2014 Stock Picking Contest - Final Results

[Snow Leopard]

Roads Go Ever On

Roads go ever ever on,
Over rock and under tree,
By caves where never sun has shone,
By streams that never find the sea;
Over snow by winter sown,
And through the merry flowers of June,
Over grass and over stone,
And under mountains in the moon.


Roads go ever ever on,
Under cloud and under star.
Yet feet that wandering have gone
Turn at last to home afar.
Eyes that fire and sword have seen,
And horror in the halls of stone
Look at last on meadows green,
And trees and hills they long have known.

J R R Tolkien

[Snow Leopard]

1.0) Entries are made by posting to this thread with your selections listed in it.

1.1) Entries can be modified only by making a new post to this thread containing the new selection and the existing selection that it replaces.

1.2) five selections; not four, not six, and seven is right out.


2.0) selected shares must be listed on the NZSX or NZAX and with a market capitalisation of greater than $10 million at the close of trade on the day of, or previous trading day of you posting your selections:

2.1) The selection must not be suspended;

2.2) Cash is not an option;

2.3) No! you can not short a stock;

2.4) No warrants;

2.5) MELCA is a part paid share and not permitted.


3.0) your entry price is the first-traded on-market price on, or after, the day following the date of the posting of your selections.
[Example: If your entry is posted on 23-Dec-2013 (NZDT) then your starting price will be based on market prices from 24-Dec-2013]

3.1) In the case of a modified entry reverting to an earlier selection, the date of the first entry will be the applicable entry date [provided that the at that earlier date the selection was valid {21-12-2013 23:07}].


4) entries and modifications to entries accepted until 23:59:59 on Sunday 19th January 2014 New Zealand Daylight Time.


5) competition closes with last traded prices on Friday 19th December 2014.


6) there is no rule 6.



7) dividends and rights issues will be incorporated.


8) if a choice delists you can pick a replacement.


9) anything else - we make it up as we go along.


10) in each and every matter the Tiger's decision is final.


11) thank you to everyone who took part last year.


12) thanks once again to Lizard for her assistance last year.


13) someone to make this thread sticky please.


14) Good luck and happy holidays !

[Minerbarejet]

Thanks PT for your time and effort and added entertainment
Have sorted out next years effort
1. PEB long way to go here I feel
2. BLT maybe this year
3. NTL supposed to be production year
4. DIL could recover but have to get their act together
5. LPC on the road to recovery

Getting in early :)
Will check cap on ntl
Cheers
Minerbarejet

[clip]

Will come back to this, poem is bloody brilliant though well done :)

[gloworm]

Thanks PT, looking forward to my first year in the Stock picking contest!

1. PEB
2. BLT
3. SNK
4. ATM
5. SUM

[noodles]

no fashionable stocks in this lot. However, they all make money and in my opinion are cheap

Cmo
Phb
Hnz
Tur
Pgw

Cheers

[Minerbarejet]

Thanks guys,
PT could you please

replace NTL with SUM

in the meantime so the others get registered at todays price
Thanks
Minerbarejet

[born2invest]

ANZ- ANZ Bank
MFT- Mainfreight
POT- Port of Tauranga
RYM- Ryman Healthcare
SUM- Summerset

[clip]

PEB
SUM
BLT
BRL
DIL (placeholder for NTL)

thanks PT :)

[Xerof]

CNU
DIL
MRP
NZO
PEB

cheers PT

[lowrolling]

PEB
DIL
CAV
HNZ
CNU

Thanks PT

[Beetle]

Amazing poem Tiger and big ups for organising yet again.
My picks:
WDT - management seems to be delivering
BLT - good growth recently
DIL - gotta turn around, price low
PEB - success story in the making
FPH - steady gainer

[Mista_Trix]

Words escape me, excellent job with yours :-S
PEB - Done well so far, may it continue
DIL - Gotta get to the end of the paper trail at some point
CNU - Has it reached bottom?
LPC - Cash injection turnaround time
SUM - It cant hover forever

Cheers for organising :)

[Schrodinger]

Hmmm let me see..

GEO
VML
NZR
MOA
RBC

[Longhaul]

Here's hoping beginner's luck is with me next year. I'm putting my mouth where my money is.

BTW thanks PT, what a legend.

PEB
XRO
HNZ
SNK
SUM

[Crow]

1. SLI
2. SML
3. WYN
4. DIL
5. SUM - (NTL Placeholder)
:t_up:

[MAC]

ATM
CRP
DIL
PEB
SUM

Nice poem, all your good work and effort here doesn’t go unnoticed.

[TimmyTP]

DIL
PEB
RBD
SUM
WYN

Thank you Paper Tiger and Lizard

[Toasty]

Woohoo! First year on the professional circuit

XRO - Big year in the US coming up
PEB - A loyal supporter since 2 months ago.
SUM - So many awards and upcoming projects
NTL - They talk big. Hopefully where there is smoke there is fire
DIL - Got lightly toasted here earlier this year. Watching for the turn around although I'm not convinced

Thanks PT for running this.

[Latama]

In no particular order..

1 - BLT
2 - PEB
3 - SNK
4 - SUM
5 - XRO

[amalgam]

PEB
FPH
SUM
ATM
HNZ

Thanks for running this..hope my picks are better than this year!

[clip]

lots of similar picks with a few variances here and there.. be interesting to see how it all plays out! :D

[Radler]

First go at this - Thanks

DIL
FRE
PEB
PGW
WHS

[Trigger]

Morning PT and thank you

RYM
SUM
PEB
DIL
ATM

[Jay]

Great Poem and thanks for running again PT

1. DIL - we all know this story... we hope!
2. PEB - we also know this story... hope they have better accountants than pick 1 had
3. SNK - do we know the story, lets take a punt , not my money!
4. SUM - may grow more than RYM this year
5. TEL - mainly for dividend, could be some good growth with newish CEO etc, we shall see

[Wolf]

Thanks PT

SUM
MET
DIL
PEB
ATM

[Snow Leopard]

Thanks guys,
PT could you please

replace NTL with SUM

in the meantime so the others get registered at todays price
Thanks
Minerbarejet


3.0) your entry price is the on market first-traded price on or after the day following of the date of the posting of your selections.

I hope that the meaning of Rule 3 and no bit is understood that your starting prices is from the first market trade after today i.e. Monday 23rd or later

Best Wishes

[Minerbarejet]

:blush:Thanks for making that clear. Suitably chastened.
Please lock in first available prices after today,
Cheers:)

[hoyinma]

Good morning PT and thank you
First time enter the competition!

HNZ
SUM
PEB
DIL
ATM

[PlatnuM195]

I'll go for these:
DIL
XRO
PEB
GEO
SNK

[sausage]

Thanks for this - I'll go for:

FPH
EBO
DIL
PGC
SNK

[PartyPooper]

Going to go with my top 5 holdings I want to initiate or expand in 2014

BLT
ATM
RYM
SUM
HNZ

[psychic]

Thanks PT, and Merry Xmas

TEN
WYN
NTL
DIL
PEB

(One of em's gotta go...)

[brucey09]

Snr. P. Tiger
Thanking you for good contest. I no to good at this. I losing $NZ154000 in PRC. Yes!
ALF
MAD
NZO
NZR
SEA

[artemis]

Dil
ift
sum
aor
pil

[gv1]

Thanks PT,
Mine as follows:
PEB
SUM
ATM
XRO
PGW

[stones]

Hopefully no PRC in these ones!!!
AIA
AGK
APA
SUM
TEL

[MPC]

Sum
sml
snk
mrp
Xro

[Casino]

boring picks for an exciting year: NZO, HNZ, TEL, ATM, SUM

[bohemian]

Thanks PT
SUM
EBO
PEB
WYN
XRO

[JBmurc]

OGC
CUE
PPP
NZO
SUM


Thanks PT

[pierre]

Hi PT . Brilliant poem and a brilliantly run competition -thank you. My picks are:
PEB
BLT
DIL
SUM
HNZ

Merci!
Pierre

[blobbles]

Geez, I don't like it when my pics look like everyone elses!

PEB
DIL
ATM
HNZ
WYN

Thanks PT!

[Guild]

Thanks PT and Lizard
My humble effort
AIR Hope they continue to take off
CNU
SCY
GFF Keep eating everyone
PEB
Can't match the poetry, but do enjoy it.

[iceman]

Thanks for doing this again PT.

My picks are pretty much the same as 2013 and I'll continue to generally pick my biggest holdings at year start:

HNZ
DIL
ATM
RBD
SUM

Happy festive season to all Sharetraders out there.

[False Profit]

And now the predictions from the middle aged, marginally insane(DIL) contingent...

1 - PEB
2 - HNZ
3 - SNK
4 - SUM
5 - DIL

[see weed]

Snk, peb, pgw, hnz, cnu.

[lastmoa]

My picks :
XRO
PEB
POT
VML
SUM

[GR8DAY]

cheers PT

1. WDT (looking for another 200% gain this year)
2. PEB (same again as 2013?)
3. BLT ( this is THE year for BLIS......holding 2m!)
4. OGC ( down 45% last year, gotta reverse that surely?)
5. CNU ( in for the BIG punt)

[Leftfield]

My pics for 2014 thanks PT:

XRO - unlikely to repeat last years 300% plus gain, getting riskier now, but hey, I like the vision.
PEB - Doing all the right things, great prospects
BLT - Making the right moves… minimal downside risk.
SNK - this one scares me as much as it intrigues me….risky, but minimal downside I reckon.
AIA - A nice safe one, a punt on tourism, property (Auckland) and international trade.

Seriously looked at CNU and DIL but consider there is downside risk still, and I'll only back them when they break the trends.

Good luck everyone.;)

[enzed staffy]

I'll have a crack with
PEB
FPH
WYN
SUM
ATM
thanks

[Toulouse - Luzern]

XRO When you are on a good thing stick to it ...
PEB If and when more countries approve, (especially large ones) then 2, 4, 8, 16...
RYM WYAO AGT STI (Refer XRO)
FPH Great products, anyone can see that and increase sales ...
SML Excellent IPO, effective management team, clear vision, compelling annual report, outperform guidance in place for 2014, clear production plans for next few years, quality products, move to higher margins with higher value products, momentum - balanced against usual market risks, eg loss of suppliers/ production, drought, government intervention or regulation, Chinese market variables ...

[silverblizzard888]

My first time at this too! Look forward to it!

Brl - First "true" big production of their own coal has to be a good sign!
Dil - If an accounting error undid its share price, then fixing the mistake should……..! Also loving the bigger office!
BLT - Looking like a rocket set to go off with their product sale expanding!
Snk - Can't ignore those fantastic growth rates!
Peb - Big contracts and new products says it all!

Thanks PT

[94dj]

Peb
atm
sum
blt
dil

[EAGLE]

ATM
HNZ
SUM
SEA
PEB

Thx, PT

[klid]

Fph
dil
cnu
atm
skl

[pedro.nz]

Thank you PT - loved the poem :)

RYM
SUM
BLT
HNZ
FPH

[MACX]

For me......

DIL
SUM
WYN
SPY
PGW

[Harvey Specter]

Thanks PT. My picks

SUM - great industry - I think this will be the best performer in 2014
CNU - should be a bit more certainty next year
DIL - hoping they will be a bit more diligent this year. Certainty should return in jean resulting in a rerating
PEB - in two minds here but still thing there is room to grow if they execute to plan.
VML - we can't all SNK on the same thing

BLT just missed the cut.

[Bobcat.]

Assuming divi's don't count...

SEA
PEB
NTL
OGC
WDT

[777]

Assuming divi's don't count...

SEA
PEB
NTL
OGC
WDT

Rule 7) dividends and rights issues will be incorporated.

[hummerh40]

Merry christmas PT!

My picks are:

PEB
XRO
BLT
HNZ
SUM


Best of luck to everyone!

[gorn]

Merry Xmas PT! Thanks for the opportunity

I pick

SUM
AIR
MLN
PEB
OGC

[Snow Leopard]

stones: neither AGK or APA are listed on the NZX

The following stocks are all sub $10 million on the dates applicable to Rule 2.0 and not currently eligible selections:

ALF, AOR, GEL, NTL

The following six contestants need to make replacement picks in accordance with rule 1.1):

Toasty
psychic
brucey09
artemis
JBMurc
Bobcat

Best Wishes
Paper Tiger

[bonne vie]

Another first time entrant
Dil
Peb
Sum
Blt
Sml

[mistymountain]

Same as 2013...was a disastrous return last year BUT lets see if a contrarian approach works....Thanks for organising this once again.


OGC
BGR
PPL
NZO
PPP

[modandm]

AIR - only one I actually own - excellent growth and div, super cheap - expected return 40%
EBO - will buy this year, quality defensive growth but AUD exposure a concern - expected return 15%
SKC - again defensive, decent yield and a little growth - expected return 12%
IFT - defensive and diversified, decent valuation good yield - expected return 12%
TEL - time for a change in fortunes for this old dog - expected return 15%

A large cap portfolio. None of the speccy stuff. Lets hope XRO and PEB crash and burn!

[Everwood]

Atm
dil
peb
sum
wyn

[Toasty]

Hi PT. Thanks for the message. Can I replace NTL with HNZ? Cheers.

[artemis]

Replacement picks.

DIL
IFT
SUM
GPG
PIL

[toucan22]

ATM
PEB
SUM
CNU
AOR
Hold the lot and am forever hopeful,
Thanks

[glennj]

EBO
GPG
NPX
RBD
STU
All held.
Thanks PT.

[psychic]

SUM for NTL
Sorry about that PT, thanks again

[stones]

Thanks PT for that. My picks are now
AIA
CNU
SUM
TEL
WHS

[Deej5]

First timer, here goes ….
AIA
SUM
HNZ
MHI
PFI
All held and hoping for the best

[Microsloth]

Aia
peb
fph
rym
sum

[Well Endowed]

Thanks PT,

RBD
PGW
BFW
IFT
MHI

Cheers!

[stanace]

Heres mine,
PEB
WDT
RYM
SUM
BLT
Cheers.

[alistair85]

Good luck to all. Thanks PT!
Here's me picks:
SUM
PEB
AIR
DIL
ATM

[axe]

Axe's newbie picks

CNU
PEB
DIL
FBU
SNK

[ari]

PEB
RBC
SEA
SNK
XRO

Thanks PT

[Vaygor1]

FPH
SUM
MRP
CDI
RYM

Thanks PT. Much appreciated, as always. Vaygor1.

[aquaman]

First timer..thanks to PT for doing the all the hard yards for this.

TEL
WHS
ATM
BLT
SNK

[forest]

Thanks PT,

PEB, SUM,SNK, HNZ and BFW

[AndyLP]

PEB
SUM
RYM
ATM
HNZ

Merci Paper Tiger!

[biker]

ATM
DPC
PEB
RBC
SEA

Own each of these.
Thanks PT

[blackcap]

Thanks PT, I shall have a go this year, seem to miss out other years.

ATM
MHI
CAV
RYM
SPN

Cheers and a merry Christmas to all.

[QOH]

My picks after very little thought and mostly wishful thinking.
ATM
FBU
PEB
SUM
TEL

Thanks once again PT.

[Dilbert]

Here's my picks, own the first three thinking about the others:

PEB
DIL
RYM
SNK
SUM

[777]

AIR
CMO
PEB
RYM
SUM

Thanks PT.

[Minerbarejet]

stones: neither AGK or APA are listed on the NZX

The following stocks are all sub $10 million on the dates applicable to Rule 2.0 and not currently eligible selections:

ALF, AOR, GEL, NTL

The following six contestants need to make replacement picks in accordance with rule 1.1):

Toasty
psychic
brucey09
artemis
JBMurc
Bobcat

Best Wishes
Paper Tiger
This is not good please buy some NTL asap

[mask]

DIL
HNZ
OGC
SUM
ATM
Thanks PT

[elZorro]

After last year, feeling more conservative. Thanks PT.

FSF
FPH
OGC
POT
TME

[Ash]

1. SUM
2. RYM
3. HNZ
4. FBU
5. ATM

Thanks PT

[lancewiggs]

SLI
XRO
DIL
MRP
ZEL


SLI --> Undervalued versus its worth to competition or to smart investors in the B2B SaaS search space. Fragmented market that could be rolled up by a well funded SLI or by someone else. Quality product in a quality space.
XRO --> Volatile but they have a good chance of being the major player in the USA, an excellent chance of being the major player everywhere else in the world, and have probably already courted offers from deep pocketed majors. They will get to $10 billion, but exactly when could require patience.
DIL --> Seemingly dodgy dealings spoil a company that is dominant in their niche. Something needs to change for market value to pop, and this is a bet that something will.
MRP --> Lovely hydro assets granting free electricity forever. A bet on the weather as well.
ZEL --> Very smart operators with a good handle on the future.

[Santiago]

I'll go at the riskier end of the spectrum...

PEB- feel like it's their time
XRO- if the customer numbers look good the overseas investors will flood in again.
PPP- someone has to strike oil this summer in NZ.
FPH- steady (to balance out the risk in the other 4)
SLI- so far very disappointing, but 2014 could be when they prove us wrong

[cammo]

SUM
PEB
NTL
HNZ
ATM

also - what is the airspeed of a laden swallow carrying a coconut?

[Ginger_steps_]

Thanks PT, Lizard. Nube pix ahead!

ATM
SUM
PEB
WDT
SML

Held & hoping!

[ScrappyO]

IFT
NZX
TEL
HZN
VHP

Thanks PT

[silu]

Thanks for organising & here my picks

SUM
IFT
MRP
SNK
SLG

[brucey09]

2014 pic changing for Snr. P.Tiger
Rak replaces Alf
Gracias

Listing
MAD
NZO
NZR
RAK
SEA

[noodles]

2014 pic changing for Snr. P.Tiger
Rak replaces Alf
Gracias

Listing
MAD
NZO
NZR
RAK
SEA

I think we should name that selection "Dogs of the NZX" :) MOA must have come under consideration? Are you aiming for the wooden spoon?

[waikare]

AIA
ATM
FPH
RYM
TTK

Hold all of the above.

[Arbitrage]

PEB
HNZ
SUM
AMP
WYN

Merry Christmas

[Arbitrage]

PEB
HNZ
SUM
AMP
WYN

Merry Christmas

[brucey09]

I think we should name that selection "Dogs of the NZX" :) MOA must have come under consideration? Are you aiming for the wooden spoon?

Snr. Noodle
From the smaller may come the % gain - yes?

[noodles]

Snr. Noodle
From the smaller may come the % gain - yes?

You may well be right.

Feliz Navidad Brucey

[jonu]

Here's my picks. All out high risk scenario-either crash and burn or blaze of glory!

PEB
NTL
VML
SPY
DIL

Thanks for organising and compliments of the season

Jonu

[psychic]

SUM
PEB
NTL
HNZ
ATM

also - what is the airspeed of a laden swallow carrying a coconut?

Are you suggesting coconuts migrate? Now see here, you can't pick NTL, its too little. I've been told off for doing this myself. Change this smartly before the Tiger awakes..:eek2:

[percy]

What do you mean, African or European?

What part of Europe do coconuts grow?

[Hawkeye]

Thankyou PT for organising this.
My picks are in no particular order

XRO
IFT
SNK
SLI
GFF

[stef]

Hi PT

My high risk/high return picks are;

XRO
BLT
PEB
SNK
DIL

Many thanks, looking forward to seeing your picks for 2014

[mdr1]

First time attempting this and n00bie to the forums in general. Good luck everyone though!

PEB
SNK
DIL
SUM
MET

[toucan22]

ATM
PEB
SUM
CNU
AOR
Hold the lot and am forever hopeful,
Thanks
Sorry PT will have to change AOR to CRP as per rule.
Thanks

[In4a$]

My first try at this.
DIL - Gambling that this stock will come right in a big way
PEB - Great potential, just hoping "gambling" it will happen this year
RYM - Steady performer
SML - Milks gotta be good for ya
SUM - Steady performer

Sold DIL months ago, Just brought again today, hopefully has reached its low.
Have a reasonable sized holding in the others and all in the green.
Thanks you guys for doing this, really appreciate the chance for a challenge

[Snow Leopard]

NTL is definitely the most popular invalid choice - if it closes on or above $0.018 then it would be a valid pick on that day and the next. But currently it isn't and thus it isn't.

cammo
jonu
have joined ranks with
JBmurc
Bobcat
in breaching rule 2.0 with this.

Meanwhile in the not only but also department

ari: ZRO is not a NZX listed code
ScrappyO: HZN is not a NZX listed code

Best Wishes
Paper Tiger.

[clips]

and the darts have landed on
AIA
EBO
FPH
GPG
NZO

actually no darts involved,, hold the lot
cheers

[Snow Leopard]

As a matter of interest by the end of 22-Dec-2013 we have:

86 entrants;

and nearly five times as many selections :p;

There are some very popular choices:



Code
Count
%


PEB
58
67.44%


SUM
53
61.63%


DIL
38
44.19%


ATM
25
29.07%


HNZ
21
24.42%


SNK
18
20.93%


BLT
17
19.77%


RYM
14
16.28%


XRO
13
15.12%


CNU
11
12.79%


FPH
11
12.79%


WYN
9
10.47%



Best Wishes
Paper Tiger

[ari]

ari: ZRO is not a NZX listed code

Best Wishes
Paper Tiger.
PT, I changed code within minutes of posting, or should I have reposted?

[Bobcat.]

Having now looked at the rules (thanks PT):
SEA
PEB
OGC
BLT
PPP

[Snow Leopard]

PT changed code within minutes of posting, or should I have reposted?

Anybody making any sort of change to their selections should conform to Rule per 1.1:

"1.1) Entries can be modified only by making a new post to this thread containing the new selection and the existing selection that it replaces."

The idea being that I can pick up where I left off with checking entries and do not have to re-read the entire thread.

I picked your entry up between the post and your edit, even though I did not post the error report till this morning*.

So what should ZRO be?

Best Wishes
Paper Tiger

*Java Time

[ari]

Anybody making any sort of change to their selections should conform to Rule per 1.1:

"1.1) Entries can be modified only by making a new post to this thread containing the new selection and the existing selection that it replaces."

The idea being that I can pick up where I left off with checking entries and do not have to re-read the entire thread.

I picked your entry up between the post and your edit, even though I did not post the error report till this morning*.

So what should ZRO be?

Best Wishes
Paper Tiger

*Java Time
Sorry PT, I should have stuck to rules, but I interpreted it not as a change of selection just hit wrong key (which are very close together on my keyboard) as there is no such code as ZRO.
I confirm that should be listed as XRO.

[percy]

Many thanks for doing this again PT and Liz ...

PPL - because stuffing up their supply chain 4 years running just won't happen and two nicely dressed kids were wearing PPL with their outrageously hot mum at lunch
HNZ - because Percy says so and at lunch someone complained about their eye-wateringly plain facades
CNU - with Gaynor on this and the lunchtime conversation included many jokes about their name and current issues
BFW - because I love those Peanut Pistons and I had one for lunch together with a nice bottle of wine
THL - I have no idea ... Hobbit affect? Nope - were talking campervan holidays at lunch and whether they have wine glass holders (have you noticed that coffee cup holders in cars don't do wine glass all that well?)

Discl: all based on 10 minutes of post-lunchtime research that included a few wines and many grumbles that I can't go to cash (or equivalents) and more grumbles because picking the biggest losers next year would have been easier but will be even easier the year after ...

Can't stop laughing!!!
Must have been a fantastic lunch?
Trust the "outrageously hot mum" was your wife? !!!

[Harvey Specter]

Can't stop laughing!!!
Must have been a fantastic lunch?
Trust the "outrageously hot mum" was your wife? !!!
I'm wondering which BurgerFuel is licensed for wine?

Or did he make a few stops during the day?

[zs_cecil]

I am lazy. I will pick the same 5 stocks as my picks in 2013 because they made me the third in this year's competition. RAK was a nightmare in 2013 and the past few years. I hope it will have a little jump this year.

XRO
PEB
HNZ
PGW
RAK

[cammo]

SUM
WDT
HNZ
ATM

um..african or european?

and of course the PEB

[Snow Leopard]

SUM
WDT
HNZ
ATM

um..african or european?

1.2) five selections; not four, not six, and seven is right out.

or

1.1) Entries can be modified only by making a new post to this thread containing the new selection and the existing selection that it replaces.

Best Wishes
Paper Tiger

[MCCSA]

Hey thought I would have a dabble in the comp, 5 picks as follows:

PEB
SNK
DIL
BLT
WYN

Thanks

[robbo24]

Merry xmas and happy 2014 to all of you - may the bulls continue to run.

I choose:

1) WYN
2) DIL
3) MRP
4) SNK
5) FSF

Some people call me crazy...

Thank you PT!

[Snow Leopard]

Some people call me crazy...

Thank you PT!

Can I just point out that the proximity of these two sentences is purely co-incidental. I hope!

Best Wishes
Paper Tiger

[percy]

Here goes.
AWF. ROE has been excellent.Madison acquisition earnings should start to show through in the 2nd half of 2014.
EBO.NZ dollar working against EBO at present.Australian acquisition was brilliant.Plenty of growth in health/animal sectors.
FPH.Great company,with great products in the growing health sector.
HNZ.NZ only listed Bank."Better to own a bank,than having money in the bank".Will prove this is correct.2014 will be a big year for HNZ.
SUM.Retirement sector has HUGE tailwinds driving it.SUM moving ahead quickly now they are using Ryman model.

[janner]

Here goes.
AWF. ROE has been excellent.Madison acquisition earnings should start to show through in the 2nd half of 2014.
EBO.NZ dollar working against EBO at present.Australian acquisition was brilliant.Plenty of growth in health/animal sectors.
FPH.Great company,with great products in the growing health sector.
HNZ.NZ only listed Bank."Better to own a bank,than having money in the bank".Will prove this is correct.2014 will be a big year for HNZ.
SUM.Retirement sector has HUGE tailwinds driving it.SUM moving ahead quickly now they are using Ryman model.

Hmmm Good selection.. BUT !!.. Think that I would have had AIA in there some where :-))

[Lizard]

LPC
OIC
PHB
SCT
SCY

Thanks PT! :)

[janner]

LPC
OIC
PHB
SCT
SCY

Thanks PT! :)

Sticking with some of the old tried and true Eh !! Liz.. :-)

[Lizard]

Sticking with some of the old tried and true Eh !! Liz.. :-)

I've actually never owned two of those picks... looks like something you'd get if you put Snoopy's, Percy's and my own past portfolios in the blender. Obviously nothing in there that is going to win "growth stock of the year award", so probably too conservative!

[percy]

Hmmm Good selection.. BUT !!.. Think that I would have had AIA in there some where :-))
Was acting on "expert" advice, [your's].!!!!
Yeah right!!! But where?

[percy]

LPC
OIC
PHB
SCT
SCY

Thanks PT! :)

Great to see you over weighted in fine South Island companies.!!!

[Lizard]

Great to see you over weighted in fine South Island companies.!!!

Yes, that did occur to me!

[cammo]

sorry paper tiger. Just cant help wanting to break rules.

And i thought that PEB was ubiquitous anyway so why bother stating it?

[Slowlearna]

CNU
PEB
NZO
DIL
NTL

thanks pt

[blocker3]

DIL -Will rehold soon (after my stop loss 4 months ago approx sold the shares)
PEB - Holding
SML -Holding
SNK -Holding
SUM -Holding

Thanks for the comp PT

Merry Christmas

[777]

sorry paper tiger. Just cant help wanting to break rules.

And i thought that PEB was ubiquitous anyway so why bother stating it?

Another rule to look at cammo

1.1) Entries can be modified only by making a new post to this thread containing the new selection and the existing selection that it replaces.

[CAM]

For something different this year I am going "all in" on the cow

ATM
LIC
PGW
SML
FCG

[BlackPeter]

Great poem ... another good reason to be with this forum! Tough rules, though ... just 5 shares allowed!

Here is my pick:

MET - best value retirement village operator around?
HNZ - need to support the mainland - don't we?
OGC - even in a competition gold might be a good hedge ...
NWF - looks like deep-value play if they pay a dividend in 2014
WYN - some risk, but great story ... following Xero?

Merry Christmas & a prosperous new year to everybody in this forum - may we all win (one way or the other)

[fiasco]

Thanks PT, very interested to get in this year!

SUM - Great growth out of all three at the moment, also a holder.
BLT - Potential if they can execute correctly, also a holder
ATM - Some risk of a takeover target but lets see how they go with market penetration.
PEB - Holder
WYN - They have quite an interesting product, will surely be interesting to see how they go in 2014 (Not holding)

[Toulouse - Luzern]

Fetche le vache!

la vache moosie, la vache ...

Vous êtes un Canadien français original cerf, moose?

Vous etes un Canadien descendant des colons français au Canada et dont la langue maternelle est le français

Ou vous êtes un Monty Python du ventilateur

[Skuxtrader]

PEB
DIL
SUM
XRO
HNZ

thanks

[Snow Leopard]

Ou vous êtes un Monty Python du ventilateur

Are you a Monty Python air-blower !

Meilleurs Voeux
Le Tigre de Papier

[macduffy]

Total lack of inspiration this year - not that previous years' selections have made the grade either, but everything looks to be fully priced to me, So, without much conviction:

ABA
FPH
SUM
NPX
STU

A mix of healthcare and cyclical recovery - I hope. I hold the last three.

Many thanks, PT. Keep the verses coming!

[angrytoenail]

Long-time lurker, but figured this is a good thread to make my first post.

Picks:
PEB - Bring on the sales
CNU - This stock may become a political play... 2014 is an election year
BLT - Let's see what happens
MFT - A favourite of mine. Lots of room in the share price, determinant on the global economy improving
OGC - A punt on the price of gold and approval of the El Dorado project

[corpr8raider]

Blt
hnz
sum
pgw
cnu

[Major von Tempsky]

Rym
sum
met
tel
mft

[cookiemonster]

Sum
hnz
wyn
brl
snk

[Harvey Specter]

The brokers picks for the year are on this thread:

http://www.sharetrader.co.nz/showthread.php?9525-Brokers-picks-for-the-NZX-in-2014&p=451516#post451516

[Felix]

TEN
TWR
PGW
MRP
MET

Thanks PT for organising.

[Danzx]

Blt
peb
snk
sum
dil

[mattwanz]

Peb
Whs
Ppl
Dil
Cnu

Thanks

[hairofthedog]

dil
sum
peb
atm
cnu

Thanks PT

[Flugenbear]

WDT
BLT
SNK
PEB
AIR

Cheers PT.

[golden city]

my picks will be THL NZX MVN PPL PEB

[couta1]

Sum Rym Dil Peb Xro. Cheers

[jimmi]

Peb
dil
xro
cnu
fbu

[skydog]

Hi PT. Thanks for 2013 comp. My picks for 2014.
NZO
AIR
PGW
DIL
PEB.

Thanks:)

[gypsy]

Hi PT
My picks as follows.
CUN
SUM
RYM
PEB
HNZ

Thank you.

[gypsy]

So sorry should be CNU not CUN.

[DJDAVE]

FPH
AIR
PEB
DIL
FBU

Thanks

[BigBob]

NZO
MFT
ATM
DIL
PEB

Cheers
BigBob

[Snow Leopard]

Results to Friday 27th December 2013
{for entries received up to 23:59:59 on 26th December 2013).

No dividends of relevance.

Some entrants are a valid selection or two short of a winning portfolio.





1
silverblizzard888
3.99%
[BRL(10.53) SNK(5.93) DIL(2.69) PEB(0.78) BLT(0.00)]


2
lancewiggs
3.33%
[SLI(4.57) ZEL(3.93) MRP(3.16) DIL(2.69) XRO(2.31)]


3
Radler
3.29%
[FRE(6.36) WHS(4.05) DIL(2.69) PGW(2.56) PEB(0.78)]


4
aquaman
3.28%
[SNK(5.93) ATM(5.33) WHS(4.05) TEL(1.08) BLT(0.00)]


5
mask
3.25%
[ATM(5.33) OGC(4.00) DIL(2.69) HNZ(2.38) SUM(1.85)]


6
mistymountain
3.17%
[PPL(11.25) OGC(4.00) NZO(0.61) BGR(0.00) PPP(0.00)]


7
clip
3.17%
[BRL(10.53) DIL(2.69) SUM(1.85) PEB(0.78) BLT(0.00)]


8
dellow
2.97%
[VML(6.67) POT(3.25) XRO(2.31) SUM(1.85) PEB(0.78)]


9
iceman
2.95%
[ATM(5.33) DIL(2.69) RBD(2.50) HNZ(2.38) SUM(1.85)]


10
gloworm
2.78%
[SNK(5.93) ATM(5.33) SUM(1.85) PEB(0.78) BLT(0.00)]


11
False Profit
2.73%
[SNK(5.93) DIL(2.69) HNZ(2.38) SUM(1.85) PEB(0.78)]


12
Longhaul
2.65%
[SNK(5.93) HNZ(2.38) XRO(2.31) SUM(1.85) PEB(0.78)]


13
MPC
2.65%
[SNK(5.93) MRP(3.16) XRO(2.31) SUM(1.85) SML(0.00)]


14
hoyinma
2.61%
[ATM(5.33) DIL(2.69) HNZ(2.38) SUM(1.85) PEB(0.78)]


15
sausage
2.60%
[EBO(6.67) SNK(5.93) DIL(2.69) FPH(-0.26) PGC(-2.04)]


16
gv1
2.57%
[ATM(5.33) PGW(2.56) XRO(2.31) SUM(1.85) PEB(0.78)]


17
Deej5
2.57%
[MHI(3.65) AIA(2.56) HNZ(2.38) PFI(2.38) SUM(1.85)]


18
modandm
2.49%
[EBO(6.67) SKC(2.65) IFT(1.77) TEL(1.08) AIR(0.30)]


19
Jay
2.47%
[SNK(5.93) DIL(2.69) SUM(1.85) TEL(1.08) PEB(0.78)]


20
glennj
2.36%
[EBO(6.67) STU(2.67) RBD(2.50) GPG(0.85) NPX(-0.88)]


21
moosie_900
2.34%
[SNK(5.93) DIL(2.69) XRO(2.31) PEB(0.78) BFW(0.00)]


22
bohemian
2.32%
[EBO(6.67) XRO(2.31) SUM(1.85) PEB(0.78) WYN(0.00)]


23
Left field
2.32%
[SNK(5.93) AIA(2.56) XRO(2.31) PEB(0.78) BLT(0.00)]


24
Casino
2.25%
[ATM(5.33) HNZ(2.38) SUM(1.85) TEL(1.08) NZO(0.61)]


25
blobbles
2.24%
[ATM(5.33) DIL(2.69) HNZ(2.38) PEB(0.78) WYN(0.00)]


26
Dilbert
2.23%
[SNK(5.93) DIL(2.69) SUM(1.85) PEB(0.78) RYM(-0.13)]


27
alistair85
2.19%
[ATM(5.33) DIL(2.69) SUM(1.85) PEB(0.78) AIR(0.30)]


28
forest
2.19%
[SNK(5.93) HNZ(2.38) SUM(1.85) PEB(0.78) BFW(0.00)]


29
Latama
2.18%
[SNK(5.93) XRO(2.31) SUM(1.85) PEB(0.78) BLT(0.00)]


30
Hawkeye
2.14%
[SNK(4.17) SLI(3.39) GFF(1.39) IFT(1.32) XRO(0.45)]


31
94dj
2.13%
[ATM(5.33) DIL(2.69) SUM(1.85) PEB(0.78) BLT(0.00)]


31
Everwood
2.13%
[ATM(5.33) DIL(2.69) SUM(1.85) PEB(0.78) WYN(0.00)]


31
MAC
2.13%
[ATM(5.33) DIL(2.69) SUM(1.85) PEB(0.78) CRP(0.00)]


34
Trigger
2.11%
[ATM(5.33) DIL(2.69) SUM(1.85) PEB(0.78) RYM(-0.13)]


35
Well Endowed
2.10%
[MHI(3.65) PGW(2.56) RBD(2.50) IFT(1.77) BFW(0.00)]


36
AndyLP
2.04%
[ATM(5.33) HNZ(2.38) SUM(1.85) PEB(0.78) RYM(-0.13)]


37
amalgam
2.02%
[ATM(5.33) HNZ(2.38) SUM(1.85) PEB(0.78) FPH(-0.26)]


38
Ash
2.01%
[ATM(5.33) HNZ(2.38) SUM(1.85) FBU(0.59) RYM(-0.13)]


39
Toasty
2.00%
[DIL(2.69) HNZ(2.38) XRO(2.31) SUM(1.85) PEB(0.78)]


40
Harvey Specter
1.99%
[VML(6.67) DIL(2.69) SUM(1.85) PEB(0.78) CNU(-2.05)]


41
belgarion
1.98%
[PPL(9.88) BFW(0.00) CNU(0.00) HNZ(0.00) THL(0.00)]


42
Felix
1.96%
[TEN(2.84) PGW(2.56) MRP(2.16) TWR(1.74) MET(0.51)]


43
QOH
1.93%
[ATM(5.33) SUM(1.85) TEL(1.08) PEB(0.78) FBU(0.59)]


44
see weed
1.92%
[SNK(5.93) PGW(2.56) HNZ(2.38) PEB(0.78) CNU(-2.05)]


45
gorn
1.90%
[OGC(4.00) MLN(2.56) SUM(1.85) PEB(0.78) AIR(0.30)]


46
silu
1.89%
[SNK(4.17) MRP(3.66) IFT(1.32) SUM(0.30) SLG(0.00)]


47
PartyPooper
1.89%
[ATM(5.33) HNZ(2.38) SUM(1.85) BLT(0.00) RYM(-0.13)]


48
blackcap
1.89%
[ATM(5.33) MHI(3.65) CAV(0.57) SPN(0.00) RYM(-0.13)]


49
robbo24
1.84%
[SNK(4.17) MRP(3.66) FSF(1.94) WYN(0.00) DIL(-0.58)]


50
snapiti
1.83%
[SNK(5.93) DIL(2.69) PEB(0.78) WYN(0.00) FPH(-0.26)]


51
Crow
1.82%
[SLI(4.57) DIL(2.69) SUM(1.85) SML(0.00) WYN(0.00)]


52
elZorro
1.81%
[OGC(4.00) POT(3.25) FSF(2.30) TME(-0.24) FPH(-0.26)]


53
Wolf
1.78%
[ATM(5.33) DIL(2.69) SUM(1.85) PEB(0.78) MET(-1.75)]


54
mattwanz
1.77%
[PPL(7.23) WHS(2.67) PEB(0.78) CNU(-0.69) DIL(-1.15)]


55
axe
1.59%
[SNK(5.93) DIL(2.69) PEB(0.78) FBU(0.59) CNU(-2.05)]


56
TimmyTP
1.57%
[DIL(2.69) RBD(2.50) SUM(1.85) PEB(0.78) WYN(0.00)]


57
enzed staffy
1.54%
[ATM(5.33) SUM(1.85) PEB(0.78) WYN(0.00) FPH(-0.26)]


58
pierre
1.54%
[DIL(2.69) HNZ(2.38) SUM(1.85) PEB(0.78) BLT(0.00)]


59
black knat
1.51%
[EBO(6.67) SUM(1.85) PEB(0.78) DPC(0.00) MET(-1.75)]


60
stones
1.50%
[WHS(4.05) AIA(2.56) SUM(1.85) TEL(1.08) CNU(-2.05)]


61
hummerh40
1.47%
[HNZ(2.38) XRO(2.31) SUM(1.85) PEB(0.78) BLT(0.00)]


62
clips
1.46%
[EBO(5.26) NZO(1.85) AIA(1.12) GPG(0.85) FPH(-1.78)]


63
artemis
1.43%
[DIL(2.69) SUM(1.85) IFT(1.77) GPG(0.85) PIL(0.00)]


64
MACX
1.42%
[DIL(2.69) PGW(2.56) SUM(1.85) SPY(0.00) WYN(0.00)]


65
Yankiwi
1.39%
[POT(3.25) FSF(2.30) PEB(0.78) NZO(0.61) BLT(0.00)]


66
angrytoenail
1.27%
[OGC(5.81) PEB(0.78) MFT(0.43) BLT(0.00) CNU(-0.69)]


67
BlackPeter
1.27%
[OGC(5.81) MET(0.51) HNZ(0.00) NWF(0.00) WYN(0.00)]


68
klid
1.26%
[ATM(5.33) DIL(2.69) SKL(0.58) FPH(-0.26) CNU(-2.05)]


69
born2invest
1.26%
[POT(3.25) SUM(1.85) ANZ(1.74) RYM(-0.13) MFT(-0.42)]


70
SparkyTheClown
1.16%
[DIL(2.69) SUM(1.85) PEB(0.78) CAV(0.57) RYM(-0.13)]


71
EAGLE
1.07%
[ATM(5.33) HNZ(2.38) SUM(1.85) PEB(0.78) SEA(-5.00)]


72
bonnie vie
1.07%
[DIL(2.69) SUM(1.85) PEB(0.78) BLT(0.00) SML(0.00)]


72
psychic
1.07%
[DIL(2.69) SUM(1.85) PEB(0.78) TEN(0.00) WYN(0.00)]


74
Xerof
1.04%
[MRP(3.16) DIL(2.69) PEB(0.78) NZO(0.61) CNU(-2.05)]


75
PlatnuM195
1.01%
[SNK(5.93) DIL(2.69) XRO(2.31) PEB(0.78) GEO(-6.67)]


76
noodles
0.99%
[PGW(2.56) HNZ(2.38) CMO(0.00) PHB(0.00) TUR(0.00)]


77
Microsloth
0.96%
[AIA(2.56) SUM(1.85) PEB(0.78) RYM(-0.13) FPH(-0.26)]


78
Vaygor1
0.92%
[MRP(3.16) SUM(1.85) CDI(0.00) RYM(-0.13) FPH(-0.26)]


79
lowrolling
0.88%
[DIL(2.69) HNZ(2.38) PEB(0.78) CAV(0.57) CNU(-2.05)]


80
Minerbarejet
0.80%
[DIL(2.69) SUM(1.85) PEB(0.78) BLT(0.00) LPC(-1.31)]


81
pedro.nz
0.77%
[HNZ(2.38) SUM(1.85) BLT(0.00) RYM(-0.13) FPH(-0.26)]


82
percy
0.76%
[EBO(5.26) SUM(0.30) AWF(0.00) HNZ(0.00) FPH(-1.78)]


83
mdr1
0.73%
[SNK(4.17) MET(0.51) SUM(0.30) DIL(-0.58) PEB(-0.77)]


84
Guild
0.66%
[GFF(4.29) PEB(0.78) AIR(0.30) SCY(0.00) CNU(-2.05)]


85
stef
0.65%
[SNK(4.17) XRO(0.45) BLT(0.00) DIL(-0.58) PEB(-0.77)]


86
Beetle
0.64%
[DIL(2.69) PEB(0.78) BLT(0.00) WDT(0.00) FPH(-0.26)]


87
MCCSA
0.56%
[SNK(4.17) BLT(0.00) WYN(0.00) DIL(-0.58) PEB(-0.77)]


88
777
0.56%
[SUM(1.85) PEB(0.78) AIR(0.30) CMO(0.00) RYM(-0.13)]


89
GR8DAY
0.55%
[OGC(4.00) PEB(0.78) BLT(0.00) WDT(0.00) CNU(-2.05)]


90
Toulouse - Luzern
0.54%
[XRO(2.31) PEB(0.78) SML(0.00) RYM(-0.13) FPH(-0.26)]


91
stanace
0.50%
[SUM(1.85) PEB(0.78) BLT(0.00) WDT(0.00) RYM(-0.13)]


92
ari
0.43%
[SNK(5.93) PEB(0.78) XRO(0.45) RBC(0.00) SEA(-5.00)]


93
Mista_Trix
0.39%
[DIL(2.69) SUM(1.85) PEB(0.78) LPC(-1.31) CNU(-2.05)]


94
corpr8raider
0.37%
[PGW(2.56) BLT(0.00) HNZ(0.00) SUM(0.00) CNU(-0.69)]


95
Arbitrage
0.33%
[AMP(2.11) SUM(0.30) HNZ(0.00) WYN(0.00) PEB(-0.77)]


96
Santiago
0.26%
[SLI(3.39) XRO(0.45) PPP(0.00) PEB(-0.77) FPH(-1.78)]


97
biker
0.22%
[ATM(5.33) PEB(0.78) DPC(0.00) RBC(0.00) SEA(-5.00)]


98
Flugenbear
0.22%
[PEB(0.78) AIR(0.30) BLT(0.00) SNK(0.00) WDT(0.00)]


99
Major von Tempsky
0.16%
[MET(0.51) MFT(0.43) SUM(0.00) TEL(0.00) RYM(-0.13)]


100
fiasco
0.16%
[PEB(0.78) ATM(0.00) BLT(0.00) SUM(0.00) WYN(0.00)]


101
macduffy
0.00%
[STU(2.67) ABA(0.00) SUM(0.00) NPX(-0.88) FPH(-1.78)]


102
cookiemonster
0.00%
[BRL(0.00) HNZ(0.00) SNK(0.00) SUM(0.00) WYN(0.00)]


103
Bobcat
-0.04%
[OGC(4.00) PEB(0.78) BLT(0.00) PPP(0.00) SEA(-5.00)]


104
zs_cecil
-0.06%
[XRO(0.45) HNZ(0.00) PGW(0.00) RAK(0.00) PEB(-0.77)]


105
toucan22
-0.07%
[ATM(5.33) SUM(1.85) PEB(0.78) CNU(-2.05) CRP(-6.25)]


106
blocker3
-0.07%
[PEB(0.78) SML(0.00) SNK(0.00) SUM(0.00) DIL(-1.15)]


106
Danzx
-0.07%
[PEB(0.78) BLT(0.00) SNK(0.00) SUM(0.00) DIL(-1.15)]


108
Skuxtrader
-0.10%
[PEB(0.78) HNZ(0.00) SUM(0.00) XRO(-0.15) DIL(-1.15)]


109
hairofthedog
-0.21%
[PEB(0.78) ATM(0.00) SUM(0.00) CNU(-0.69) DIL(-1.15)]


110
Schrodinger
-0.26%
[VML(6.67) MOA(1.52) RBC(0.00) NZR(-2.83) GEO(-6.67)]


111
In4a$
-0.28%
[SUM(0.30) RYM(-0.13) SML(-0.25) DIL(-0.58) PEB(-0.77)]


112
cammo
-0.34%
[SUM(0.30) HNZ(0.00) WDT(0.00) PEB(-0.77) ATM(-1.25)]


113
Lizard
-0.36%
[OIC(1.96) PHB(0.00) SCY(0.00) LPC(-1.31) SCT(-2.44)]


114
Ginger_steps
-0.39%
[SUM(0.30) WDT(0.00) SML(-0.25) PEB(-0.77) ATM(-1.25)]


115
waikare
-0.41%
[AIA(1.12) TTK(0.00) RYM(-0.13) ATM(-1.25) FPH(-1.78)]


116
brucey09
-1.44%
[NZO(0.61) MAD(0.00) RAK(0.00) NZR(-2.83) SEA(-5.00)]


117
jonu
-18.94%
[VML(6.67) SPY(0.00) DIL(-0.58) PEB(-0.77)]


118
ScrappyO
-19.28%
[NZX(1.63) IFT(1.32) TEL(0.65) VHP(0.00)]


119
CAM
-19.49%
[PGW(2.56) ATM(0.00) LIC(0.00) SML(0.00)]


120
Slowlearna
-19.84%
[NZO(1.85) PEB(0.78) CNU(-0.69) DIL(-1.15)]


121
JBmurc
-39.08%
[OGC(4.00) NZO(0.61) PPP(0.00)]








-
McDouall Stuart
1.37%
[VML(6.67) IFT(1.32) HNZ(0.00) TEL(0.00) DIL(-1.15)]


-
MacQuarie
1.14%
[PPL(7.23) AIR(0.30) SUM(0.00) CNU(-0.69) DIL(-1.15)]


-
Hamilton HG
0.82%
[STU(2.67) NZX(1.63) MET(0.51) ATM(0.00) CNU(-0.69)]


-
Goldman Sachs
0.21%
[TWR(1.74) IFT(1.32) AIR(0.30) NPX(-0.88) TME(-1.44)]


-
Forsyth Barr
0.16%
[CEN(1.39) MFT(0.43) AIR(0.30) OIC(0.00) SKT(-1.34)]


-
First NZ Capital
-0.00%
[CEN(1.39) ZEL(1.09) HBY(0.00) AWK(-0.72) FPH(-1.78)]


-
ST Top 5
-0.07%
[PEB(0.78) ATM(0.00) HNZ(0.00) SUM(0.00) DIL(-1.15)]


-
Craigs IP
-0.43%
[MELCA(1.47) MFT(0.43) AFI(0.00) FPH(-1.78) FBU(-2.29)]






Best Wishes
Paper Tiger

[elZorro]

What is this? I dare to hope
In 2014 my shares will cope
With mid-range scores
I'd be happy, sure
Not for me those junior miners
Almost better to get alzheimers
Perhaps this year my shares will fizz
Many thanks to PT and Liz.

[Nigel]

About to head off on holiday, so thought I'd better get some picks in...

Let's go with:
BLT
PEB
RYM
TEL
WYN

(Hold all of them)

[lou]

Here are my pics for the year. All time highs momentum based strategy this year.

XRO
PEB
ATM
RYM
SUM

[dagoldtoof]

EBO
FPH
AIR
PEB

thanks...

[blocker3]

interesting to see very few picks of XRO from the members here and none from brokers...

Yes I see that moosie. Your crystal ball must be better focused than our's for it to be included in your picks. Good luck with XRO. Cheers.

[blocker3]

EBO
FPH
AIR
PEB

thanks...

Hi dagoldtoof, Paper tiger is looking for 5 picks and not 4. Good luck in the comp.Cheers

[dagoldtoof]

EBO
FPH
AIR
PEB
SUM
thanks...

[Joshuatree]

MGL- very int things happening here but may take time. BTW I'm having success using a 500 tonne train press to smooth out my 50c pieces
SEK- recovery could surprise watch this space A friend manages an orchard

PHB- hoping for rerating here, deserves it. Life is good
PEB- Me too Will neutralize CNU losses and more
SUM- prefer Althorp but not listed This summer will always be remembered for the 1 kg cherry boxes and pip spitting

[GTM 3442]

Anything for a laugh:

ATM
DPC
PEB
PIL
SPY

[blah]

My picks

DIL
PEB
SEA
SNK
SUM

[gypsy]

Updated list, thanks P.T
CNU
SUM
RYM
PEB
HNZ

[Southern_Belle]

Thanks for organizing P.T
My picks are:
XRO
PEB
SUM
DIL
SNK

[blocker3]

Looking at the picks coming in, 90% of people have chosen the same 10 shares or so in their portfolio. (this is an eyeball percentage ONLY & If anyone wants to do the real stat's feel free to do so)

Interesting, are we all on the same page for whats out there in the NZ market.Why are the brokers so different to us?

Lastly this will make this competition very tight at the end of the year.

Good luck everybody.

[Corporate]

Cnu
DIL
Cue
Ogc
Tme

Thanks

[blockhead]

Blocky holds a few of these but is following the herd on PEB, might own a few once I have doubled my money on BRL....................optimism is one of Blockys forte's !

NZO
BRL
AIR
PEB
RYM

[bull....]

TEL
PHB
RBD
SLI
SNK

thanks

[aspar13]

My picks:

PEB
HNZ
FPH
EBO
MFT

Cheers!

[Snow Leopard]

Looking at the picks coming in, 90% of people have chosen the same 10 shares or so in their portfolio. (this is an eyeball percentage ONLY & If anyone wants to do the real stat's feel free to do so)

Interesting, are we all on the same page for whats out there in the NZ market.Why are the brokers so different to us?

Lastly this will make this competition very tight at the end of the year.

Good luck everybody.

Different Stocks: 93
By popularity/name (excludes broker selections):

PEB: 93
SUM: 76
DIL: 58
ATM: 34
HNZ: 32
SNK: 31
BLT: 26
XRO: 23
RYM: 22
CNU: 20
FPH: 19
WYN: 16
NZO: 11
PGW: 11
AIR: 10
OGC: 10
TEL: 10
EBO: 9
SML: 8
MRP: 7
AIA: 6
IFT: 6
MET: 6
SEA: 6
WDT: 6
FBU: 5
MFT: 5
RBD: 5
SLI: 5
BFW: 4
BRL: 4
PHB: 4
POT: 4
PPL: 4
PPP: 4
VML: 4
WHS: 4
CAV: 3
DPC: 3
FSF: 3
GPG: 3
LPC: 3
MHI: 3
RBC: 3
SPY: 3
CMO: 2
CRP: 2
GEO: 2
GFF: 2
NPX: 2
NZR: 2
NZX: 2
PIL: 2
RAK: 2
SCY: 2
STU: 2
TEN: 2
THL: 2
TME: 2
ABA: 1
AMP: 1
ANZ: 1
AWF: 1
BGR: 1
CDI: 1
CUE: 1
FRE: 1
LIC: 1
MAD: 1
MGL: 1
MLN: 1
MOA: 1
MVN: 1
NWF: 1
OIC: 1
PFI: 1
PGC: 1
SCT: 1
SEK: 1
SKC: 1
SKL: 1
SLG: 1
SPN: 1
TTK: 1
TUR: 1
TWR: 1
VHP: 1
ZEL: 1


Entrants: 139 (and I will probably enter so 140 same as last year, excludes brokers)

By popularity/name (includes brokers)
PEB.SUM.DIL.ATM.HNZ.hoyinma
PEB.SUM.DIL.ATM.HNZ.ST Top 5
PEB.SUM.DIL.ATM.BLT.94dj
PEB.SUM.DIL.ATM.RYM.Trigger
PEB.SUM.DIL.ATM.CNU.hairofthedog
PEB.SUM.DIL.ATM.WYN.Everwood
PEB.SUM.DIL.ATM.AIR.alistair85
PEB.SUM.DIL.ATM.MET.Wolf
PEB.SUM.DIL.ATM.CRP.MAC
PEB.SUM.DIL.HNZ.SNK.False Profit
PEB.SUM.DIL.HNZ.BLT.pierre
PEB.SUM.DIL.HNZ.XRO.Skuxtrader
PEB.SUM.DIL.HNZ.XRO.Toasty
PEB.SUM.DIL.SNK.BLT.Danzx
PEB.SUM.DIL.SNK.XRO.Southern_Belle
PEB.SUM.DIL.SNK.RYM.Dilbert
PEB.SUM.DIL.SNK.TEL.Jay
PEB.SUM.DIL.SNK.SML.blocker3
PEB.SUM.DIL.SNK.MET.mdr1
PEB.SUM.DIL.SNK.SEA.blah
PEB.SUM.DIL.BLT.SML.bonnie vie
PEB.SUM.DIL.BLT.BRL.clip
PEB.SUM.DIL.BLT.LPC.Minerbarejet
PEB.SUM.DIL.XRO.RYM.couta1
PEB.SUM.DIL.RYM.SML.In4a$
PEB.SUM.DIL.RYM.CAV.SparkyTheClown
PEB.SUM.DIL.CNU.VML.Harvey Specter
PEB.SUM.DIL.CNU.LPC.Mista_Trix
PEB.SUM.DIL.WYN.RBD.TimmyTP
PEB.SUM.DIL.WYN.TEN.psychic
PEB.SUM.ATM.HNZ.RYM.AndyLP
PEB.SUM.ATM.HNZ.FPH.amalgam
PEB.SUM.ATM.HNZ.SEA.EAGLE
PEB.SUM.ATM.HNZ.WDT.cammo
PEB.SUM.ATM.SNK.BLT.gloworm
PEB.SUM.ATM.BLT.WYN.fiasco
PEB.SUM.ATM.XRO.RYM.lou
PEB.SUM.ATM.XRO.PGW.gv1
PEB.SUM.ATM.CNU.CRP.toucan22
PEB.SUM.ATM.FPH.WYN.enzed staffy
PEB.SUM.ATM.TEL.FBU.QOH
PEB.SUM.ATM.SML.WDT.Ginger_steps
PEB.SUM.HNZ.SNK.XRO.Longhaul
PEB.SUM.HNZ.SNK.BFW.forest
PEB.SUM.HNZ.BLT.XRO.hummerh40
PEB.SUM.HNZ.RYM.CNU.gypsy
PEB.SUM.HNZ.WYN.AMP.Arbitrage
PEB.SUM.SNK.BLT.XRO.Latama
PEB.SUM.BLT.RYM.WDT.stanace
PEB.SUM.XRO.WYN.EBO.bohemian
PEB.SUM.XRO.POT.VML.dellow
PEB.SUM.RYM.FPH.AIA.Microsloth
PEB.SUM.RYM.AIR.CMO.777
PEB.SUM.FPH.AIR.EBO.dagoldtoof
PEB.SUM.AIR.OGC.MLN.gorn
PEB.SUM.EBO.MET.DPC.black knat
PEB.SUM.PHB.MGL.SEK.Joshuatree
PEB.DIL.ATM.HNZ.WYN.blobbles
PEB.DIL.ATM.NZO.MFT.BigBob
PEB.DIL.HNZ.CNU.CAV.lowrolling
PEB.DIL.SNK.BLT.XRO.stef
PEB.DIL.SNK.BLT.WYN.MCCSA
PEB.DIL.SNK.BLT.BRL.silverblizzard888
PEB.DIL.SNK.XRO.BFW.moosie_900
PEB.DIL.SNK.XRO.GEO.PlatnuM195
PEB.DIL.SNK.CNU.FBU.axe
PEB.DIL.SNK.FPH.WYN.snapiti
PEB.DIL.BLT.FPH.WDT.Beetle
PEB.DIL.XRO.CNU.FBU.jimmi
PEB.DIL.CNU.NZO.MRP.Xerof
PEB.DIL.CNU.NZO.Slowlearna
PEB.DIL.CNU.PPL.WHS.mattwanz
PEB.DIL.FPH.AIR.FBU.DJDAVE
PEB.DIL.NZO.PGW.AIR.skydog
PEB.DIL.PGW.WHS.FRE.Radler
PEB.DIL.VML.SPY.jonu
PEB.ATM.SEA.DPC.RBC.biker
PEB.ATM.DPC.SPY.PIL.GTM 3442
PEB.HNZ.SNK.CNU.PGW.see weed
PEB.HNZ.XRO.PGW.RAK.zs_cecil
PEB.HNZ.FPH.EBO.MFT.aspar13
PEB.SNK.BLT.XRO.AIA.Left field
PEB.SNK.BLT.AIR.WDT.Flugenbear
PEB.SNK.XRO.SEA.RBC.ari
PEB.BLT.RYM.WYN.TEL.Nigel
PEB.BLT.CNU.OGC.WDT.GR8DAY
PEB.BLT.CNU.OGC.MFT.angrytoenail
PEB.BLT.NZO.POT.FSF.Yankiwi
PEB.BLT.OGC.SEA.PPP.Bobcat
PEB.XRO.RYM.FPH.SML.Toulouse - Luzern
PEB.XRO.FPH.SLI.PPP.Santiago
PEB.RYM.NZO.AIR.BRL.blockhead
PEB.CNU.AIR.GFF.SCY.Guild
PEB.PPL.NZX.THL.MVN.golden city
SUM.DIL.ATM.HNZ.OGC.mask
SUM.DIL.ATM.HNZ.RBD.iceman
SUM.DIL.CNU.AIR.PPL.MacQuarie
SUM.DIL.WYN.PGW.SPY.MACX
SUM.DIL.WYN.SML.SLI.Crow
SUM.DIL.IFT.GPG.PIL.artemis
SUM.ATM.HNZ.BLT.RYM.PartyPooper
SUM.ATM.HNZ.RYM.FBU.Ash
SUM.ATM.HNZ.NZO.TEL.Casino
SUM.HNZ.SNK.WYN.BRL.cookiemonster
SUM.HNZ.BLT.RYM.FPH.pedro~nz
SUM.HNZ.BLT.CNU.PGW.corpr8raider
SUM.HNZ.FPH.EBO.AWF.percy
SUM.HNZ.AIA.MHI.PFI.Deej5
SUM.SNK.XRO.SML.MRP.MPC
SUM.SNK.MRP.IFT.SLG.silu
SUM.RYM.FPH.MRP.CDI.Vaygor1
SUM.RYM.TEL.MET.MFT.Major von Tempsky
SUM.RYM.MFT.POT.ANZ.born2invest
SUM.CNU.TEL.AIA.WHS.stones
SUM.FPH.NPX.STU.ABA.macduffy
DIL.ATM.CNU.FPH.SKL.klid
DIL.HNZ.TEL.IFT.VML.McDouall Stuart
DIL.SNK.FPH.EBO.PGC.sausage
DIL.SNK.WYN.MRP.FSF.robbo24
DIL.XRO.MRP.SLI.ZEL.lancewiggs
DIL.CNU.OGC.TME.CUE.Corporate
ATM.SNK.BLT.TEL.WHS.aquaman
ATM.RYM.FPH.AIA.TTK.waikare
ATM.RYM.CAV.MHI.SPN.blackcap
ATM.CNU.MET.NZX.STU.Hamilton HG
ATM.PGW.SML.LIC.CAM
HNZ.CNU.BFW.PPL.THL.belgarion
HNZ.WYN.OGC.MET.NWF.BlackPeter
HNZ.PGW.PHB.CMO.TUR.noodles
SNK.XRO.IFT.SLI.GFF.Hawkeye
SNK.TEL.RBD.SLI.PHB.bull,,,,
FPH.NZO.EBO.AIA.GPG.clips
FPH.OGC.POT.FSF.TME.elZorro
FPH.FBU.MFT.AFI.MELCA.Craigs IP
FPH.ZEL.AWK.CEN.HBY.First NZ Capital
NZO.OGC.PPL.PPP.BGR.mistymountain
NZO.OGC.PPP.JBmurc
NZO.SEA.NZR.RAK.MAD.brucey09
PGW.MRP.MET.TEN.TWR.Felix
PGW.IFT.RBD.BFW.MHI.Well Endowed
AIR.TEL.EBO.IFT.SKC.modandm
AIR.IFT.NPX.TME.TWR.Goldman Sachs
AIR.MFT.OIC.CEN.SKT.Forsyth Barr
TEL.IFT.NZX.VHP.ScrappyO
EBO.RBD.GPG.NPX.STU.glennj
PHB.LPC.SCY.OIC.SCT.Lizard
VML.RBC.GEO.NZR.MOA.Schrodinger

Best Wishes
Paper Tiger

[Lizard]

Oh dear, I can't seem to curb my contrarian nature, can I? :ohmy:

[blocker3]

WOW ,thanks for the instant computer print out to my questions Paper Tiger. I don't think that I wasn't that far out with my eye ball calculations.

Real interesting stuff here showing as PEB,SUM,DIL are far the most popular top dog stocks.

Thanks once again.

Happy new year

Cheers

[Citizen Erased]

My picks:

DIL
PEB
SML
SUM
XRO

[winner69]

I posted this on another thread the other day

With 60% of the picks coming from 10 stocks it just seemed rather relevant. And there is the discussion about brokers not wanting to be too brave and have opinions that are a lot different from their peers

Oh my god (sorry bobcat) what made me post such thoughts here


Excerpt from From Wall Street to Skank Street by Joe Bageant.

Full essay here http://www.joebageant.com/joe/2010/0...ll-street.html


"I'll tell ya what the stock market game is all about."

I didn't remember asking, but I knew I wouldn't get my turn signals fixed unless I listened.

"Used to be that a guy would pick a stock based on the facts. After a while, it got so that people looked around to see what other people's average opinion was, and they bet on that. Nowadays you look around and try to guess what the average opinion of the average opinion is. If you can guess enough other people's guesses about other people's guesses, then you bet on that and you make money. Don't ****ing matter if the stock is a dog. The stock market now runs the whole damned economy based on what fools believe other fools believe other fools believe. Run by a bunch of economists who figure that if they make enough fools believe the stock market is OK, then the economy will be OK. What if I ran my business that way? What if all I had to do was make people believe their cars was fixed? I'd go broke."

"You are broke, Gunther."

"That's beside the point."

[blocker3]

I posted this on another thread the other day

With 60% of the picks coming from 10 stocks it just seemed rather relevant. And there is the discussion about brokers not wanting to be too brave and have opinions that are a lot different from their peers

Oh my god (sorry bobcat) what made me post such thoughts here


Excerpt from From Wall Street to Skank Street by Joe Bageant.

Full essay here http://www.joebageant.com/joe/2010/0...ll-street.html


"I'll tell ya what the stock market game is all about."

I didn't remember asking, but I knew I wouldn't get my turn signals fixed unless I listened.

"Used to be that a guy would pick a stock based on the facts. After a while, it got so that people looked around to see what other people's average opinion was, and they bet on that. Nowadays you look around and try to guess what the average opinion of the average opinion is. If you can guess enough other people's guesses about other people's guesses, then you bet on that and you make money. Don't ****ing matter if the stock is a dog. The stock market now runs the whole damned economy based on what fools believe other fools believe other fools believe. Run by a bunch of economists who figure that if they make enough fools believe the stock market is OK, then the economy will be OK. What if I ran my business that way? What if all I had to do was make people believe their cars was fixed? I'd go broke."

"You are broke, Gunther."

"That's beside the point."

Sounds like we are all a flock of sheep winner69 with the share market. I think however you do have a point.

People do not want to miss out on the action and up scoots the share price......

2013 is stamped in history to that.

Cheers

[Bobcat.]

What I find scary is that all too many people are buying madly on any and all Equity market dips. When that herd mentality is taken to the extreme, the peak/dip cycle becomes shorter and shorter, the peaks steeper and steeper, and the market bubbles really fast (which looks to be happening now). Watch out. When that bursts, fear will abound and money will flow quickly into Gold and Silver.

[AndyLP]

Would be interesting to see those same stats on "users by popularity" at the start of last year's competition, but compare that against how successful they were by the end of the year.

[Heke]

DIL
SNK
SUM
RYM
WYN

Thanks p t.

[K1W1G0LD]

Looking at the picks coming in, 90% of people have chosen the same 10 shares or so in their portfolio. (this is an eyeball percentage ONLY & If anyone wants to do the real stat's feel free to do so)

Interesting, are we all on the same page for whats out there in the NZ market.Why are the brokers so different to us?

Lastly this will make this competition very tight at the end of the year.


Good luck everybody.

Blocker this is called the 'sheeple syndrome' , shows how boring and predictable we all are!!

[Vaygor1]

Oh dear, I can't seem to curb my contrarian nature, can I? :ohmy:

It does appear you are swimming against the tide Lizard.. and you didn't even pick CDI... and neither did Forest. Thought you two would have joined me on this one.

[winner69]

What I find scary is that all too many people are buying madly on any and all Equity market dips. When that herd mentality is taken to the extreme, the peak/dip cycle becomes shorter and shorter, the peaks steeper and steeper, and the market bubbles really fast (which looks to be happening now). Watch out. When that bursts, fear will abound and money will flow quickly into Gold and Silver.

That phenoma is what Didier Sornette calls a “log-periodic bubble.” .... a view of the S&P a few months below .... and those 'cycles' are getting tighter

[winner69]

What I find scary is that all too many people are buying madly on any and all Equity market dips. When that herd mentality is taken to the extreme, the peak/dip cycle becomes shorter and shorter, the peaks steeper and steeper, and the market bubbles really fast (which looks to be happening now). Watch out. When that bursts, fear will abound and money will flow quickly into Gold and Silver.

That phenoma is what Didier Sornette calls a “log-periodic bubble.” .... a view of the S&P a few months below .... and those 'cycles' are getting tighter

Charts from John Hussman. Here's a article 'anatomy of a Bubble' written a year or so ago. Spooky chart showing these log periodic things reaching 'real time singularity' at the time gold price collapsed

http://www.hussmanfunds.com/wmc/wmc110314.htm

[Lizard]

All this chit-chat and avoidance talk Winner .... come on and get some picks in! After all, you can still win by losing the least if things go to hell in a handbasket. :eek2:

[stoploss]

PT here we go

ATM
AWF
DIL
MCK
WHS

Thanks,

[winner69]

All this chit-chat and avoidance talk Winner .... come on and get some picks in! After all, you can still win by losing the least if things go to hell in a handbasket. :eek2:

I have not forgiven you for the last time you 'insisted' / nagged / conned me into entering such a competition and then was subjected to tirade after tirade of abuse (sort off)

Was miffed that somebody else beat me and belg to the bottom though - ALF FPA PGW WDT THL I think they were ....it was not a good year for the previous years dogs that year

So sorry Liz ......sticking to the never again principle .....people just not nice enough to me to even being tempted

[macduffy]

Go on, winner, be a sport! We may need some company at the back of the peloton again!

:)

[winner69]

Go on, winner, be a sport! We may need some company at the back of the peloton again!

:)

So if I leave it to Jan 19th I am getting an unfair advantage over you?

[percy]

I have not forgiven you for the last time you 'insisted' / nagged / conned me into entering such a competition and then was subjected to tirade after tirade of abuse (sort off)

Was miffed that somebody else beat me and belg to the bottom though - ALF FPA PGW WDT THL I think they were ....it was not a good year for the previous years dogs that year

So sorry Liz ......sticking to the never again principle .....people just not nice enough to me to even being tempted

Whimp!!
What a lame excuse!!
"People just not nice enough to me."
Good gracious winner69 we all love you.!!!

[blockhead]

Don't think so Winner, could be placing yourself at a disadvantage, PEB is pulling away from the wharf now, be half way across the harbour by the 19th !

[Doyle]

PEB
DIL
HNZ
CNU
MRP.

The picks of a true sheep.

Thanks

[winner69]

Don't think so Winner, could be placing yourself at a disadvantage, PEB is pulling away from the wharf now, be half way across the harbour by the 19th !

Macduffy was talking about the tail end of the field

[metro]

Air
fph
scy
snk
sum

:)

[NOCASH]

Mrp
rbd
kip
sum
rym

[Alf]

BGR
GPG
MHI
MET
RBD

Thanks for running this and good luck to all

[Whipmoney]

1) dil
2) peb
3) wyn
4) cnu
5) sum

[baller18]

1) PEB
2) wyn
3) FSF
4) SUM
5) ATM

Thanks heaps PT

[janner]

Very difficult to pick this year PT.

More so since I have to beat Lizard and percy after this years dismal performance..

Am I able to pick just one for now ??

PEB. Before it reaches " Lift Off ". Which I think it already has done..

Disc. Holding.

[Snow Leopard]

Very difficult to pick this year PT.

More so since I have to beat Lizard and percy after this years dismal performance..

Am I able to pick just one for now ??

PEB. Before it reaches " Lift Off ". Which I think it already has done..

Disc. Holding.

NO!

That is not playing by the rules at all. I can not allow it, otherwise everybody will start giving me grey hairs.

You enter 5 picks - and don't try that getting the code wrong on four of them trick either.
You can always change them before the shut off date (that is in the rules).

Get five picks in before midnight and you get PEB (assuming it is one of the five) at tomorrows open.

Best Wishes
Paper Tiger

[janner]

Grrrr..

Having now taken PT off of my Christmas card list !!..

HNZ.
PEB.
MGL.
APN.
ATM.

Eat that Liz & percy !!..

Thank you PT. :-) Grrr..

Disc.. Hold all ..

[silu]

It feels so cold and lonely at the "haven't picked PEB" club.

[percy]

Grrrr..

Having now taken PT off of my Christmas card list !!..

HNZ.
PEB.
MGL.
APN.
ATM.

Eat that Liz & percy !!..

Thank you PT. :-) Grrr..

Disc.. Hold all ..

Grrrr,
That is a very aggressive selection.Pleased Paper Tiger motivated you into action.!
Don't think Lizard and I will have a chance against you.!!! Yeah right.!!lol.

[janner]

Grrrr,
That is a very aggressive selection.Pleased Paper Tiger motivated you into action.!
Don't think Lizard and I will have a chance against you.!!! Yeah right.!!lol.


Hahahaa.. Time will tell all .

[Pete]

FPH
SUM
NZO
AIR
CRP

Thanks...

[janner]

FPH
SUM
NZO
AIR
CRP

Thanks...

In my endeavour to be ahead of Liz and Percy.. With time up my sleeve to change the pick..

CRP ??.. New To me !!.. :-)

[bear]

AIR
DIL
RYM
NZR
DPC

thanks Bear

[Snow Leopard]

CAM:
FCG is not listed on the NZAX or NZSX. :t_down:

JBmurc:
NTL market cap is less than $10m :ohmy:
& GEL market cap is less than $10m. :(

jonu:
NTL market cap is a little less than $10m. :angry:

ScrappyO:
HZN is not a valid NZAX or NZSX stock code. :confused:

Slowlearna:
NTL market cap is definitely less than $10m. :crying:

Best Wishes
Paper Tiger

[Onthemoney]

PPP
CDI
BFW
NZO
BLT

Cheers

[J R Ewing]

Hi PT,

Thanks for running the comp again, it's always fun and much appreciated. Please put me down for:

DIL
MRP
NZO
PEB
RYM

[shasta]

Thanks PT for running the comp once again.

My picks are as follows:

ACY - (Previously Wakefield Hospital) - Should benefit from ACC's windfall/increased activity,
EBO - More growth lies ahead & should benefit from "synergies" from recent acquistion
IFT - Quality assets & quality management, the ZEL transaction was a smart move, more acquisitions ahead?
RBC - A play on a falling $US, US house recovery via Tenon, maybe more progress with Arborgen?
SUM - Been up to the villages in Hastings/Havelock North & seen the sites first hand, expect more growth.

Cheers

[Santiago]

PPP
CDI
BFW
NZO
BLT

Cheers

Glad to see someone else with me on PPP... Most undervalued company on the exchange...

[binary]

HNZ
DIL
SUM
PEB
CNU

Thanks

[Grimy]

BLT
PGW
MET
STU
IFT

Many thanks for all your work!

[Snoopy]

You enter 5 picks - and don't try that getting the code wrong on four of them trick either.
You can always change them before the shut off date (that is in the rules).


Happy new year to all participants. Being a long term investor I have imposed an extra rule on myself - namely that I am only allowed to change one entry (on average year to year) from the previous year's competition. I am very keen to maintain a good flow of dividends into 2014, so my selections have a dividend bias. However, I am aware that rising interest rates tend to punish dividend shares. So it is important that as well as a good dividend producing capacity there is an underlying growth story there too.

SKC: Had a big year in 2013, signing up to redevelopments in Auckland and Adelaide. The share price didn't respond in kind. Given the stated 20cps dividend policy and a good growth path mapped out, this has to be my top pick. Worst case: A labour/greens government pulls the pin on the convention centre deal and SKC makes a large profit on the land, which allows them to fully concentrate on the Adelaide expansion.

SCT: The share price got hammered back in 2013, but the bonus centennial dividend showed ongoing commitment to the dividend hunters. Good forward order book for the Appliance production lines. Some restructuring for the mining division Rocklabs and slower 12 month prospects there the main negative. Will this be the year that the automated meat room and automated milking shed project's potential is finally recognised by the market?

PGW: My 'new' entry for the competition. Has a very strong dividend focus because of cash requirements of new Chairman Alan Lai of Agria. Would prefer PGW to pay down debt, but long term maybe dividends a good thing because of the poor use of past invested cash? Perhaps less affected by the high dollar than other 'exporters' (strictly PGW is more a supplier of exporters). Hoping the weather gods will play ball in Australia where the seeds division has had such a dreadful run. South American growth to continue to underpin longer term progress.

RBD: Good dividend payer. Continuing restructuring of Pizza Hut is the main growth driver with Carl's Junior there to take over the growth baton. New man in charge of KFC division will be keen to make his mark, so a potential surprise on the upside with the Colonel.

TEL: The old chestnut. A good dividend payer, even as the price adjusts downwards to improve the yield! Chorus got beaten up in 2013. This should have been good for Telecom, but Moutter seemed keener on establishing a new low operational benchmark, that will better show off the improvements he plans for the company as it takes a more consumer orientated focus. I think Moutter knows his business and sooner or later the market will wake up to that. My dark horse for 2014 (but also -gulp- for 2010 and 2011 and 2012 and 2013!).

SNOOPY

discl: own all the above

[biker]

Thanks PT for running the comp once again.

My picks are as follows:
.................

RBC - A play on a falling $US, US house recovery via Tenon, maybe more progress with Arborgen?

.................

Cheers

More like a play on a rising $US methinks

[SCOTTY]

Hi Paper Tiger

Thank you for doing this again this year. My picks are:

GEO
PEB
SLI
SNK
VML

[lissica]

Fbu
mft
fre
ift
twr

[KJ]

SUM
ATM
HNZ
TEL
FBU

Thanks

[cycat64]

Many thanks for your efforts. Hope I do better this year.

FBU
MET
NZO
PGW
TUR

Regards

[airedale]

ATM
DIL
TEL
TIL
TME
Thanks for organising, Paper Tiger

[janner]

CAM:
FCG is not listed on the NZAX or NZSX. :t_down:

JBmurc:
NTL market cap is less than $10m :ohmy:
& GEL market cap is less than $10m. :(

jonu:
NTL market cap is a little less than $10m. :angry:

ScrappyO:
HZN is not a valid NZAX or NZSX stock code. :confused:

Slowlearna:
NTL market cap is definitely less than $10m. :crying:

Best Wishes
Paper Tiger

Damn !!.. You negated so many moves for me .. Could have tried the mis-spelling.. :-)0

Keep up the good work PT.. Appreciated ..

[janner]

Glad to see someone else with me on PPP... Most undervalued company on the exchange...

Many on here would place PPP in the same situation as Rakon..

But I could not possibly comment :-)

Reasons ??

[Paint it Black]

Damn !!.. You negated so many moves for me .. Could have tried the mis-spelling.. :-)0

Keep up the good work PT.. Appreciated ..

My picks are:

PEB
XRO
RYM
SUM
PPP

Thanks PT.

[ria]

FBU
RBD
EBO
NPX
STU

Thanks!

[RRR]

My picks are:

ANZ
MRP
SKT
TWR
RBD

Thanks

[Santiago]

Many on here would place PPP in the same situation as Rakon..

But I could not possibly comment :-)

Reasons ??

Ha... You are both right and wrong in my opinion. Like RAK, PPP's SP has been disappointing for those of us unfortunate to have stuck with it. I also once held RAK... Would never go back- terrible governance.

However, unlike RAK, PPP makes money (PE of around 4), has been known to pay a dividend, has no debt, and has potential. It once popped, back around 5 years ago I think, when they made a discovery, and went up to the high 70s and paid a reasonable dividend. In other words, if they hit hydrocarbons again, it's fair to assume that the SP would have the same upward potential, and that the company would use the profits (as they have no debt) to either increase exploration or return to shareholders. Not a bad investment, in my view, if you're happy with the inherent risk of the drilling business. RAK on the other hand does not appear to have the same upward potential, nor have they historically managed their earnings particularly well (from the point of view of a shareholder).

Having said all that, in 12 months if their SP is still languishing at 12c I wouldn't be surprised. I would, however, eat my shorts if RAK ever got near to 5 bucks again.

should probably continue this in the PPP stream, if there is one... Though doubt there's much interest...

[acegolfer]

Thanks Paper Tiger

Picks are:
MET
DIL
POT
PGW
NTL

[Rabbi]

EBO
RYM
SUM
MRP
NZO
Happy new year all

[Vaygor1]

Go on, winner, be a sport! We may need some company at the back of the peloton again!

:)
So if I leave it to Jan 19th I am getting an unfair advantage over you?

C'mon Winner. Just pick 5. Throw a dart or two if you have to. To avoid any repeat of the past, simply state from the outset that it's a somewhat random choice, with a few major risk-takers in there.... PT did it kind of like this last year.... refer http://www.sharetrader.co.nz/showthread.php?8992-2013-Stock-Picking-Contest-Final-Results-Friday-20th-December-2013&p=390107&viewfull=1#post390107 . From then on you can participate with ease yet always fall back on your 'random' qualification in the event total humiliation reigns. :cool:

[Flogs]

Thanks PT

AIR
DIL
OGC
PEB
WYN

[kiora]

Thanks PT
FFW
SUM
SLI
PEB
DIL

[Penfold]

Top 10 this year... just need to avoid this years Chorus.

CMO
LPC
WHS
AWF
MFT

All should get the benefits of a heated economy.

Thanks PT...

[shasta]

More like a play on a rising $US methinks

Ya know what i meant :D

[Awesome]

BLT
SUM
FSF
ATM
PEB

Thanks PT!

[Beagle]

Thanks PT..my picks

SUM
MET
PGW
PEB
FPH