NZX50, Cash and Sharetrader top 5)

Will get a link to opening prices soon...

bull....

07-01-2019, 06:46 PM

if its not too late mine was a day late due to holiday thx
sylvester sent via enquiry form

Oliver Mander

07-01-2019, 11:24 PM

if its not too late mine was a day late due to holiday thx
sylvester sent via enquiry form

bull...yours are definitely in there!

Oliver Mander

07-01-2019, 11:34 PM

RIGHT!!
And we're off.

Please see attached the link below for this years competition: https://sites.google.com/view/nzsharepicks/home.
If I figure out a different way to do the website, it might change - but in the interests of speed thought that was worth publishing.

Note that only 7 entries came in after trading opening, which I think we can live with.
I say that because my first pick was PLX, but I made my entry in mid-December, just in case anyone is suspicious :).

Opening prices are also shown on the website - I am certain they are correct, but if anyone begs to differ then simply let me know.

This graph is on the website, but is worth reflecting on here - 50% of the picks are in the following 17 companies....
10236

LAC

08-01-2019, 07:26 AM

Looks great so far. Thank again for your time in doing this:)

percy

08-01-2019, 07:36 AM

Agreed.Looks really good.
And thanks too for organising and running the competition.
Wonderful seeing The Wellington Bowlers included....lol.

Leftfield

08-01-2019, 08:24 AM

A BIG thanks to SCat for running this competition. Much appreciated.

This time of the year is a great time to reflect on the past and plan for the future. I've been entering in this comp for 5 years and have learned heaps.

2014
Placed 4th equal with 99.76% return.

2015
Placed 18th (shared with Xerof) with 54.24% return.

2016
Placed 195th with a -25.7% my first negative return was due to WYN which went insolvent during the year (fortunately I dropped WYN from my actual portfolio well before its demise.)

2017
Finished 37th (out of over 200 entries) with a 72.8% return.

2018
52nd with a 5.9% return.

Over this 5 years my actual share portfolio has performed ahead of my competition results primarily due to my being able to continually review and quit non performers during the year.

2019 is going to be very interesting! Good luck all.

winner69

08-01-2019, 08:33 AM

Agreed.Looks really good.
And thanks too for organising and running the competition.
Wonderful seeing The Wellington Bowlers included....lol.

He said he had entered.

I notice they picked stocks they currently hold (TRA and OCA), have held in the past (HLG and ATM) and one they are really keen on in ZEL

Way they are talking I think they’ll be buying ZEL soon

percy

08-01-2019, 08:40 AM

He said he had entered.

I notice they picked stocks they currently hold (TRA and OCA), have held in the past (HLG and ATM) and one they are really keen on in ZEL

Way they are talking I think they’ll be buying ZEL soon

You sitting on the fence for another year?

winner69

08-01-2019, 08:45 AM

You sitting on the fence for another year?

Entry in there somewhere

Don’t enter as winner because too often in the past nasty horrible posters try to win arguments by saying ‘and by the way where are you placed in the competition you idiot’

Pleased with my third last year though ...improvement on my top 10 ranking in 2017

percy

08-01-2019, 10:24 AM

Entry in there somewhere

Don’t enter as winner because too often in the past nasty horrible posters try to win arguments by saying ‘and by the way where are you placed in the competition you idiot’

Pleased with my third last year though ...improvement on my top 10 ranking in 2017

Too much pride to be called an idot.!..lol.
Well the rest of us get off the fence and take it.!

LAC

08-01-2019, 10:56 AM

Lol, I am picking his 2019 alias starts with "C" :)

trader_jackson

08-01-2019, 03:52 PM

I see ARV even made it into the list... don't know why we had 17 odd people pick a dog
they must be nearly as silly as me

winner69

08-01-2019, 04:10 PM

I see ARV even made it into the list... don't know why we had 17 odd people pick a dog
they must be nearly as silly as me

You not silly at all t_j - you gave yourself a real chance of winning the competition excluding ARV from your 5 picks.

must be desperate if tempting fate is a way for the ARV share price to rocket ahead

Xerof

08-01-2019, 10:26 PM

Do I need a bloody gmail account to access the comp pages now?

777

08-01-2019, 10:53 PM

Do I need a bloody gmail account to access the comp pages now?

No. Just hit the link.

https://sites.google.com/view/nzsharepicks/home

Xerof

09-01-2019, 08:58 AM

No. Just hit the link.

https://sites.google.com/view/nzsharepicks/home Thanks 777, I missed the update from the puddy tat and used the old link :confused:

Oliver Mander

11-01-2019, 09:18 AM

minimoke

11-01-2019, 09:35 AM

Just FYI - I am away next week lying on a beach somewhere, so won't be able to get the first update out until the week after.
If I find some wifi, will run it Tuesday next week, but more likely to be the following week.
Sorry about that....
Don't sweat it - enjoy your time on the beach (most picks will be trailing mine anyway so that's all that counts anyway)

iceman

11-01-2019, 10:17 AM

Well done SCat. Many thanks

Joshuatree

11-01-2019, 01:32 PM

Just a reminder the ASX comp closes by the mkt open on monday if int in picking 5 stocks.Usual cash prize.

Oliver Mander

15-01-2019, 01:11 PM

Well, time for the first set of results. I've put a bit of commentary on the website link as well, fairly innocuous stuff and all very objective.
PLX has dominated the first week, with the top 10 all having selected it.

Remember that you can enter your username in the yellow cell, and it pops up with a bit more detail on your individual performance.
The link to the site is: https://sites.google.com/view/nzsharepicks/home.

Top 5 to Jan 11th are:

Username
Pick 1
Pick 2
Pick 3
Pick 4
Pick 5
Opening Investment
Closing Investment
add Dividends
add Rights Issue
TOTAL $ RETURN
TOTAL %AGE
TOTAL Annualised %age
Rank

Gumboot
PLX
SKL
WDT
IKE
VGL
$10,000
$10,730
$0
$0
$730
7.3%
242.1%
1

Left Field
ATM
IKE
PLX
SKO
WDT
$10,000
$10,694
$0
$0
$694
6.9%
230.3%
2

eagle
ATM
CVT
HGH
PLX
TRU
$10,000
$10,671
$0
$0
$671
6.7%
237.0%
3

soi6
ATM
PLX
SKO
GTK
VGL
$10,000
$10,660
$0
$0
$660
6.6%
219.0%
4

gmatt
CAV
NZR
PLX
RBC
SKO
$10,000
$10,638
$0
$0
$638
6.4%
211.7%
5

Oliver Mander

15-01-2019, 01:36 PM

I should say that the "annualised %age" figure is capped at a LOSS of 100% - you can't lose more than your $$$, as per the discussion in the 2018 thread.
This early in the year of course, it means that if companies share prices declined at the same rate, the loss is capped at 100% in the annualised figure.
I'll update the rankings to be based off the CURRENT %age shortly.

Leftfield

15-01-2019, 03:47 PM

Wowee. Nice start to the year after a tough one last year..... Thanks SylvesterCat.

Must say, I think I'm out of the blocks a tab early....... this is a marathon not a sprint. Hope I'm still in the top 10 by the end of the year.

Oliver Mander

15-01-2019, 04:09 PM

I'm a bit like you...am not far behind in 6th. Definitely a marathon!!!

Oliver Mander

16-01-2019, 11:08 AM

minimoke

16-01-2019, 11:20 AM

So...this reveals the Cat's identity, but think its only fair. I shared this comp on LinkedIn earlier, as a way of attracting entrants...but have expanded it slightly to give a bit of commentary. I hope that's ok...all fairly innocuous. Click here (https://www.linkedin.com/pulse/animals-have-spoken-oliver-mander/)to take a look.
I protest. There is a stench of Animal Privilege pervading these forums. They seem to get the media attention and there is a growing trend of using animalist words such as "the herd has picked", all at the expense of other minorities.

Today I am calling a rallying of arms for us minorities. We should see diversity in these posts such as "the fleet has picked". Time to end this animalsogynist behaviour!
#carscountoo!

Oliver Mander

16-01-2019, 11:22 AM

Onya mini!!!! Will reflect in the next post...

Oliver Mander

22-01-2019, 05:27 PM

Results for the week ended Jan 18th...a few changes this week, with soi6 taking over the lead, and your humble puddy tat moving into the top 5.
The common denominators appear to be the increases in PLX, ATM and SKO for the year so far, with SKO rising a whopping 10% over the last week.
As always, results are available on https://sites.google.com/view/nzsharepicks/home.
Remember that you can enter your username in the yellow cell, and it pops up with a bit more detail on your individual performance.

Username
Pick 1
Pick 2
Pick 3
Pick 4
Pick 5
Opening Investment
Closing Investment
add Dividends
add Rights Issue
TOTAL $ RETURN
TOTAL %AGE
TOTAL Annualised %age
Rank

soi6
ATM
PLX
SKO
GTK
VGL
$10,000
$11,066
$0
$0
$1,066
10.7%
216.1%
1

Left Field
ATM
IKE
PLX
SKO
WDT
$10,000
$11,041
$0
$0
$1,041
10.4%
211.0%
2

Rupert Bear
ATM
FPH
OCA
SKO
SML
$10,000
$10,864
$0
$0
$864
8.6%
175.3%
3

sylvester cat
PLX
THL
ATM
MFT
ARV
$10,000
$10,753
$0
$0
$753
7.5%
152.7%
4

gmatt
CAV
NZR
PLX
RBC
SKO
$10,000
$10,740
$0
$0
$740
7.4%
150.0%
5

RupertBear

22-01-2019, 11:27 PM

Results for the week ended Jan 18th...a few changes this week, with soi6 taking over the lead, and your humble puddy tat moving into the top 5.
The common denominators appear to be the increases in PLX, ATM and SKO for the year so far, with SKO rising a whopping 10% over the last week.

As always, results are available on https://sites.google.com/view/nzsharepicks/home.
Remember that you can enter your username in the yellow cell, and it pops up with a bit more detail on your individual performance.

Username
Pick 1
Pick 2
Pick 3
Pick 4
Pick 5
Opening Investment
Closing Investment
add Dividends
add Rights Issue
TOTAL $ RETURN
TOTAL %AGE
TOTAL Annualised %age
Rank

soi6
ATM
PLX
SKO
GTK
VGL
$10,000
$11,066
$0
$0
$1,066
10.7%
216.1%
1

Left Field
ATM
IKE
PLX
SKO
WDT
$10,000
$11,041
$0
$0
$1,041
10.4%
211.0%
2

Rupert Bear
ATM
FPH
OCA
SKO
SML
$10,000
$10,864
$0
$0
$864
8.6%
175.3%
3

sylvester cat
PLX
THL
ATM
MFT
ARV
$10,000
$10,753
$0
$0
$753
7.5%
152.7%
4

gmatt
CAV
NZR
PLX
RBC
SKO
$10,000
$10,740
$0
$0
$740
7.4%
150.0%
5

Thats meeee Rupert Bear at number 3! :eek2: :D

minimoke

23-01-2019, 06:55 AM

Onya mini!!!! Will reflect in the next post...Thankyou. While Animalists fill two of the Top 10 spots I am trying to do my bit for Diversity. With teh exception that I am earning my spot rather than being placed their on the basis of my engine size

Vaygor1

26-01-2019, 05:12 PM

.... We should see diversity in these posts such as "the fleet has picked". Time to end this animalsogynist behaviour!
#carscountoo!

In an effort to further increase diversity whilst not stealing the word 'fleet' (most often applied to ships one would think?) from MM, I invite SylvesterCat to consider 'flotilla'.

Oliver Mander

29-01-2019, 07:53 PM

Hi all...results for the week ended Jan 25th are shown below. soi6 continues the grip of the top spot, but there's been total change in the next 4 spots...looks like the continued rise of SKO has helped a-plenty in this result, coupled with small declines in ATM and PLX during the week. The general market rose by only 13 points during the week, which probably held back conservative punters also.

Username
Pick 1
Pick 2
Pick 3
Pick 4
Pick 5
Opening Investment
Closing Investment
add Dividends
add Rights Issue
TOTAL $ RETURN
TOTAL %AGE
TOTAL Annualised %age
Rank

soi6
ATM
PLX
SKO
GTK
VGL
$10,000
$11,116
$0
$0
$1,116
11.2%
162.9%
1

cycling
ARV
ATM
PPH
MEL
ZEL
$10,000
$10,900
$0
$0
$900
9.0%
131.4%
2

MuscatJumper
HGH
WDT
RAK
AIA
VGL
$10,000
$10,815
$0
$0
$815
8.1%
119.0%
3

Whome
SKO
GTK
VGL
OCA
ATM
$10,000
$10,801
$0
$0
$801
8.0%
116.9%
4

Ratkin
EBO
RBC
IFT
SML
RAK
$10,000
$10,796
$0
$0
$796
8.0%
116.2%
5

Full results in the usual place - https://sites.google.com/view/nzsharepicks.

Oliver Mander

07-02-2019, 07:17 PM

Results to February 1st...Left Field is back in the frame!

Username
Pick 1
Pick 2
Pick 3
Pick 4
Pick 5
Opening Investment
Closing Investment
add Dividends
add Rights Issue
TOTAL $ RETURN
TOTAL %AGE
TOTAL Annualised %age
Rank

soi6
ATM
PLX
SKO
GTK
VGL
$10,000
$11,153
$0
$0
$1,153
11.5%
131.5%
1

Left Field
ATM
IKE
PLX
SKO
WDT
$10,000
$11,042
$0
$0
$1,042
10.4%
118.9%
2

cycling
ARV
ATM
PPH
MEL
ZEL
$10,000
$10,907
$0
$0
$907
9.1%
103.4%
3

hardt
ABA
ATM
CVT
PLX
PPH
$10,000
$10,863
$0
$0
$863
8.6%
98.5%
4

Bosse1
EBO
ATM
IFT
WDT
FBU
$10,000
$10,769
$0
$0
$769
7.7%
87.8%
5

Full results in the usual place - https://sites.google.com/view/nzsharepicks.

Leftfield

07-02-2019, 07:43 PM

Crikey! I get a bit scared this high up in the listings this early in the year..... it's a long way to fall (and I have a feeling IKE might be my downfall.)

Interesting that while ATM is the constant, the top 5 show quite diverse selections.

Thanks again SC.

hardt

10-02-2019, 10:41 AM

CVT possibly being my CBL this year....

BlackPeter

11-02-2019, 08:32 AM

I wouldn't think that CVT will turn that bad - I guess they have neither knights nor dames on board, just a boring underperforming agricultural stock with credibility issues ...

Oliver Mander

14-02-2019, 05:39 PM

Results are out for the week to Feb 8th...and guess what, its all change! Bosse1 is now leading, while LeftField continues to be in the top group. My own picks sent me from 10th to 58th after this week, so that's me gone :-)!! Thanks THL....

ATM is a common factor underpinning these good results...but other than that seems to be case of keeping an 'even keel' on other picks rather than losing a shedload. A good theory at times - cut yourself off at the ankles to cut everyone else off at the knees...

Full results in the usual place - https://sites.google.com/view/nzsharepicks.

Username
Pick 1
Pick 2
Pick 3
Pick 4
Pick 5
Opening Investment
Closing Investment
add Dividends
add Rights Issue
TOTAL $ RETURN
TOTAL %AGE
TOTAL Annualised %age
Rank

Bosse1
EBO
ATM
IFT
WDT
FBU
$10,000
$10,959
$0
$0
$959
9.6%
89.7%
1

RGR367
ATM
HGH
OHE
SKC
SKO
$10,000
$10,933
$0
$0
$933
9.3%
87.3%
2

soi6
ATM
PLX
SKO
GTK
VGL
$10,000
$10,927
$0
$0
$927
9.3%
86.7%
3

Left Field
ATM
IKE
PLX
SKO
WDT
$10,000
$10,904
$0
$0
$904
9.0%
84.6%
4

Chanchay
SML
ATM
SKO
WHS
FBU
$10,000
$10,897
$0
$0
$897
9.0%
83.9%
5

Oliver Mander

19-02-2019, 03:46 PM

Results for week ended 15/2...we even have a 4th=!!
Common themes at the top end seem to be ATM, SKO and IFT....while at the bottom end, companies like THL are affecting many of us!

Username
Pick 1
Pick 2
Pick 3
Pick 4
Pick 5
Opening Investment
Closing Investment
add Dividends
add Rights Issue
TOTAL $ RETURN
TOTAL %AGE
TOTAL Annualised %age
Rank

Bosse1
EBO
ATM
IFT
WDT
FBU
$10,000
$11,243
$0
$0
$1,243
12.4%
98.6%
1

Left Field
ATM
IKE
PLX
SKO
WDT
$10,000
$10,995
$0
$0
$995
9.9%
78.9%
2

Smiley
OCA
ATM
WDT
ARV
GNE
$10,000
$10,927
$39
$0
$967
9.7%
76.7%
3

Cleverclogs
ATM
SKO
IKE
OCA
WDT
$10,000
$10,884
$39
$0
$923
9.2%
73.3%
4

Thick ‘n East
ATM
IKE
SKO
WDT
OCA
$10,000
$10,884
$39
$0
$923
9.2%
73.3%
4

Ratkin
EBO
RBC
IFT
SML
RAK
$10,000
$10,908
$0
$0
$908
9.1%
72.1%
6

Full results in the usual place - https://sites.google.com/view/nzsharepicks.

winner69

20-02-2019, 06:26 AM

Good doing update just before A2 announcement

After today the leaders will either streak further ahead ......or plunge back to the pack

Oliver Mander

20-02-2019, 09:32 AM

i think anyone who picked A2 might be in for a bounce this coming week...

Leftfield

20-02-2019, 03:12 PM

i think anyone who picked A2 might be in for a bounce this coming week...

And best of all, so is my bank balance!

carrom74

20-02-2019, 03:16 PM

i think anyone who picked A2 might be in for a bounce this coming week...

And that would be half of all of us???:)

Oliver Mander

05-03-2019, 12:32 PM

Well, that longed-for stability at the top has not yet occurred as the top 5 are completely swapped out from last week...except for Left Field, whose portfolio picks are weathering all storms.
ATM and SKO are common themes...and the partial recovery of THL has helped others lower down in the table.

Username
Pick 1
Pick 2
Pick 3
Pick 4
Pick 5
Opening Investment
Closing Investment
add Dividends
add Rights Issue
TOTAL $ RETURN
TOTAL %AGE
TOTAL Annualised %age
Rank

Rupert Bear
ATM
FPH
OCA
SKO
SML
$10,000
$11,533
$39
$0
$1,573
15.7%
95.7%
1

soi6
ATM
PLX
SKO
GTK
VGL
$10,000
$11,540
$0
$0
$1,540
15.4%
93.7%
2

Left Field
ATM
IKE
PLX
SKO
WDT
$10,000
$11,493
$0
$0
$1,493
14.9%
90.8%
3

MuscatJumper
HGH
WDT
RAK
AIA
VGL
$10,000
$11,440
$0
$0
$1,440
14.4%
87.6%
4

Ted2
ATM
SKO
SKL
MHJ
MEL
$10,000
$11,393
$0
$0
$1,393
13.9%
84.8%
5

Full results in the usual place - https://sites.google.com/view/nzsharepicks.:

minimoke

05-03-2019, 12:37 PM

Full results in the usual place - https://sites.google.com/view/nzsharepicks.:Still only reporting to 15 feb.

Beagle

05-03-2019, 01:11 PM

World order has been restored. The dog is ahead of the cat lol

minimoke

05-03-2019, 01:16 PM

World order has been restored. The dog is ahead of the cat lolCough........

winner69

05-03-2019, 02:44 PM

World order has been restored. The dog is ahead of the cat lol

But what about the Bear

Well done Rupert

Hope you making zillions in real life

Beagle

05-03-2019, 02:48 PM

Cough........

Was talking about Sylvester cat mate. You going well :t_up:

Yes well done little Rupert bear, great going mate ! :t_up: :t_up:

RupertBear

05-03-2019, 10:36 PM

But what about the Bear

Well done Rupert

Hope you makes ng zillions in real life

:eek2::eek2: Gosh thats mee Rupert Bear in the lead :lol::lol: :D

Oliver Mander

07-03-2019, 09:59 AM

Was talking about Sylvester cat mate. You going well :t_up:

Yes well done little Rupert bear, great going mate ! :t_up: :t_up:

Yip, could be the year of the great battle between cats and dogs...although given positioning, suspect we're hardly threatening the real battle up the top of the leaderboard!
Beagle and I are going up and down like a yo-yo...with the exception of ATM, we've picked completely different shares also!

Oliver Mander

13-03-2019, 04:54 PM

Rushing out the door, so no time to do a quick analysis on changes...but here are the results to March 8th. Full results available on the usual site.
https://sites.google.com/view/nzsharepicks

Username
Pick 1
Pick 2
Pick 3
Pick 4
Pick 5
Opening Investment
Closing Investment
add Dividends
add Rights Issue
TOTAL $ RETURN
TOTAL %AGE
TOTAL Annualised %age
Rank

soi6
ATM
PLX
SKO
GTK
VGL
$10,000
$11,853
$11
$0
$1,865
18.6%
101.6%
1

Ted2
ATM
SKO
SKL
MHJ
MEL
$10,000
$11,786
$54
$0
$1,841
18.4%
100.3%
2

Rupert Bear
ATM
FPH
OCA
SKO
SML
$10,000
$11,593
$39
$0
$1,632
16.3%
88.9%
3

black knat
ATM
EBO
MEL
SML
GNE
$10,000
$11,531
$0
$0
$1,531
15.3%
83.4%
4

stef
ATM
FPH
HGH
POT
SCL
$10,000
$11,421
$66
$0
$1,488
14.9%
81.0%
5

Good to see, tho, the Young bear moving up in the world, thanks to a heavy diet of milk and...travel snacks? Soi is being pretty consistent at the top also...

Beagle

14-03-2019, 10:17 AM

Oliver Mander

14-03-2019, 11:19 AM

That could be interpreted as the cat chasing the dog, as it runs away yelping....indeed, the correct world order (at least, if my own cats are anything to go by).
We shall see Mr Beagle...early days, early days...

Oliver Mander

19-03-2019, 11:38 PM

Well, here are the results to March 15th. Full results will be on the website shortly: https://sites.google.com/view/nzsharepicks

It seems like a terrible week to be posting this. What's happened in my former home town this week is an insult to the people of that city, one that will unfairly tarnish its image for years to come. I'm sure we're all horrified and share deep grief for the victims and their families.

In terms of this comp, the only major change to the top 5 is that Muscat Jumper has forced their way in, at the expense of stef. The main difference during the week appears to be the significant increase in AIA supporting the Muscat, whereas stef suffered from a loss in value in ATM during the week (as did many of us). Soi6 continues to lead the way however...actually increasing their margin over 2nd place! PLX remained solid for soi6 during the week, more than offsetting the weekly loss in ATM.

Username
Pick 1
Pick 2
Pick 3
Pick 4
Pick 5
Opening Investment
Closing Investment
add Dividends
add Rights Issue
TOTAL $ RETURN
TOTAL %AGE
TOTAL Annualised %age
Rank

soi6
ATM
PLX
SKO
GTK
VGL
$10,000
$11,968
$11
$0
$1,979
19.8%
95.0%
1

MuscatJumper
HGH
WDT
RAK
AIA
VGL
$10,000
$11,643
$62
$0
$1,705
17.1%
81.9%
2

Ted2
ATM
SKO
SKL
MHJ
MEL
$10,000
$11,508
$131
$0
$1,640
16.4%
78.8%
3

black knat
ATM
EBO
MEL
SML
GNE
$10,000
$11,605
$34
$0
$1,639
16.4%
78.7%
4

Rupert Bear
ATM
FPH
OCA
SKO
SML
$10,000
$11,580
$39
$0
$1,619
16.2%
77.8%
5

MUCH more importantly, a certain puddy tat seems to have opened up a significant lead over a low-slung hound...strength in SML could not overcome a bad week in all other picks by the barking one, whereas puddy tat was helped by the rise and rise of MFT, a solid PLX and even a recovery of sorts for THL...
Its alright beagle me old mate, we're nowhere near challenging the leaders right now! We can commiserate together.

Beagle

20-03-2019, 08:08 AM

The results are "fixed" I tell ya :lol: https://www.youtube.com/watch?v=esjec0JWEXU

777

20-03-2019, 08:44 AM

What happened to my ARG. Do you know something I have missed.

Pick 2 ARG 20% $2,000 1,666.67 $1.200 $0.000 $0 $26.00 $0.00 -$1,974.00 -98.7% -100.0%

Oliver Mander

20-03-2019, 09:01 AM

Whoops.
Will take a look 777 - sorry about that.

777: something wrong in my underlying feed. looks like it switched date/month around for the last week. Easy to fix, will get it sorted. Does not appear to have impacted any other result.
Thanks for letting me know :-)

Oliver Mander

20-03-2019, 09:11 AM

What happened to my ARG. Do you know something I have missed.

Pick 2 ARG 20% $2,000 1,666.67 $1.200 $0.000 $0 $26.00 $0.00 -$1,974.00 -98.7% -100.0%

All fixed. No change to top 5 - but 777 is up there in 6TH PLACE!!!

Beagle

20-03-2019, 09:13 AM

All fixed. No change to top 5 - but 777 is up there in 6TH PLACE!!!

See I told ya the results were fixed :p SUM cunning dog has heaps of ARG in his real portfolio :D

RGR367

20-03-2019, 01:14 PM

All fixed. No change to top 5 - but 777 is up there in 6TH PLACE!!!
And breathing down his neck and on a perfect number is sinceramente :t_up:

777

20-03-2019, 01:21 PM

With SML drop today you may have moved up more than one place.

Toulouse - Luzern

27-03-2019, 11:01 AM

Firstly Thanks SylvesterCat for running the competition.
Great software design that reflects talent and imagination....

Secondly one of my picks Orion Health (OHE) is about to delist ...

So confirming the rules:

"If a selection delists or otherwise somehow dissolves; it will be kept but manually adjusted in your selections to reflect the realised situation
resulting from the event causing this."

Am I right in assuming
(1) OHE price at delisting $1.23, and a YTD profit of 5.1% is the result for the stock for this year.
(2) There is no option to pick another stock.

Thanks and regards

Oliver Mander

01-04-2019, 10:16 AM

Quite correct Toulouse - Luzern.
I didn't get the results out last week (a little busy), but did notice that the last price for OHE was midweek.
I'll wait until Tuesday and get the fortnightly update out.

Toulouse - Luzern

01-04-2019, 01:02 PM

Many thanks

Oliver Mander

03-04-2019, 09:32 AM

Well, that was an interesting couple of weeks...and that's even before yesterday's shenanigans. For the first time in living memory, I think we have TWO brokers in the top 5!!! Well done to Craigs INvestment Partners and Hobsons Wealth...that means of course there has been quite the change at the top. SML affected a few, but it was the rise of the classic blue chips that has had the biggest impact - MFT, MEL, FPH, etc.

On the 'cat v dog' front, this has greatly helped sylvester pull out a bit of a lead over the beagle...MFT has been kind to me too.

Username
Pick 1
Pick 2
Pick 3
Pick 4
Pick 5
Opening Investment
Closing Investment
add Dividends
add Rights Issue
TOTAL $ RETURN
TOTAL %AGE
TOTAL Annualised %age
Rank

black knat
ATM
EBO
MEL
SML
GNE
$10,000
$12,039
$82
$0
$2,121
21.2%
86.0%
1

B - Craigs Investment
ATM
MFT
MEL
EBO
FPH
$10,000
$11,960
$82
$0
$2,042
20.4%
82.8%
2

soi6
ATM
PLX
SKO
GTK
VGL
$10,000
$11,867
$11
$0
$1,878
18.8%
76.2%
3

B - Hobson
MFT
ATM
FBU
VGL
NZK
$10,000
$11,798
$62
$0
$1,860
18.6%
75.4%
4

GV1
ATM
NZK
SCL
FRE
FPH
$10,000
$11,697
$101
$0
$1,798
18.0%
72.9%
5

Full results available shortly at https://sites.google.com/view/nzsharepicks. These results are to March 31st

black knat

03-04-2019, 01:55 PM

yay! In the lead with blue sky ahead... says the knat hopefully:)

Oliver Mander

03-04-2019, 03:47 PM

yay! In the lead with blue sky ahead... says the knat hopefully:)

Suspect the rise of Plexure will have an impact on your first place next week....!

Oliver Mander

10-04-2019, 12:11 AM

Well, there has been a total clear out of the top 5 this week. It wasn't so much that the top 5 failed miserably last week (they haven't), its more of a case that everyone who picked PLX in the comp caught up with the established leaders. For soi6, this was great news - moving from 3rd to 1st. MikeybyCrikey added to his previous solid performance also...and then its a spectacular gap to 3rd place....ummmm...and that is a certain purring puss. Yapping beagles are 89 places behind (its alright beagle, its the one chance I get, I'll never do it again).

PLX also helped one broker - MSL Capital - which means that we have the unprecedented situation where three brokers are int he top 20! A good year to be an analyst...

One other observation is that (similar to last year) the NZX50 is still managing to come in ahead of around two thirds of us (in 69th place).

Username
Pick 1
Pick 2
Pick 3
Pick 4
Pick 5
Opening Investment
Closing Investment
add Dividends
add Rights Issue
TOTAL $ RETURN
TOTAL %AGE
TOTAL Annualised %age
Rank

soi6
ATM
PLX
SKO
GTK
VGL
$10,000
$13,441
$11
$0
$3,452
34.5%
129.9%
1

mikeybycrikey
ATM
HLG
PLX
THL
WDT
$10,000
$13,274
$50
$0
$3,324
33.2%
125.1%
2

sylvester cat
PLX
THL
ATM
MFT
ARV
$10,000
$12,802
$71
$0
$2,873
28.7%
108.1%
3

Gumboot
PLX
SKL
WDT
IKE
VGL
$10,000
$12,806
$66
$0
$2,871
28.7%
108.0%
4

Left Field
ATM
IKE
PLX
SKO
WDT
$10,000
$12,817
$0
$0
$2,817
28.2%
106.0%
5

Results will be on the website shortly (https://sites.google.com/view/nzsharepicks).

Leftfield

10-04-2019, 07:15 AM

Thank you PLX (and Sylvester.)

So16's picks are looking v astute.

Well done to all the others in the top 5, there are some v good tips and picks there for the open minded!

Oliver Mander

14-04-2019, 03:08 PM

There will be no update this week as i am tramping and out of range. All the best to all for the week!

Oliver Mander

25-04-2019, 12:04 PM

Hi all...results to April 21st. The top 5 are exactly the same - albeit with a bit of a shuffle-around. That's in spite of the fall from grace of THL affecting Sylvester's picks rather badly! Amazed the puss managed to hang onto 5th place...but what's really clear is that
1) soi6 has widened their first place lead - thanks to 4 picks being in the top 10 best performing stocks on the market: ATM (3rd), PLX (1st), SKO (7th), GTK (48th), VGL (4th)
2) the plethora of brokers in the top 10 have all but disappeared - Hobsons is still there in 6th place, but Craig's have gone right back to 19th.

All Picks

Username
Pick 1
Pick 2
Pick 3
Pick 4
Pick 5
Opening Investment
Closing Investment
add Dividends
add Rights Issue
TOTAL $ RETURN
TOTAL %AGE
TOTAL Annualised %age
Rank

soi6
ATM
PLX
SKO
GTK
VGL
$10,000
$14,006
$11
$0
$4,017
40.2%
132.1%
1

Left Field
ATM
IKE
PLX
SKO
WDT
$10,000
$13,279
$0
$0
$3,279
32.8%
107.8%
2

mikeybycrikey
ATM
HLG
PLX
THL
WDT
$10,000
$13,105
$146
$0
$3,251
32.5%
106.9%
3

Gumboot
PLX
SKL
WDT
IKE
VGL
$10,000
$12,776
$66
$0
$2,842
28.4%
93.4%
4

sylvester cat
PLX
THL
ATM
MFT
ARV
$10,000
$12,485
$71
$0
$2,556
25.6%
84.0%
5

Results will be on the website shortly (https://sites.google.com/view/nzsharepicks). Hope you're all having a good 'relaxing' week.

Oliver Mander

30-04-2019, 08:23 PM

Results to Apr 28th. Some big changes this week - sylvester cat and gumboot out of the top 5 (thank you THL), replaced by GV1 and Hobsons Wealth Mgmt (back with a vengeance). Overall trend this week was downwards, but somehow soi6 managed to widen their lead yet again!

All Picks

Username
Pick 1
Pick 2
Pick 3
Pick 4
Pick 5
Opening Investment
Closing Investment
add Dividends
add Rights Issue
TOTAL $ RETURN
TOTAL %AGE
TOTAL Annualised %age
Rank

soi6
ATM
PLX
SKO
GTK
VGL
$10,000
$13,806
$11
$0
$3,817
38.2%
118.1%
1

Left Field
ATM
IKE
PLX
SKO
WDT
$10,000
$12,987
$0
$0
$2,987
29.9%
92.4%
2

mikeybycrikey
ATM
HLG
PLX
THL
WDT
$10,000
$12,748
$146
$0
$2,894
28.9%
89.5%
3

B - Hobson
MFT
ATM
FBU
VGL
NZK
$10,000
$12,628
$62
$0
$2,689
26.9%
83.2%
4

GV1
ATM
NZK
SCL
FRE
FPH
$10,000
$12,469
$101
$0
$2,569
25.7%
79.5%
5

Results are on the website, as per usual (https://sites.google.com/view/nzsharepicks). All the best for the coming week!
Sylvester.

Oliver Mander

07-05-2019, 10:32 PM

Results to May 5th...soi6 maintaining a solid lead! The top 3 generally has a look of stability about it.,..the big impact last week impacted both Hobson Wealth Mgmt and GV1, with NZK's downgrades prompting them to crash out of the top 5...

All Picks

Username
Pick 1
Pick 2
Pick 3
Pick 4
Pick 5
Opening Investment
Closing Investment
add Dividends
add Rights Issue
TOTAL $ RETURN
TOTAL %AGE
TOTAL Annualised %age
Rank

soi6
ATM
PLX
SKO
GTK
VGL
$10,000
$14,322
$11
$0
$4,333
43.3%
126.5%
1

mikeybycrikey
ATM
HLG
PLX
THL
WDT
$10,000
$13,350
$146
$0
$3,496
35.0%
102.1%
2

Left Field
ATM
IKE
PLX
SKO
WDT
$10,000
$13,446
$0
$0
$3,446
34.5%
100.6%
3

silverblizzard888
QEX
MOA
PLX
SML
BLT
$10,000
$13,350
$0
$0
$3,350
33.5%
97.8%
4

Gumboot
PLX
SKL
WDT
IKE
VGL
$10,000
$12,989
$66
$0
$3,054
30.5%
89.2%
5

Results are on the website, as per usual (https://sites.google.com/view/nzsharepicks). All the best for the coming week!
Sylvester.

hamish

23-05-2019, 07:44 AM

Hi all. Is anyone else at Craig's investor day in Auckland today at Cordis Hotel? Could meet at lunch break.. Posted here as no thread

Oliver Mander

05-06-2019, 09:13 AM

...and the update has been a while coming! My apologies - May has been a busy month. I didn't follow the conventional wisdom and "stay away", and am regretting it now!
However - on the picks front, the results season has had an impact, especially for holders of PLX. Results below...the big changes are mikeybycrikey and sylvester cat dropping down slightly - although they are not far behind in 6th and 7th.

All Picks

Username
Pick 1
Pick 2
Pick 3
Pick 4
Pick 5
Opening Investment
Closing Investment
add Dividends
add Rights Issue
TOTAL $ RETURN
TOTAL %AGE
TOTAL Annualised %age
Rank

soi6
ATM
PLX
SKO
GTK
VGL
$10,000
$16,704
$11
$0
$6,715
67.2%
162.3%
1

silverblizzard888
QEX
MOA
PLX
SML
BLT
$10,000
$15,563
$0
$0
$5,563
55.6%
134.5%
2

Left Field
ATM
IKE
PLX
SKO
WDT
$10,000
$15,205
$0
$0
$5,205
52.1%
125.8%
3

Gumboot
PLX
SKL
WDT
IKE
VGL
$10,000
$15,063
$66
$0
$5,129
51.3%
124.0%
4

B - MSL Capital
AFT
FRE
GTK
GXH
PLX
$10,000
$14,856
$41
$0
$4,897
49.0%
118.4%
5

Results are on the website, as per usual (https://sites.google.com/view/nzsharepicks).
Sylvester.

bull....

05-06-2019, 09:21 AM

good stuff SC , how do you account for rights issue in results ie IFT

Oliver Mander

05-06-2019, 09:40 AM

bull....

05-06-2019, 09:48 AM

Ahhh good point Bull.
There is a formula, but i have not done it in this update. Plain forgot; i normally keep an eye out for rights issues.

Are there any others except IFT?

Will sort this out next update.

hi , dont recall all of them but maybe ift , tlt , moa , someone else might know of more.

Oliver Mander

05-06-2019, 10:27 AM

hi , dont recall all of them but maybe ift , tlt , moa , someone else might know of more.

I know about MOA. Hadn't caught TLT, thank you for that. Question for those who know - was ARG (March???) a straight capital raise or a rights issue?

777

05-06-2019, 11:02 AM

If this is what you are referring to they had nothing to do with share holding or price.

Argosy Property Ltd (ARG010) Green Bonds

Oliver Mander

05-06-2019, 11:05 AM

If this is what you are referring to they had nothing to do with share holding or price.

Argosy Property Ltd (ARG010) Green Bonds

Ahhh...thanks 777!

Grimy

06-06-2019, 07:15 PM

I see some dividends for NWF?
I haven't received a dividend since last year in real life (I realise this will put me even closer to the bottom of the table.....).

aquaman

07-06-2019, 05:34 PM

Ahhh good point Bull.
There is a formula, but i have not done it in this update. Plain forgot; i normally keep an eye out for rights issues.

Are there any others except IFT?

Will sort this out next update.

Evo? Not sure but any help at all might bring me off the bottom ladder rung

Oliver Mander

11-06-2019, 08:44 AM

I see some dividends for NWF?
I haven't received a dividend since last year in real life (I realise this will put me even closer to the bottom of the table.....).

Hi Grimy...NWF have definitely announced a dividend, record date of May 23rd (which is why it was included in the last set of PIcks results).

Grimy

25-06-2019, 10:57 AM

Thanks SC.
That was a nice surprise-I obviously wasn't paying attention!

bull....

27-06-2019, 06:28 AM

hi SC arv is having a rights issue.

Oliver Mander

27-06-2019, 09:21 AM

hi SC arv is having a rights issue.

Thanks bull...yes, was aware of that one. I think THL might be having one as well.
Apologies for update delay, I am having to change data source (and the associated coding that goes with it). Will be up and running again soon.
SC

Oliver Mander

28-06-2019, 12:58 AM

Well, its been quite the mission to re-code the data source, but back on deck! Funnily enough, not much has changed...soi6 still leading us out, with MSL Capital coming in a strong second place! Yours truly is in 6th place overall, not far behind silverblizzard. Note that rights issues are now factored in here for IFT, MOA and TLT. Announced rights issues for ARV and THL are not yet included as their record date is in early July. Also, Veritas name change has been recorded in here also.

PLX, BLT and VGL remain the holy trinity, although I don't think anyone has picked all 3. At the other end of the scale, THL has let many of us down, in 110th place. But its SEA that takes out the last spot, with an impressive -66.7% return for the year so far.

Username
Pick 1
Pick 2
Pick 3
Pick 4
Pick 5
Opening Investment
Closing Investment
add Dividends
add Rights Issue
TOTAL $ RETURN
TOTAL %AGE
TOTAL Annualised %age
Rank

soi6
ATM
PLX
SKO
GTK
VGL
$10,000
$17,098
$31
$0
$7,129
71.3%
151.3%
1

B - MSL Capital
AFT
FRE
GTK
GXH
PLX
$10,000
$15,427
$121
$0
$5,548
55.5%
117.7%
2

Gumboot
PLX
SKL
WDT
IKE
VGL
$10,000
$15,176
$66
$0
$5,242
52.4%
111.2%
3

Left Field
ATM
IKE
PLX
SKO
WDT
$10,000
$15,080
$0
$0
$5,080
50.8%
107.8%
4

silverblizzard888
QEX
MOA
PLX
SML
BLT
$10,000
$14,909
$0
-$4
$4,906
49.1%
104.1%
5

Results are on the website, as per usual (https://sites.google.com/view/nzsharepicks).
Sylvester.

Oliver Mander

03-07-2019, 12:26 PM

Results to June 28th here - halfway through the year!! A MASSIVE performance by PLX during the week; this will have even more of an impact in next week's results, as the share price continues to rise.

Username
Pick 1
Pick 2
Pick 3
Pick 4
Pick 5
Opening Investment
Closing Investment
add Dividends
add Rights Issue
TOTAL $ RETURN
TOTAL %AGE
TOTAL Annualised %age
Rank

soi6
ATM
PLX
SKO
GTK
VGL
$10,000
$18,028
$31
$0
$8,059
80.6%
164.3%
1

B - MSL Capital
AFT
FRE
GTK
GXH
PLX
$10,000
$16,185
$121
$0
$6,306
63.1%
128.6%
2

Left Field
ATM
IKE
PLX
SKO
WDT
$10,000
$16,083
$0
$0
$6,083
60.8%
124.0%
3

Gumboot
PLX
SKL
WDT
IKE
VGL
$10,000
$16,012
$66
$0
$6,077
60.8%
123.9%
4

mikeybycrikey
ATM
HLG
PLX
THL
WDT
$10,000
$15,510
$146
$0
$5,657
56.6%
115.3%
5

There is a very clear first place in soi6, with mikeybycrikey swapping into the top 5 with sliverblizzard. The reality is that 2nd - 10th place are very close together, with YTD returns of over 50%, and there is then quite a drop back to 11th.

Results are on the website, as per usual (https://sites.google.com/view/nzsharepicks).

Oliver Mander

09-07-2019, 01:23 PM

Results to July 5th...mikeyby crikey drops down to 7th this week, replaced by the silverblizzard. Other than that, the look of 'sameness' continues - sylvestercat maintaining a constant 6th place for about the 10th week in a row!! The results this week include the impact of rights issues for both ARV and THL, although THL continues to be an overall drag on performance YTD.

Full results will be on the website shortly, as per usual (https://sites.google.com/view/nzsharepicks).

Username
Pick 1
Pick 2
Pick 3
Pick 4
Pick 5
Opening Investment
Closing Investment
add Dividends
add Rights Issue
TOTAL $ RETURN
TOTAL %AGE
TOTAL Annualised %age
Rank

soi6
ATM
PLX
SKO
GTK
VGL
$10,000
$19,103
$31
$0
$9,134
91.3%
179.2%
1

B - MSL Capital
AFT
FRE
GTK
GXH
PLX
$10,000
$17,337
$121
$0
$7,458
74.6%
146.4%
2

Left Field
ATM
IKE
PLX
SKO
WDT
$10,000
$17,153
$0
$0
$7,153
71.5%
140.4%
3

Gumboot
PLX
SKL
WDT
IKE
VGL
$10,000
$16,867
$66
$0
$6,933
69.3%
136.0%
4

silverblizzard888
QEX
MOA
PLX
SML
BLT
$10,000
$16,660
$0
$0
$6,660
66.6%
130.7%
5

Cheers all...happy investing.

Lola

09-07-2019, 04:52 PM

Oliver Mander

16-07-2019, 04:03 PM

A few more changes at the top end this week...there are three clear groups emerging. First, all by themselves, is soi6 - with a $1.7k gap to the next group of 2 (LeftField, MSL Capital) and then another $500 back to the next group of 3 (mikeybycrikey, sylvester cat and Gumboot). PLX remains an 'underpinning' of strong performance in all of the top 10, with the recent recovery in ATM's price helping Left Field and sylvester cat this week.

Username
Pick 1
Pick 2
Pick 3
Pick 4
Pick 5
Opening Investment
Closing Investment
add Dividends
add Rights Issue
TOTAL $ RETURN
TOTAL %AGE
TOTAL Annualised %age
Rank

soi6
ATM
PLX
SKO
GTK
VGL
$10,000
$18,480
$31
$0
$8,511
85.1%
161.0%
1

Left Field
ATM
IKE
PLX
SKO
WDT
$10,000
$16,813
$0
$0
$6,813
68.1%
128.8%
2

B - MSL Capital
AFT
FRE
GTK
GXH
PLX
$10,000
$16,691
$121
$0
$6,812
68.1%
128.8%
3

sylvester cat
PLX
THL
ATM
MFT
ARV
$10,000
$16,183
$115
$69
$6,367
63.7%
120.4%
4

mikeybycrikey
ATM
HLG
PLX
THL
WDT
$10,000
$16,189
$146
$12
$6,347
63.5%
120.0%
5

Yachtie raises a good point in terms of MSL Capital being a strong performer in this years comp. Craigs Investment Partners also deserves a mention - in 17th place.
Lola, AFT definitely has had an impact also - but offset overall by the recovery in ATM. Nonetheless, AFT is now the 6th best performing share this year.

Full results will be on the website shortly, as per usual (https://sites.google.com/view/nzsharepicks). As always, happy investing

sylvester.

Oliver Mander

23-07-2019, 02:55 PM

Hi all...top 5 results for w/e Jul 19th shown below.
Sylvester continues the quiet march into 3rd place this week, but the same solidity around the top 5 remains in place. soi6 looks completely unassailable in 1st, as per most of the year...

Shares that have underpinned success in the top 5 are well documented - but a special mention for MFT, which has flown under the radar while doubling its share price over the last year.

Username
Pick 1
Pick 2
Pick 3
Pick 4
Pick 5
Opening Investment
Closing Investment
add Dividends
add Rights Issue
TOTAL $ RETURN
TOTAL %AGE
TOTAL Annualised %age
Rank

soi6
ATM
PLX
SKO
GTK
VGL
$10,000
$18,340
$31
$0
$8,371
83.7%
152.8%
1

B - MSL Capital
AFT
FRE
GTK
GXH
PLX
$10,000
$16,530
$121
$0
$6,651
66.5%
121.4%
2

sylvester cat
PLX
THL
ATM
MFT
ARV
$10,000
$16,271
$115
$94
$6,481
64.8%
118.3%
3

Left Field
ATM
IKE
PLX
SKO
WDT
$10,000
$16,442
$0
$0
$6,442
64.4%
117.6%
4

mikeybycrikey
ATM
HLG
PLX
THL
WDT
$10,000
$16,186
$146
$32
$6,364
63.6%
116.1%
5

Full results are on the website as per usual (https://sites.google.com/view/nzsharepicks). As always, happy investing

sylvester.

Oliver Mander

30-07-2019, 02:04 PM

Afternoon everyone...top 5 results for w/e Jul 26th shown below, with a link to the full spreadsheet sitting on the website as per usual (https://sites.google.com/view/nzsharepicks).
The inexorable rise of a certain Puddy Tat continues, with a rise to second place (beating out MSL Capital to 5th). The actual gap between 1st and 2nd has closed a little also - although still stands at an impressive lead of $1400 for soi6. It was clear that the GTK downgrade had a marked impact on both soi6 and MSL.

All Picks

Username
Pick 1
Pick 2
Pick 3
Pick 4
Pick 5
Opening Investment
Closing Investment
add Dividends
add Rights Issue
TOTAL $ RETURN
TOTAL %AGE
TOTAL Annualised %age
Rank

soi6
ATM
PLX
SKO
GTK
VGL
$10,000
$18,533
$31
$0
$8,564
85.6%
151.0%
1

sylvester cat
PLX
THL
ATM
MFT
ARV
$10,000
$16,899
$115
$95
$7,109
71.1%
125.4%
2

Left Field
ATM
IKE
PLX
SKO
WDT
$10,000
$16,830
$0
$0
$6,830
68.3%
120.4%
3

mikeybycrikey
ATM
HLG
PLX
THL
WDT
$10,000
$16,614
$146
$32
$6,793
67.9%
119.8%
4

B - MSL Capital
AFT
FRE
GTK
GXH
PLX
$10,000
$16,577
$121
$0
$6,698
67.0%
118.1%
5

The Cat is particularly happy with the performance of Sylvester Kitten (otherwise known as tictactoe) coming in at a creditable 14th spot so far...

Until next week....
sylvester

Leftfield

31-07-2019, 09:09 AM

Oliver Mander

31-07-2019, 05:45 PM

Well done sylvester...great to see you doing so well. IMHO much is depending on the August results season and it is very close (in more than one sense!)

This comp is a great learning opportunity and I’ve already made some changes to my actual portfolio as a result of what I see here...... interesting times ahead.

Too right Left Field!! I think soi6 is a long way in front, but definitely agree its all pretty close from there on down. I didn't mean to brag...sorry. The story of the week was really GTK, and how that negatively impacted 2 of the top 5. And yes, its always good learning. The good thing about the picks is how people balance 'stability' with some level of risk. A case of which risks payoff + how well "stable" stocks turn out to actually be stable! I have added SKO to my real portfolio this year, having been alerted to it by this comp. Good decision so far...

Leftfield

01-08-2019, 01:17 PM

I don't see you bragging. Just calling it as it is.

Many posters concentrate on Div/yield stocks, however the 100% plus gains YTD of the leaders in your competition show there are other options for investors. Small cap companies on their path to profitability can provide great returns.

From watching so16's success's I've now added VGL to my personal portfolio which includes ATM, SKO, PLX, BLT and a few others. Thanks again for running this great competition.

Lola

02-08-2019, 10:21 AM

results to july 5th...mikeyby crikey drops down to 7th this week, replaced by the silverblizzard. Other than that, the look of 'sameness' continues - sylvestercat maintaining a constant 6th place for about the 10th week in a row!! The results this week include the impact of rights issues for both arv and thl, although thl continues to be an overall drag on performance ytd.

Full results will be on the website shortly, as per usual (https://sites.google.com/view/nzsharepicks).

username
pick 1
pick 2
pick 3
pick 4
pick 5
opening investment
closing investment
add dividends
add rights issue
total $ return
total %age
total annualised %age
rank

soi6
atm
plx
sko
gtk
vgl
$10,000
$19,103
$31
$0
$9,134
91.3%
179.2%
1

b - msl capital
aft
fre
gtk
gxh
plx
$10,000
$17,337
$121
$0
$7,458
74.6%
146.4%
2

left field
atm
ike
plx
sko
wdt
$10,000
$17,153
$0
$0
$7,153
71.5%
140.4%
3

gumboot
plx
skl
wdt
ike
vgl
$10,000
$16,867
$66
$0
$6,933
69.3%
136.0%
4

silverblizzard888
qex
moa
plx
sml
blt
$10,000
$16,660
$0
$0
$6,660
66.6%
130.7%
5

cheers all...happy investing.
well balance is sooo consistent.

Oliver Mander

06-08-2019, 04:25 PM

Results for w/e August 2nd...and we have a change in the top 5!!! silverblizzard has stormed into second place, thanks to a solid week by BLT last week. mikeyby crikey has (for now) dropped to 6th. Of course, after the mayhem today and the sharp decline in PLX, suspect that will have a major impact on the top 15 next week! soi6 seems unassailable - the lead has actually EXTENDED again this week.

Username
Pick 1
Pick 2
Pick 3
Pick 4
Pick 5
Opening Investment
Closing Investment
add Dividends
add Rights Issue
TOTAL $ RETURN
TOTAL %AGE
TOTAL Annualised %age
Rank

soi6
ATM
PLX
SKO
GTK
VGL
$10,000
$18,580
$31
$0
$8,611
86.1%
146.9%
1

silverblizzard888
QEX
MOA
PLX
SML
BLT
$10,000
$17,141
$0
-$18
$7,123
71.2%
121.5%
2

sylvester cat
PLX
THL
ATM
MFT
ARV
$10,000
$16,768
$115
$87
$6,970
69.7%
118.9%
3

B - MSL Capital
AFT
FRE
GTK
GXH
PLX
$10,000
$16,551
$121
$0
$6,672
66.7%
113.8%
4

Left Field
ATM
IKE
PLX
SKO
WDT
$10,000
$16,646
$0
$0
$6,646
66.5%
113.4%
5

Full results on https://sites.google.com/view/nzsharepicks as usual.
Sylvester

Oliver Mander

13-08-2019, 10:00 PM

Results to August 9th shown below. Left Field and MSL Capital have decided to play swapsies, but no other change to the top 5 otherwise. This week, I have adjusted for the machinations of the PGW share scheme - which I think boils down to simply a 1:10 share consolidation. The dividend record date will appear next week (I think its the 14th). I've also adjusted the interim dividend for PGW to reflect the share consolidatiuon (ie, multiplied by 10). The huge changes in markets last week have had an impact - the leaders are down between $500 - $1000 this week compared to last. Interestingly, the average return for all participants has remained constant at $1,400 (14% YTD).

Username
Pick 1
Pick 2
Pick 3
Pick 4
Pick 5
Opening Investment
Closing Investment
add Dividends
add Rights Issue
TOTAL $ RETURN
TOTAL %AGE
TOTAL Annualised %age
Rank

soi6
ATM
PLX
SKO
GTK
VGL
$10,000
$17,688
$31
$0
$7,719
77.2%
127.5%
1

silverblizzard888
QEX
MOA
PLX
SML
BLT
$10,000
$17,153
$0
-$18
$7,135
71.4%
117.8%
2

sylvester cat
PLX
THL
ATM
MFT
ARV
$10,000
$16,162
$115
$92
$6,369
63.7%
105.2%
3

Left Field
ATM
IKE
PLX
SKO
WDT
$10,000
$16,259
$0
$0
$6,259
62.6%
103.4%
4

B - MSL Capital
AFT
FRE
GTK
GXH
PLX
$10,000
$16,043
$121
$0
$6,164
61.6%
101.8%
5

Full results on https://sites.google.com/view/nzsharepicks as usual.
Sylvester

Oliver Mander

20-08-2019, 09:31 PM

Hello all...results to August 16th attached below....and the top 5 has not changed, although MSL Capital has leapt into 3rd place, pushing sylvester and Left Field down 1 spot each. silverblizzard got within $600 of soi6 last week, but the leader has returned with a vengeance, extending to a $1,200 lead. The volatility in sharemarkets has had a big impact last week, particularly impacting the top half of the leaderboard; although perhaps its simply the fall in the PLX share price last week :-)!

Username
Pick 1
Pick 2
Pick 3
Pick 4
Pick 5
Opening Investment
Closing Investment
add Dividends
add Rights Issue
TOTAL $ RETURN
TOTAL %AGE
TOTAL Annualised %age
Rank

soi6
ATM
PLX
SKO
GTK
VGL
$10,000
$17,018
$31
$0
$7,049
70.5%
112.9%
1

silverblizzard888
QEX
MOA
PLX
SML
BLT
$10,000
$15,887
$0
-$16
$5,871
58.7%
94.0%
2

B - MSL Capital
AFT
FRE
GTK
GXH
PLX
$10,000
$15,358
$121
$0
$5,479
54.8%
87.7%
3

sylvester cat
PLX
THL
ATM
MFT
ARV
$10,000
$15,247
$115
$86
$5,448
54.5%
87.2%
4

Left Field
ATM
IKE
PLX
SKO
WDT
$10,000
$15,367
$0
$0
$5,367
53.7%
85.9%
5

Full results on https://sites.google.com/view/nzsharepicks as usual.
Sylvester

Oliver Mander

21-08-2019, 02:22 AM

Hi all...thought it might be time for a "mid year" review of the NZ50 and our little competition. Since 62.4% through 2019 is quite the normal metric to be reviewing.
Have a read - comments welcome!

Article (https://www.linkedin.com/pulse/who-else-reviews-nz-sharemarket-624-through-year-oliver-mander/)

RGR367

21-08-2019, 08:07 AM

Thanks for the revelation beyond the pseudonym!

Oliver Mander

21-08-2019, 08:15 AM

Thanks for the revelation beyond the pseudonym!

not too scary for you I hope...!

Leftfield

21-08-2019, 04:40 PM

waikare

21-08-2019, 05:43 PM

We'll done on the article SC this former journalist found it a good read. Thanks.

As a retired NZ Post worker also found your article a interesting read, thanks Sylvester

Oliver Mander

21-08-2019, 08:59 PM

Thanks :-)

iceman

26-08-2019, 05:17 AM

Very interesting SC and thanks for sharing. Would be interesting to take the top 50 picks on ST to compare to the NZ50 but probably too much work. Once again thanks for the work you put in to run this comp. Always a bit of fun.

Oliver Mander

03-09-2019, 08:55 AM

Hi all...and miracle of miracles we have a change in the top 5! Yours truly has dropped out to 6th, with mikeybycrikey sliding into 5th! Suspect the main driver here have been changes to ATM (downward) and WDT (upward). VGL's revisions have had a significant impact on soi6, our leader, with the lead cut down to $700...Left Field is hot on their heels.

Username
Pick 1
Pick 2
Pick 3
Pick 4
Pick 5
Opening Investment
Closing Investment
add Dividends
add Rights Issue
TOTAL $ RETURN
TOTAL %AGE
TOTAL Annualised %age
Rank

soi6
ATM
PLX
SKO
GTK
VGL
$10,000
$16,596
$31
$0
$6,627
66.3%
100.0%
1

Left Field
ATM
IKE
PLX
SKO
WDT
$10,000
$15,977
$0
$0
$5,977
59.8%
90.1%
2

silverblizzard888
QEX
MOA
PLX
SML
BLT
$10,000
$15,708
$0
-$21
$5,687
56.9%
85.8%
3

B - MSL Capital
AFT
FRE
GTK
GXH
PLX
$10,000
$15,438
$121
$0
$5,559
55.6%
83.8%
4

mikeybycrikey
ATM
HLG
PLX
THL
WDT
$10,000
$15,380
$146
$16
$5,542
55.4%
83.6%
5

Full results are on the usual website: https://sites.google.com/view/nzsharepicks

Cheers, SC

Leftfield

04-09-2019, 07:56 AM

Crikey! Who would have picked such a fall from grace for VGL. Fickle market at the moment and anything could happen in the remaining months.
Good luck all!

Oliver Mander

10-09-2019, 11:06 PM

Last week must have been an anomaly. Normal service in the top 5 is restored this week, with sylvester and mikeybycrikey playing swapsies yet again. soi6 even managed to extend the lead over LeftField again...in fact, LeftField is in danger if losing 2nd place to MSL Capital (ye gods). As Left Field so confidently states, however...markets are volatile right now and anything could happen!

All Picks

Username
Pick 1
Pick 2
Pick 3
Pick 4
Pick 5
Opening Investment
Closing Investment
add Dividends
add Rights Issue
TOTAL $ RETURN
TOTAL %AGE
TOTAL Annualised %age
Rank

soi6
ATM
PLX
SKO
GTK
VGL
$10,000
$16,951
$31
$0
$6,982
69.8%
102.4%
1

Left Field
ATM
IKE
PLX
SKO
WDT
$10,000
$15,893
$0
$0
$5,893
58.9%
86.4%
2

B - MSL Capital
AFT
FRE
GTK
GXH
PLX
$10,000
$15,767
$121
$0
$5,888
58.9%
86.3%
3

sylvester cat
PLX
THL
ATM
MFT
ARV
$10,000
$15,444
$115
$80
$5,639
56.4%
82.7%
4

silverblizzard888
QEX
MOA
PLX
SML
BLT
$10,000
$15,563
$0
-$18
$5,545
55.5%
81.3%
5

Full results are on the usual website: https://sites.google.com/view/nzsharepicks. All the best for the coming week...not sure it has started that well for any of us!

Leftfield

11-09-2019, 02:10 PM

I'm hoping IKE's action today is just the start of a HUGE SP gain! ;) lol.

Oliver Mander

17-09-2019, 04:14 PM

Results to 13/9. Lead is closing up again, with MSL Capital leaping into 2nd place...not so much their choices, merely the impact of SKO and ATM declines on poor old soi6!
Full results will be available shortly here: https://sites.google.com/view/nzsharepicks

Username
Pick 1
Pick 2
Pick 3
Pick 4
Pick 5
Opening Investment
Closing Investment
add Dividends
add Rights Issue
TOTAL $ RETURN
TOTAL %AGE
TOTAL Annualised %age
Rank

soi6
ATM
PLX
SKO
GTK
VGL
$10,000
$16,693
$37
$0
$6,731
67.3%
96.0%
1

B - MSL Capital
AFT
FRE
GTK
GXH
PLX
$10,000
$15,967
$163
$0
$6,131
61.3%
87.4%
2

Left Field
ATM
IKE
PLX
SKO
WDT
$10,000
$16,024
$0
$0
$6,024
60.2%
85.9%
3

sylvester cat
PLX
THL
ATM
MFT
ARV
$10,000
$15,606
$138
$103
$5,847
58.5%
83.4%
4

mikeybycrikey
ATM
HLG
PLX
THL
WDT
$10,000
$15,438
$146
$32
$5,616
56.2%
80.1%
5

Oliver Mander

25-09-2019, 08:11 AM

What an interesting week. The top 5 are still the top 5...not much changing there. But the margins are becoming tight...there's now only $300 difference between soi6 in first place and MSL Capital in second. Admittedly, the gap back to 3rd is another $400, so the overall spread of $900 (ie, 9%) between the top 5 continues. ATM was the big mover down this week, impacting everyone EXCEPT MSL Capital; hence their 'catchup' to get close to soi6.

Username
Pick 1
Pick 2
Pick 3
Pick 4
Pick 5
Opening Investment
Closing Investment
add Dividends
add Rights Issue
TOTAL $ RETURN
TOTAL %AGE
TOTAL Annualised %age
Rank

soi6
ATM
PLX
SKO
GTK
VGL
$10,000
$16,230
$37
$0
$6,267
62.7%
87.0%
1

B - MSL Capital
AFT
FRE
GTK
GXH
PLX
$10,000
$15,781
$163
$0
$5,944
59.4%
82.5%
2

sylvester cat
PLX
THL
ATM
MFT
ARV
$10,000
$15,309
$138
$109
$5,555
55.5%
77.1%
3

Left Field
ATM
IKE
PLX
SKO
WDT
$10,000
$15,533
$0
$0
$5,533
55.3%
76.8%
4

mikeybycrikey
ATM
HLG
PLX
THL
WDT
$10,000
$15,191
$146
$32
$5,369
53.7%
74.5%
5

Full results will be available shortly here: https://sites.google.com/view/nzsharepicks.
What is worth noting is the slight change in shape of the 'top 5' shares for the year. VGL and AUG have dropped out of the top 5...replace by Meridian and Contact (MEL and CEN). That of course reflects the 'dividend story' in a world of low/negative interest rates and a flight to protect cash in a world of low growth. But it is indeed interesting, and a good reflection of the times we live in.

Your faithful puddytat, Sylvester

Cool Bear

07-10-2019, 10:38 PM

Snoopy

08-10-2019, 03:32 AM

Hi Sylvester

As part of the consolidation of the 10 shares into one, shareholders received $3.10 for every 10 shares they held.

No they didn't. Shareholders received either a 31cps 'special dividend'/ 'capital return' on a pre-consolidation basis , or $3.10 for each and every share they held post consolidation by way of a special dividend. I know, because I am a shareholder!

Can you amend the results for PGW (I suggest adding $3.10 to the dividends received).
So PGW is actually a positive investment. Starting price $5.10 becomes $2.00 after the $3.10 cash back. Current price of $2.43 plus dividends makes it positive rather than negative!

Regards
CB

The rest of your post looks all right CB.

SNOOPY

Oliver Mander

08-10-2019, 05:08 PM

Will check out the PGW situation this evening. I did think I had it right, I have to say, but it was complicated and I might have missed something. I allowed for the dividend (I thought). My apologies for this....

Oliver Mander

08-10-2019, 08:39 PM

No they didn't. Shareholders received either a 31cps 'special dividend'/ 'capital return' on a pre-consolidation basis , or $3.10 for each and every share they held post consolidation by way of a special dividend. I know, because I am a shareholder!

The rest of your post looks all right CB.

SNOOPY

Okay, so please accept my apologies. I missed the capital return :-(. What I have done is "normalised" the share price through the year, by multiplying all prices by 10. I have then added a $3.10 capital return (admittedly under 'rights' to avoid messing with my automated dividend stream!). In re-looking at this, I realised I also did not multiply the March dividend by 10, to account for the pre-consolidation dividend rate - I've corrected this also. This has obviously had an impact on all who picked PGW.

Oliver Mander

08-10-2019, 08:49 PM

And we have had a week of CHANGE!! The big news is that soi6 has lost top spot...it was a bad fortnight for SKO, PLX, GTK and VGL - 4 out of their 5 picks. That's also allowed Sylvester Cat to catch up within $100, with another $100 back to Awidara and another $100 to Left Field. Had it not been for applying the correct PGW share consolidation, that's where it would have stayed...but Dead Leaves have blown in from nowhere to be well ahead (by $400) in first place.

Username
Pick 1
Pick 2
Pick 3
Pick 4
Pick 5
Opening Investment
Closing Investment
add Dividends
add Rights Issue
TOTAL $ RETURN
TOTAL %AGE
TOTAL Annualised %age
Rank

Dead Leaves
EBO
KMD
PGW
VTL
PLX
$10,000
$14,119
$329
$1,216
$5,663
56.6%
74.6%
1

soi6
ATM
PLX
SKO
GTK
VGL
$10,000
$15,198
$37
$0
$5,235
52.4%
69.0%
2

sylvester cat
PLX
THL
ATM
MFT
ARV
$10,000
$14,881
$192
$112
$5,185
51.9%
68.3%
3

Awidara
PLX
QEX
TLS
TLT
SPK
$10,000
$14,563
$229
$265
$5,057
50.6%
66.6%
4

Left Field
ATM
IKE
PLX
SKO
WDT
$10,000
$14,974
$0
$0
$4,974
49.7%
65.5%
5

The relative stability of ATM, MFT and the increase in ARV helped Sylvester, while the rise in QEX helped Awidara. The major growth stocks prevalent at the top of the table have definitely been hit by changing sentiment recently...and it means a close competition heading into the end of the year!

Can someone please check that I have now treated PGW correctly. My apologies for missing the capital return...not sure how I managed that :-(.

Sylvester.

Cool Bear

11-10-2019, 09:42 AM

Can someone please check that I have now treated PGW correctly. My apologies for missing the capital return...not sure how I managed that :-(.

Sylvester.
Thanks Sylvester

All PGW figures looks right. Individual performance charts are not but that is no biggie and does not matter for the competition.

Many thanks again for all your time and effort. Much appreciated.

Regards
Cool Bear

Oliver Mander

16-10-2019, 10:37 PM

Hi all....same leader this week, but the race is closer...and for the leaders at least, the decline from last week continues...probably a lot to do with the PLX. We do welcome MSL Capital back into the top 5.

Following cool bear's comments above, I've found and fixed the error that meant the individual results were different to the overall ones - that was caused by a slight date error that inexplicably occurred in September. All good now though...

All Picks

Username
Pick 1
Pick 2
Pick 3
Pick 4
Pick 5
Opening Investment
Closing Investment
add Dividends
add Rights Issue
TOTAL $ RETURN
TOTAL %AGE
TOTAL Annualised %age
Rank

Dead Leaves
EBO
KMD
PGW
VTL
PLX
$10,000
$13,440
$329
$1,216
$4,985
49.8%
64.1%
1

soi6
ATM
PLX
SKO
GTK
VGL
$10,000
$14,529
$37
$0
$4,566
45.7%
58.7%
2

sylvester cat
PLX
THL
ATM
MFT
ARV
$10,000
$14,114
$192
$124
$4,430
44.3%
56.9%
3

Awidara
PLX
QEX
TLS
TLT
SPK
$10,000
$13,827
$229
$296
$4,352
43.5%
55.9%
4

B - MSL Capital
AFT
FRE
GTK
GXH
PLX
$10,000
$14,120
$163
$0
$4,284
42.8%
55.1%
5

Full results will be available shortly here: https://sites.google.com/view/nzsharepicks.

Sylvester

Oliver Mander

24-10-2019, 09:21 AM

Hi all...please accept my apology for delayed results this week. Note that RBC has been renamed ARB in this set of results, so this is reflected in those who picked Rubicon. One change to the top 5 this week - MSL Capital drops out, silverblizzard is back with a vengeance, mainly thanks to the week's stellar performance by BLT. soi6 continues to fall, helped by the poor performance of SKO. Next week will be very interesting, given news around THL and SKO this week. Dead leaves is consolidating in first place, although this was more due to everyone else's issues!

Username
Pick 1
Pick 2
Pick 3
Pick 4
Pick 5
Opening Investment
Closing Investment
add Dividends
add Rights Issue
TOTAL $ RETURN
TOTAL %AGE
TOTAL Annualised %age
Rank

Dead Leaves
EBO
KMD
PGW
VTL
PLX
$10,000
$13,811
$329
$1,216
$5,355
53.6%
67.2%
1

silverblizzard888
QEX
MOA
PLX
SML
BLT
$10,000
$14,978
$0
-$23
$4,955
49.6%
62.2%
2

Awidara
PLX
QEX
TLS
TLT
SPK
$10,000
$14,353
$229
$345
$4,927
49.3%
61.8%
3

soi6
ATM
PLX
SKO
GTK
VGL
$10,000
$14,852
$37
$0
$4,890
48.9%
61.3%
4

sylvester cat
PLX
THL
ATM
MFT
ARV
$10,000
$14,560
$192
$133
$4,884
48.8%
61.3%
5

Full results will be available shortly at the usual link: https://sites.google.com/view/nzsharepicks.
Note that it is coming up towards Christmas; while this shouldn't be a surprise, it catches me out every year :-)! I'm happy to run the comp again next year, as long as people are happy with that. Will call for submissions by December 31st. I am away in early January, however, so unlikely to publish much until I return.

Oliver Mander

30-10-2019, 11:53 AM

Results to October 25th...and soi6 is making their comeback...mainly thanks to the response to SKO's placement announcement! Dead Leaves still leads, with a margin of only $200 back to soi6, while silverblizzard has dropped out of the top 5, thanks to a sharp decline in QEX and BLT (QEX decline also impacted Awidara).

Username
Pick 1
Pick 2
Pick 3
Pick 4
Pick 5
Opening Investment
Closing Investment
add Dividends
add Rights Issue
TOTAL $ RETURN
TOTAL %AGE
TOTAL Annualised %age
Rank

Dead Leaves
EBO
KMD
PGW
VTL
PLX
$10,000
$14,173
$329
$1,216
$5,718
57.2%
70.0%
1

soi6
ATM
PLX
SKO
GTK
VGL
$10,000
$15,479
$37
$0
$5,517
55.2%
67.6%
2

Left Field
ATM
IKE
PLX
SKO
WDT
$10,000
$15,274
$0
$0
$5,274
52.7%
64.6%
3

sylvester cat
PLX
THL
ATM
MFT
ARV
$10,000
$14,667
$192
$107
$4,966
49.7%
60.8%
4

Awidara
PLX
QEX
TLS
TLT
SPK
$10,000
$14,352
$229
$292
$4,873
48.7%
59.7%
5

Lets see what next week holds! Full results available now at the usual link: https://sites.google.com/view/nzsharepicks.

Leftfield

31-10-2019, 07:45 AM

Oliver Mander

31-10-2019, 03:00 PM

Thanks for the update SC, must say I'm pleased to be back in the top 5.

Historically October has been a tough month for investors and in my case this year October saw my actual portfolio's total unrealised gains reduced by around 30% from Sept levels! Ouch!

Still overall very much in the green so thankful. Onwards and upwards.

Ouch. I don't feel so bad now - my actual NZ portfolio in October is up a mere 2.3%...but I guess context is everything! Ah well, no doubt I will have a difficult November...

Oliver Mander

05-11-2019, 10:52 PM

Well well well...its been quite the "tightener" in the picks this week. SKO's ongoing climb has seen soi6 grab back the top spot - but only $200 ahead of 2nd and 3rd. IKE helped Left Field overtake Dead Leaves into 2nd spot...but its pretty close. These top 3 have opened up a big lead on 4th - 7th place, who are separated by only $58!! A drop of a $1 in MFT shares did not help Sylvester, while MSL Capital saw a 5% rise in GXH that helped them regain 5th.

Username
Pick 1
Pick 2
Pick 3
Pick 4
Pick 5
Opening Investment
Closing Investment
add Dividends
add Rights Issue
TOTAL $ RETURN
TOTAL %AGE
TOTAL Annualised %age
Rank

soi6
ATM
PLX
SKO
GTK
VGL
$10,000
$16,121
$37
$0
$6,158
61.6%
73.7%
1

Left Field
ATM
IKE
PLX
SKO
WDT
$10,000
$15,933
$0
$0
$5,933
59.3%
71.0%
2

Dead Leaves
EBO
KMD
PGW
VTL
PLX
$10,000
$14,382
$329
$1,216
$5,926
59.3%
70.9%
3

sylvester cat
PLX
THL
ATM
MFT
ARV
$10,000
$14,985
$192
$105
$5,282
52.8%
63.2%
4

B - MSL Capital
AFT
FRE
GTK
GXH
PLX
$10,000
$15,111
$163
$0
$5,274
52.7%
63.1%
5

Awidara
PLX
QEX
TLS
TLT
SPK
$10,000
$14,708
$229
$288
$5,225
52.2%
62.5%
6

silverblizzard888
QEX
MOA
PLX
SML
BLT
$10,000
$15,254
$0
-$30
$5,224
52.2%
62.5%
7

The rise of PLX helped everyone who picked it, so while its spectacular, its not an arbiter of who gets the lead! Full results available now at the usual link: https://sites.google.com/view/nzsharepicks.

Oliver Mander

12-11-2019, 03:01 PM

...and the congestion has disappeared in the results to 8/11! Sylvester cat was the big loser this week, dropping to 8th...as ATM led them down compared with Awidara and SilverBlizzard (neither of whom have picked ATM). Other than that, not much has changed....! SKO helped left field extend their lead over Dead Leaves, and soi6 managed to hold on to top spot (ATM down, but SKO up).

Username
Pick 1
Pick 2
Pick 3
Pick 4
Pick 5
Opening Investment
Closing Investment
add Dividends
add Rights Issue
TOTAL $ RETURN
TOTAL %AGE
TOTAL Annualised %age
Rank

soi6
ATM
PLX
SKO
GTK
VGL
$10,000
$16,019
$37
$0
$6,056
60.6%
70.9%
1

Left Field
ATM
IKE
PLX
SKO
WDT
$10,000
$15,829
$0
$0
$5,829
58.3%
68.2%
2

Dead Leaves
EBO
KMD
PGW
VTL
PLX
$10,000
$14,198
$329
$1,216
$5,743
57.4%
67.2%
3

Awidara
PLX
QEX
TLS
TLT
SPK
$10,000
$14,744
$229
$376
$5,349
53.5%
62.6%
4

silverblizzard888
QEX
MOA
PLX
SML
BLT
$10,000
$15,317
$0
-$30
$5,287
52.9%
61.8%
5

Full results available now at the usual link: https://sites.google.com/view/nzsharepicks.

Oliver Mander

21-11-2019, 10:57 AM

For the week ended Nov 15th; Absolutely NO change in the rankings this week in the top 5 - although the gaps have closed up markedly, with only $600 separating 1st - 5th. The real action has happened after the 15th, with reporting for ARV, ATM and SKO (plus MET announcements) all likely to have an impact on the top 5...

Username
Pick 1
Pick 2
Pick 3
Pick 4
Pick 5
Opening Investment
Closing Investment
add Dividends
add Rights Issue
TOTAL $ RETURN
TOTAL %AGE
TOTAL Annualised %age
Rank

soi6
ATM
PLX
SKO
GTK
VGL
$10,000
$16,020
$37
$0
$6,057
60.6%
69.3%
1

Left Field
ATM
IKE
PLX
SKO
WDT
$10,000
$15,908
$0
$0
$5,908
59.1%
67.6%
2

Dead Leaves
EBO
KMD
PGW
VTL
PLX
$10,000
$14,300
$329
$1,216
$5,845
58.4%
66.9%
3

Awidara
PLX
QEX
TLS
TLT
SPK
$10,000
$14,930
$229
$416
$5,575
55.7%
63.8%
4

silverblizzard888
QEX
MOA
PLX
SML
BLT
$10,000
$15,440
$0
-$30
$5,410
54.1%
61.9%
5

Full results available now at the usual link: https://sites.google.com/view/nzsharepicks.

Oliver Mander

26-11-2019, 06:09 PM

Results for the week ended Nov 22nd...and if last week was "No Change", this week is completely different...the highlights are:
- Left Field has beaten out soi6 into top spot! While they both benefited from ATM outlook forecasts, the decline GTK midweek really hurt soi6, while the rise in WDT helped Left Field.
- That double whammy also explains why the winning margin has increased to $400
- your friendly purry puss has roared into 3rd spot - ATM helped me overcome Awidara and silverbliazzard, with the steep rise in ARV adding some cream!
- we welcome 'sportster' into 5th place! Nothing vastly special about their picks this week (sorry), in fact its all very tight 5th-9th with a gap of only about $150.

Username
Pick 1
Pick 2
Pick 3
Pick 4
Pick 5
Opening Investment
Closing Investment
add Dividends
add Rights Issue
TOTAL $ RETURN
TOTAL %AGE
TOTAL Annualised %age
Rank

Left Field
ATM
IKE
PLX
SKO
WDT
$10,000
$16,229
$0
$0
$6,229
62.3%
69.7%
1

soi6
ATM
PLX
SKO
GTK
VGL
$10,000
$15,812
$37
$0
$5,849
58.5%
65.5%
2

sylvester cat
PLX
THL
ATM
MFT
ARV
$10,000
$15,137
$192
$111
$5,440
54.4%
60.9%
3

Awidara
PLX
QEX
TLS
TLT
SPK
$10,000
$14,727
$229
$389
$5,345
53.5%
59.8%
4

sportster
PLX
OCA
ZEL
SUM
HGH
$10,000
$14,717
$447
$0
$5,164
51.6%
57.8%
5

Full results available now at the usual link: https://sites.google.com/view/nzsharepicks.

Oliver Mander

04-12-2019, 06:49 PM

Results as at 29/11 shown below! Left Field continues to extend their lead, with IKE, SKO and ATM all performing strongly this week. That probably represents the highlight...Sylvester and Awidara continue to swap places, so its all a bit tight as we head into the last 4 weeks of 2019. I will get some details out shortly as to the workings of the 2020 competition (if people are still ok with me doing it). This weeks results include the impact of the PEB rights issue, which gives a slight boost to the 13 lucky people who picked it :-)!

Username
Pick 1
Pick 2
Pick 3
Pick 4
Pick 5
Opening Investment
Closing Investment
add Dividends
add Rights Issue
TOTAL $ RETURN
TOTAL %AGE
TOTAL Annualised %age
Rank

Left Field
ATM
IKE
PLX
SKO
WDT
$10,000
$16,741
$0
$0
$6,741
67.4%
73.9%
1

soi6
ATM
PLX
SKO
GTK
VGL
$10,000
$15,895
$37
$0
$5,933
59.3%
65.0%
2

Awidara
PLX
QEX
TLS
TLT
SPK
$10,000
$14,980
$229
$465
$5,673
56.7%
62.2%
3

sylvester cat
PLX
THL
ATM
MFT
ARV
$10,000
$15,199
$192
$122
$5,513
55.1%
60.4%
4

silverblizzard888
QEX
MOA
PLX
SML
BLT
$10,000
$15,230
$0
-$25
$5,205
52.1%
57.1%
5

Full results available now at the usual link: https://sites.google.com/view/nzsharepicks.

Toulouse - Luzern

09-12-2019, 12:08 PM

Quote from SC earlier post.

"I will get some details out shortly as to the workings of the 2020 competition (if people are still ok with me doing it)."

IMHO I think you have done a great job

One minor matter to consider for 2020

One that only affected a very few of us in 2019 and had little impact on the overall result

Orion Health OHE was taken over and de-listed from the NZX in March 2019 when it was up 5% YTD.

It left us with four horse field running for the rest of the year ...

If it had been a stock like Oceania OCA (40% of 2019 entries picked OCA) then a much greater effect.

In 2020 would the ability to choose a replacement stock in the event of delisting be worthwhile.

Any ideas?

Oliver Mander

10-12-2019, 06:23 PM

Well, the only thing that changed on the week to 6/12 was that everyone's returns went down...:-)! The top 5 order is still the same...so not a lot of commentary this week. ATM, IKE, PLX, WDT, GTK, THL, TLS...all down. The only ones amongst the leaders to buck the trend were SKO and TLT. All this was good news for Dead Leaves who 'narrowed the gap' somewhat in 5th place.
Full results available now at the usual link: https://sites.google.com/view/nzsharepicks.

Username
Pick 1
Pick 2
Pick 3
Pick 4
Pick 5
Opening Investment
Closing Investment
add Dividends
add Rights Issue
TOTAL $ RETURN
TOTAL %AGE
TOTAL Annualised %age
Rank

Left Field
ATM
IKE
PLX
SKO
WDT
$10,000
$16,173
$0
$0
$6,173
61.7%
66.3%
1

soi6
ATM
PLX
SKO
GTK
VGL
$10,000
$15,471
$49
$0
$5,520
55.2%
59.3%
2

Awidara
PLX
QEX
TLS
TLT
SPK
$10,000
$14,606
$229
$518
$5,352
53.5%
57.5%
3

sylvester cat
PLX
THL
ATM
MFT
ARV
$10,000
$14,716
$231
$111
$5,057
50.6%
54.3%
4

Dead Leaves
EBO
KMD
PGW
VTL
PLX
$10,000
$13,370
$329
$1,216
$4,915
49.1%
52.8%
5

Oliver Mander

17-12-2019, 04:04 PM

SilverBlizzard has stormed back into 3rd place this week, at the expense of Dead Leaves, with Awidara dropping to 5th. Left Field increased their lead over soi6, thanks to a strong performance by WDT. sylvester maintained a strong position, thanks to ARV and MFT. ATM helped a lot of people also. But it was the spectacular rise in BLT that was the key differentiator this week, allowing silverblizzard to leapfrog into 3rd.

Full results available now at the usual link: https://sites.google.com/view/nzsharepicks.

We're nearly time to collect the honour and the glory...2 weeks to hope that your picks redeem themselves as we head into the new year! Fear not - there is always 2020! Check out the separate sharetrader thread, and enter now :-)!

Username
Pick 1
Pick 2
Pick 3
Pick 4
Pick 5
Opening Investment
Closing Investment
add Dividends
add Rights Issue
TOTAL $ RETURN
TOTAL %AGE
TOTAL Annualised %age
Rank

Left Field
ATM
IKE
PLX
SKO
WDT
$10,000
$16,099
$0
$0
$6,099
61.0%
64.2%
1

soi6
ATM
PLX
SKO
GTK
VGL
$10,000
$15,329
$49
$0
$5,379
53.8%
56.6%
2

silverblizzard888
QEX
MOA
PLX
SML
BLT
$10,000
$15,215
$0
-$36
$5,180
51.8%
54.5%
3

sylvester cat
PLX
THL
ATM
MFT
ARV
$10,000
$14,803
$231
$121
$5,155
51.5%
54.2%
4

Awidara
PLX
QEX
TLS
TLT
SPK
$10,000
$14,287
$229
$442
$4,958
49.6%
52.2%
5

Ggcc

23-12-2019, 02:35 PM

It will be interesting to see people jump up the charts with retirement sector quick rise near the end of this year. Thanks as always Sylvester for doing this competition

Oliver Mander

27-12-2019, 12:59 PM

Results out to Dec 24th - I've waited for this date to make it a clean week heading to the 31st! Bit rushed to do any proper analysis today, but there are TWO newbies in the top5 - welcome to baldie and dinky! Sylvester is firmly in 3rd, thanks to ARV, and has narrowed the gap markedly to top spot. I realise this is a game with a defined timeline (piclking up on Snoopy's comments in one of the other threads) - but like many, there is a long-term investment strategy that influences my picks - and all of us probably take some good insight from each other in the oicks game that influence our longer-term decisions. Game or not - I hope it adds value. Merry Christmas and a prosperous new year to all!!!

Please remember to enter the 2020 game - and get the link out to as many people as possible! The more the merrier :-)!

Username
Pick 1
Pick 2
Pick 3
Pick 4
Pick 5
Opening Investment
Closing Investment
add Dividends
add Rights Issue
TOTAL $ RETURN
TOTAL %AGE
TOTAL Annualised %age
Rank

Left Field
ATM
IKE
PLX
SKO
WDT
$10,000
$16,057
$0
$0
$6,057
60.6%
61.7%
1

silverblizzard888
QEX
MOA
PLX
SML
BLT
$10,000
$15,802
$0
-$32
$5,770
57.7%
58.8%
2

sylvester cat
PLX
THL
ATM
MFT
ARV
$10,000
$15,214
$231
$180
$5,624
56.2%
57.3%
3

baldie
SML
SKL
BLT
HGH
OCA
$10,000
$15,103
$361
$0
$5,465
54.6%
55.7%
4

dinkv
IFT
RBD
FPH
AIA
RYM
$10,000
$15,135
$239
$55
$5,429
54.3%
55.4%
5

Full results available now at the usual link: https://sites.google.com/view/nzsharepicks.

winner69

27-12-2019, 02:08 PM

Balance once again achieved his objective

In spite of the **** he’s given on some threads he’s one who should be listened to when identifying the really sad cases on the NZX

We done Balance.

LAC

30-12-2019, 11:31 AM

SCat, Thanks for running this for us, appreciated:)

Oliver Mander

30-12-2019, 12:08 PM

SCat, Thanks for running this for us, appreciated:)

a pleasure, LAC!

d.viviani

30-12-2019, 02:23 PM

5th Place ..... OMG how the hell did I get here .... faaaaark

Toulouse - Luzern

31-12-2019, 05:24 PM

Congratulations Dinky.

Very well done.

:-)

Oliver Mander

31-12-2019, 05:53 PM

5th Place ..... OMG how the hell did I get here .... faaaaark

In the end, I think IFT, RBD and FPH were your friend...differentiation versus everyone else! Well done!
Need to wait for public holidays to clear before downloading reliable data...so results won't be out until the 3rd.

LAC

04-01-2020, 06:09 PM

In the end, I think IFT, RBD and FPH were your friend...differentiation versus everyone else! Well done!
Need to wait for public holidays to clear before downloading reliable data...so results won't be out until the 3rd.

Drop us a line once it’s updated thanks

Oliver Mander

05-01-2020, 08:56 PM

2019 RESULTS!!!

Well, it was a tumultous last week, but that shows just how tight the competition actually was. Our congratulations to SILVERBLIZZARD888 who took the crown thanks to a whopping end to the year by BLT. Their picks totaled a gargantuan 74.7% return - I hope their's some actual cash behind that! That dropped SylvesterCat one spot to 4th, with Leftfield ending in 3rd spot. Baldie ended in 2nd spot, again, due to BLT. And in 5th spot cam "sportster" with a still-creditable return of 57.7%!

Username
Pick 1
Pick 2
Pick 3
Pick 4
Pick 5
Opening Investment
Closing Investment
add Dividends
add Rights Issue
TOTAL $ RETURN
TOTAL %AGE
TOTAL Annualised %age
Rank

silverblizzard888
QEX
MOA
PLX
SML
BLT
$10,000
$17,503
$0
-$30
$7,473
74.7%
74.7%
1

baldie
SML
SKL
BLT
HGH
OCA
$10,000
$16,853
$361
$0
$7,215
72.1%
72.1%
2

Left Field
ATM
IKE
PLX
SKO
WDT
$10,000
$16,343
$0
$0
$6,343
63.4%
63.4%
3

sylvester cat
PLX
THL
ATM
MFT
ARV
$10,000
$15,548
$231
$212
$5,991
59.9%
59.9%
4

sportster
PLX
OCA
ZEL
SUM
HGH
$10,000
$15,323
$447
$0
$5,770
57.7%
57.7%
5

Some stats:
- NZX50 return of 30.4%. Only 68 of us (about a third) beat this.
- average return of 21.2%
- Sharetrade "top 5" nearly met the NZ50, with 29.6%.

Full results at the usual link:
https://sites.google.com/view/nzsharepicks.

silverblizzard888

06-01-2020, 11:10 AM

Wow! I'm so glad to have managed to have won the competition this year and added to a somewhat confirmation bias that I have an ability to pick stocks that 'eventually' have high returns. Its especially honoring who comparing with the quality of participants and depth of experience among the ranks. Of course an element of luck and timing has a crucial play! (Especially BLT right at the end!) I would also like to congratulate Baldie, Left Field, Sylvester Cat and Sportster for their amazing performances too and everyone else for their passion in stocks, you're all a rare breed so please keep your passion for stocks and never let it die!

Thank you Sylvester Cat for running the competition, your efforts are always appreciated and I look forward to this years competition with open arms. Your enthusiasm to run this competition and the well place ranking suggests you are among the highly passionate investors and I wish you well in this years competition and in your actual portfolio.

Good luck and hope you all have amazing returns this year!

sb9

06-01-2020, 03:40 PM

LAC

06-01-2020, 04:20 PM

Quite happy with my results actually, some of which were added to my portfolio over 2019:)
Congrats to the top 5, that's massive returns!

silverblizzard888

06-01-2020, 04:25 PM

As contribution to this competition I was thinking of donating a trophy for this competition that passes on from one winner to the other. Maybe a shield, cup or a plaque to engrave the winners username and performance on there. That way it sparks more competition among everyone to want to win it even more and builds on the strong history of this competition. If there are no objections then I'd be happy to get one made before the end of the 2020 competition and will pass it on from there. Let me know if there are suggestions.

My thinking around it in terms of writing would be:

Sharetrader's Top New Zealand Stock Picker Award:

2018 - VR - 35.20 %
2019 - Silverblizzard888 - 74.7%

If anyone can provide previous years winners and possibly even performances I can add that on too.