2019 NZ Stock Picking Contest

[Oliver Mander]

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]

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]

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]

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]

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]

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]

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]

SCat, Thanks for running this for us, appreciated

[Oliver Mander]

SCat, Thanks for running this for us, appreciated

a pleasure, LAC!

[d.viviani]

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