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  • macduffy's Avatar
    Today, 03:39 PM
    macduffy replied to a poll Capital Gains Tax in Elections
    Perhaps an unintended consequence will be to reinforce the strategy of selling losers and keeping winners. Of course, it rather complicates a...
    305 replies | 44801 view(s)
  • macduffy's Avatar
    Today, 03:25 PM
    macduffy replied to a thread Ift in NZX
    With major assets in places like Tauranga, Wellington, Australia etc IFT probably doesn't have the profile in the South Is. as in some other areas! ...
    2009 replies | 375422 view(s)
  • macduffy's Avatar
    Yesterday, 07:38 PM
    macduffy replied to a thread AIR NZ in NZX
    Another "administrative" foulup. https://www.nzherald.co.nz/business/news/article.cfm?c_id=3&objectid=12205676
    14386 replies | 2193008 view(s)
  • macduffy's Avatar
    Yesterday, 07:28 PM
    I'm no fan of crypto but Jamie Dimon, boss of J P Morgan and once a fierce critic, has become a believer recently. ...
    2401 replies | 136783 view(s)
  • macduffy's Avatar
    Yesterday, 01:55 PM
    Indeed. Hard to relate JT's post to the comparatively mild world of NZ politics!
    2355 replies | 86741 view(s)
  • macduffy's Avatar
    Yesterday, 01:45 PM
    macduffy replied to a thread Ebos Limited EBO in NZX
    Yes, a bit disappointing but the possibility of a knock from the Aust govt's review of the Pharmaceutical Benefits Scheme was always present - and...
    1063 replies | 178941 view(s)
  • macduffy's Avatar
    18-02-2019, 07:14 PM
    One for 15 would be a relatively small issue. I would expect something a bit more substantial - say 1:5, at a small discount and underwritten. ...
    12097 replies | 2125640 view(s)
  • macduffy's Avatar
    18-02-2019, 09:44 AM
    Very likely in the Navy which had two - I think - cruisers attached to the Royal Naval squadron in the Pacific. The NZ 3rd Division, which had fought...
    5 replies | 189 view(s)
  • macduffy's Avatar
    16-02-2019, 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...
    305 replies | 44801 view(s)
  • macduffy's Avatar
    15-02-2019, 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...
    12097 replies | 2125640 view(s)
  • macduffy's Avatar
    15-02-2019, 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 | 280 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!
    2355 replies | 86741 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 | 122141 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!
    3100 replies | 386144 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! :)
    3100 replies | 386144 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:
    3162 replies | 489177 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 | 88815 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!
    14386 replies | 2193008 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. ...
    3162 replies | 489177 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 | 51374 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 | 51374 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 | 252 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?
    14386 replies | 2193008 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...
    3162 replies | 489177 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 | 6926 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.
    2355 replies | 86741 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 | 88815 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 | 1071 view(s)
  • macduffy's Avatar
    05-02-2019, 02:01 PM
    As was reported in October last. Any further news? ...
    22 replies | 1071 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 | 88815 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 ?
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