2018 Stock Picking Contest

[777]

Thank you SylvesterCat for taking up the challenge of running this competition.

I do however believe that a rights issue needs to be taken into account somehow as the head share price is affected by such issue. Perhaps it could be covered by deducting the the cost of the right from the ex right price of the head share and calling it a cash dividend.

I would be interested on what others think.

[Oliver Mander]

I do however believe that a rights issue needs to be taken into account somehow as the head share price is affected by such issue.
I would be interested on what others think.

In my original thinking, I'd thought about treating rights as an increased investment (pro-rata-ed appropriately for time remaining), but then obviously getting extra 'shares'.
Quite happy to do this.

Also happy either way on whether we exclude shares with market cap <$10m.

This cat doesn't need to think for himself in this case, quite happy to adopt the consensus view. In fact - someone tell me how to set up a poll on this forum, and I will do exactly that!

[Oliver Mander]

Also - I am getting some picks come through with XRO in them.
Quite okay to accept these - but may not be a good option, as it will delist. Essentially, the "investment" will be sold at the time of delisting, and accrue no further growth.
So if you've picked XRO, feel free to submit again - or not, as the case may be...

[Vaygor1]

Hi SylvesterCat
Tried to enter my picks via the survey form on the one-drive method at https://1drv.ms/xs/s!AuUMI8ycnlsfhcJI7b9trJ43BUzuVg

Can't find CDI on the pick lists. Can you please add it to the picks if its not too much trouble?

Vaygor1.

[Baa_Baa]

PLX also missing from the list?

[Oliver Mander]

Hi SylvesterCat
Tried to enter my picks via the survey form on the one-drive method at https://1drv.ms/xs/s!AuUMI8ycnlsfhcJI7b9trJ43BUzuVg

Can't find CDI on the pick lists. Can you please add it to the picks if its not too much trouble?

Vaygor1.

Have added PLX, CDI.
Sorry about that.

And have also added TLL.

[Leftfield]

Have added PLX, CDI.
Sorry about that.

And have also added TLL.

RBC (Rubicon) also missing $95 mill mkt cap? (real left field pick!!!)

Ta

[percy]

Would you please include IKE.
Market cap $23.5 mil.

[Oliver Mander]

Would you please include IKE.
Market cap $23.5 mil.

Sorry all...both RBC and IKE included.

Note that these omissions are because I took my initial list from anz securities...and that is of course only a list of securities traded that day.
Does not affect the ability to automate the updates :-)!

[Oliver Mander]

Just thought I'd give a "sample" as to how I'll report the results.
1) The first output will be a link to an excel sheet, that will look something like the picture below. It will let you "find yourself" and show you your overall ranking and performance. If you don't have excel, will put it in a pdf format as well.
output1.jpg

2) I'll also hope to produce a link to a sheet (excel only at this stage), that will let you see the more detailed breakdown of your performance. Like this picture...
output2.jpg

Hope this makes sense.