2020 Stock Picking Comp

[Oliver Mander]

Its that time again! Make your claim on picking the stocks to watch in 2020...
The rules are similar to 2019 - with one minor change as outlined in (2) below.
Feel free to circulate this widely - we had a good range of entries this year, and would be great to see that grow further.

Rules:

1. Pick FIVE different NZX-listed equity instruments (incl. Smartshares and foreign companies listed in NZ). Companies/Funds with a market cap of less than $10m may not be selected.
   
2. Please also make a SIXTH pick - this will be used as a 'backup preference' should one of your picks delist or merge during the year. It won't cover companies that are placed in liquidation or dissolved.
3. Note that 'Cash' is one of the possible selections - this will assume a 12 month term deposit rate of 2.6%
4. Each pick has an equal weighting. You cannot pick the same option more than once.
5. Picks in by 7pm January 2nd 2019 (New Zealand time); ie, prior to trading opening.
   
6. You may not use the alias that belongs to someone else on sharetrader.co.nz, or misrepresent another person.

Returns calculations

1. Each will start with a notional portfolio of $10,000
2. Returns will be calculate from the last closing price of 2019 (Dec 31st 2019) to the last closing price of 2020.
3. Its a 'total return' comp, so Dividends will be included - but NOT benefits from imputation credits or other tax-specific benefits.
4. Rights issues are included according to a formula that does not increase capital, but recognises a capital gain/loss on the rights for the year.
   
5. If a selection delists or otherwise somehow dissolves; it will be kept but manually adjusted in your selections to reflect the realised situation resulting from the event causing this. The realisation will then be "re-invested" in your backup preference (see 2), allowing the opportunity to continue participation on a level playing field.
6. Winner is the person who has the largest %age increase.
   

There are THREE ways to enter:

• via this survey form: https://bit.ly/2REKHzh
• email to sylvestercat2018@gmail.com
• private message to me on sharetrader

I won't publish what people are picking before Dec 31st.
If there is a stock missing from the picklist on the survey form - let me know and I will sort it quickly!

Happy Christmas / New Year everyone...and happy picking.

Your faithful puddytat,
Sylvester

[Toulouse - Luzern]

looks good

[Oliver Mander]

looks good

appreciated your feedback on the 2019 comp - hope the slight rule amendment goes some way to resolving the issue :-)!

[TideMan]

The survey link does not work for me.
I get this cryptic message from OneDrive:

This item might have been deleted, expired, or you might not have permission to view it. Contact the owner of this item for more information.

[peetter]

Same issue with the survey link not working.


@SylvesterCat can I have a question? How do you get the shareprice data from NZX? Do you do it manually?

[greater fool]

Passed use by date. Edited in lieu of removal.

[iceman]

Thanks for doing this once again SC. Always a bit of fun.

[Beagle]

Good on ya for running the comp again, you're a supercat
Don't suppose we could pick a share listed on the unlisted platform with a market cap of more than $10m ?
Some companies on there have a market cap of hundreds of millions.

[Oliver Mander]

Hi all...I have no idea why the survey link is not working - I will sort it out this evening after work. My humble apologies.

In terms of data, I have set up a routine that 'scrapes' data from websites. It isn't commercial use, so feel ok about this.
Definitely not manual! Beagle, will look into USX - not sure if this will be that easy for me I'm afraid, but can check it out.

[Oliver Mander]

Hi all...the survey link is now working and has been corrected in the post above. Please accept my apologies for that rather inauspicious start.
Note that the following companies are currently excluded as their market cap is below $10m:

PIL
SEA
LIV
GSH
FIN

[Lola]

hi all...the survey link is now working and has been corrected in the post above. Please accept my apologies for that rather inauspicious start.
Note that the following companies are currently excluded as their market cap is below $10m:

Pil
sea
liv
gsh
fin

pil might be a fairly regarded as a special situation as the market cap has fluctuated since its recent equity raisings from 16 million to 32 million and sometimes 48 million and back again to todays 16 million . Tomorrow it could be back to 32 million.

[Beagle]

Hi all...I have no idea why the survey link is not working - I will sort it out this evening after work. My humble apologies.

In terms of data, I have set up a routine that 'scrapes' data from websites. It isn't commercial use, so feel ok about this.
Definitely not manual! Beagle, will look into USX - not sure if this will be that easy for me I'm afraid, but can check it out.

Appreciate you looking into it Supercat

[Anna Naum]

Could you please add SDL to the choices, Mkt Cap above $10m

[Oliver Mander]

Could you please add SDL to the choices, Mkt Cap above $10m

Has now been added Anna. Sorry about that :-(.

[bohemian]

Sylvester I entered my picks, should I have received a notification?

[Jay]

Thanks SylvesterCat
Have now entered via the link

Keep up the good work

[Oliver Mander]

keeping at the top...have asked for a sticky but has not happened yet!

[RTM]

keeping at the top...have asked for a sticky but has not happened yet!

Link worked perfectly for me. Wonder if my picks will be the same level of purrrfection.
Thanks for organising this.

[RupertBear]

Thanks for organising this again much appreciated

[tim23]

gee that was easy thanks very much!