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  • macduffy's Avatar
    Today, 01:45 PM
    macduffy replied to a poll Capital Gains Tax in Elections
    I reckon that anyone buying Starbucks coffee, let alone paying $10 for it, deserves to be fleeced! ;) (Sorry, nothing to do with the argument...
    275 replies | 44018 view(s)
  • macduffy's Avatar
    Yesterday, 03:28 PM
    Not arguing against a govt g/- for depositors but it's stretching things a bit to include the Development Finance Co as a "bank". It was intended to...
    12008 replies | 2113031 view(s)
  • macduffy's Avatar
    Yesterday, 09:27 AM
    This is not, strictly, relevant to FOD's circumstances, but perhaps it cautions against relying too much on "good Chinese connections". ...
    4 replies | 255 view(s)
  • macduffy's Avatar
    14-02-2019, 12:29 PM
    I'd agree with that. A very harsh way to make a fair point - which it clearly has!
    2339 replies | 85908 view(s)
  • macduffy's Avatar
    14-02-2019, 12:20 PM
    macduffy replied to a thread Skellerup (SKL) Fundamentals in NZX
    Another of my long keepers doing well! :)
    733 replies | 122062 view(s)
  • macduffy's Avatar
    13-02-2019, 04:02 PM
    macduffy replied to a thread HLG - Hallenstein Glasson in NZX
    Yes, and I certainly like it that way! As others have pointed out, retailing is fickle at the best of times and this aint them!
    3089 replies | 384267 view(s)
  • macduffy's Avatar
    13-02-2019, 02:12 PM
    macduffy replied to a thread HLG - Hallenstein Glasson in NZX
    Exactly, Brain! And it makes a big difference if that management has significant skin in the game - as is the case with HLG - and Briscoes! :)
    3089 replies | 384267 view(s)
  • macduffy's Avatar
    13-02-2019, 02:08 PM
    This thread's in danger of being re-labelled ATM2! More informed discussion of OCA please. :cool:
    3148 replies | 485955 view(s)
  • macduffy's Avatar
    13-02-2019, 10:25 AM
    macduffy replied to a thread ANZ.NZX - Anyone holding? in NZX
    Which leads one to the conclusion that either ANZ doesn't expect the RBNZ's talk of higher capital requirements to be followed through or that the...
    613 replies | 88723 view(s)
  • macduffy's Avatar
    12-02-2019, 01:42 PM
    macduffy replied to a thread AIR NZ in NZX
    If that's the case then AIR has been extremely careless. The reality of China's attitude to Taiwan's status is just that - a reality!
    14373 replies | 2190227 view(s)
  • macduffy's Avatar
    11-02-2019, 03:34 PM
    Probably they were some of your older clients. There was a time, probably before 1987, when stagging most IPO's were licences to print money. ...
    3148 replies | 485955 view(s)
  • macduffy's Avatar
    11-02-2019, 03:24 PM
    macduffy replied to a thread BGR - Briscoes Valuation in NZX
    Yes, it's a routine question for some journalist or other to ask Rod that one! Like a broken watch, it'll probably be right some time. :mellow:
    309 replies | 51310 view(s)
  • macduffy's Avatar
    11-02-2019, 11:20 AM
    macduffy replied to a thread BGR - Briscoes Valuation in NZX
    Yes, going very well! Perhaps it's worth bearing in mind that the original IPO was an Aussie private equity sell-off - of sorts! ;)
    309 replies | 51310 view(s)
  • macduffy's Avatar
    10-02-2019, 02:20 PM
    To answer the original question with another: Do the campaigns ever stop? ;)
    8 replies | 244 view(s)
  • macduffy's Avatar
    10-02-2019, 02:17 PM
    macduffy replied to a thread AIR NZ in NZX
    You'll need to explain further, SL. eg, whose reflex action in response to what?
    14373 replies | 2190227 view(s)
  • macduffy's Avatar
    10-02-2019, 02:12 PM
    Macquarie interests floated the OCA IPO and is still the major shareholder. It's generally thought they will seek to further sell down at some time...
    3148 replies | 485955 view(s)
  • macduffy's Avatar
    08-02-2019, 02:53 PM
    macduffy replied to a thread ASBPA, ASBPB and ASB030 in NZDX
    Just caught up with this week's good news! Patience rewarded! :t_up:
    24 replies | 6823 view(s)
  • macduffy's Avatar
    07-02-2019, 01:55 PM
    I'm not sure what the argument is about. In pure numbers, 51% of 10,052 is less than 50.7% of 10,470. 5126 v 5308.
    2339 replies | 85908 view(s)
  • macduffy's Avatar
    05-02-2019, 03:13 PM
    macduffy replied to a thread ANZ.NZX - Anyone holding? in NZX
    Now, that really is a relief rally! ANZ up over 7%, WBC 8%. Even AMP scored +10%! Classic case of selling the rumour and buying the fact - or at...
    613 replies | 88723 view(s)
  • macduffy's Avatar
    05-02-2019, 03:05 PM
    Well, that seems to cover everything! No, I won't be investing either. ;)
    22 replies | 1062 view(s)
  • macduffy's Avatar
    05-02-2019, 02:01 PM
    As was reported in October last. Any further news? ...
    22 replies | 1062 view(s)
  • macduffy's Avatar
    05-02-2019, 12:01 PM
    macduffy replied to a thread ANZ.NZX - Anyone holding? in NZX
    I think you've answered the first point yourself, Bob. Perhaps people use mortgage brokers because they think the broker will get a better deal than...
    613 replies | 88723 view(s)
  • macduffy's Avatar
    05-02-2019, 11:46 AM
    Yes, it's a good thing that RYM don't have any Sydney villages.
    3624 replies | 595457 view(s)
  • macduffy's Avatar
    04-02-2019, 08:09 PM
    macduffy replied to a thread ANZ.NZX - Anyone holding? in NZX
    Well done! I'm barely past the introduction of the 560 page report! ;)
    613 replies | 88723 view(s)
  • macduffy's Avatar
    30-01-2019, 02:56 PM
    Clearly there should be some sort of inquiry/commission/working group/whatever set up to determine targets before they're set in future! ;)
    2339 replies | 85908 view(s)
  • macduffy's Avatar
    30-01-2019, 02:47 PM
    What! Surely there's no need to hedge one's exposure to OCA? ;) I hold - from the IPO.
    3148 replies | 485955 view(s)
  • macduffy's Avatar
    30-01-2019, 02:41 PM
    macduffy replied to a thread Fletcher Building (FBU) in NZX
    True, Balance, but we could hardly expect them to announce that they were selling before they finished, unless of course, they were obliged to report...
    590 replies | 82254 view(s)
  • macduffy's Avatar
    28-01-2019, 03:17 PM
    macduffy replied to a thread Scales - SCL in NZX
    Or, wishful thinking? I hold too but expect, and will be happy with, steady progress - and favourable weather.
    2105 replies | 363408 view(s)
  • macduffy's Avatar
    25-01-2019, 02:26 PM
    macduffy replied to a thread Ebos Limited EBO in NZX
    EBO results look just as good re-cast in AUD. http://news.iguana2.com/macquaries/NZSE/EBO/329852 Just threw this in to make a change from...
    1045 replies | 177842 view(s)
  • macduffy's Avatar
    24-01-2019, 02:02 PM
    macduffy replied to a thread ANZ.NZX - Anyone holding? in NZX
    Good work, Snoopy, but all a bit redundant now that UDC (ANZ) has announced that it intends to repay all outstanding debentures later this year in...
    613 replies | 88723 view(s)
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3 Visitor Messages

  1. View Conversation
    MacDuffy, I would love to see your portfolio sometime... well not so much see it, as run my hands over its richly textured history!

    I read your posts and I get that collectors wave of jealousy...

    ...to get overly poetic, your portfolio is a London next to my Wellington, a natural SS pearl necklace next to my freshwater cultureds, a 40 yr malt whiskey beside my Amstel light... there's just something so compelling about the history and stories that belong with it!
  2. Hello macduffy, Are you a professional or just an investor like me?
  3. Hi Mac, I am in UK and am a learner when it comes to NZ. How do you see the economy ?
Showing Visitor Messages 1 to 3 of 3
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