2022 NZX Stock Picking Comp

[nztx]

Congrats all ..

God forbid .. still can't recollect the why's etc when putting HMY & DGL in for 2022

[Tomtom]

I failed to outperform a simple savings account? Back to Gulag for me.

[nztx]

I failed to outperform a simple savings account? Back to Gulag for me.

but a simple savings account needs to be discounted for the hidden inflation factor too

[Waiuta]

Hi All,

It's last day of the year and here are the results. Congratulations to the Winner of 2022 competition Waiuta!

We should also make a special mention to alokdhir, placemakers, Crackity, Gerald and Username who also managed to stay in green in this very hard year!

https://1drv.ms/x/s!AghAKgaJuFZyjmKY...JmUt4?e=wEb3gP


Top 10 the year 2022:

Rank	Username	Pick 1:	Pick 2:	Pick 3:	Pick 4:	Pick 5:	Backup Pick:	Summary	Percentage
1	Waiuta	HGH	GNE	CHI	SPK	IFT		55975.36967	111.95%
2	alokdhir	CHI	PPH	CVT	ATM	FPH		53844.41388	107.69%
3	placemakers	IKE	GXH	SPK	AOF	EBO		51801.69288	103.60%
4	Crackity	ZEL	GXH	MCK	CO2	IFT	STU	51659.12634	103.32%
5	Gerald	ATM	SML	MCK	VSL	TWR		50735.99675	101.47%
6	Username	EBO	MFT	SPK	TWR	USF		50287.34033	100.57%
7	hogie	CHI	SKC	PEB	EBO	ATM		49911.57048	99.82%
8	Madame Selena	SKC	IFT	MEL	IKE	NPH		49702.59728	99.41%
9	Sylvor	SPK	MEL	OCA	SKC	THL		49026.53688	98.05%
10	Rocketman	GTK	EBO	SKL	HLG	MHJ		48989.53832	97.98%

I was fortunate to win this year and only entered stock I held. I was lucky with CHI but pride may me hang onto them as they still owe me from the NZR days. In an effort to simplify my life I have sold all my NZ holdings except CHI and IFT.
My picks for this year include CHI, CNU, IFT, PGW and SPK. I'm sure CHI has still got mileage and both CNU and SPK are dividend plays with most of Chorus's work complete and Spark has that tower proceeds to use. I hold ~9000 IFT and see their diversification and returns continually growing. PGW to steady the ship.

[Perky]

I was fortunate to win this year and only entered stock I held. I was lucky with CHI but pride may me hang onto them as they still owe me from the NZR days. In an effort to simplify my life I have sold all my NZ holdings except CHI and IFT.
My picks for this year include CHI, CNU, IFT, PGW and SPK. I'm sure CHI has still got mileage and both CNU and SPK are dividend plays with most of Chorus's work complete and Spark has that tower proceeds to use. I hold ~9000 IFT and see their diversification and returns continually growing. PGW to steady the ship.

Congrats on your win Waiuta in what was a tough year to find good returns. Not sure 2023 will be much easier until inflation and interest rates peak.

Your picks indicate similar…not sure on PGW myself as a good performer for the next year.but what would I know…last time I looked my picks had me sitting in the top 30 odd

Best of luck for your picks this year and taking the time to explain your thinking.

[SailorRob]

OK I will bite. A recent update on Einhorn's investments is here:
https://seekingalpha.com/article/456...q3-2022-update

with a list of current holdings here:
https://www.gurufocus.com/guru/david...lio?view=table

What is David Einhorn's 'process'?

SNOOPY

So Einhorn beat the market by 51% in 2022 and has now compounded after all fees and expenses at 13.2% from 1996.

That's 100k into over 3 million.