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  1. #1
    Share Collector
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    Default Wake Up! Resources are sooo Last Season...

    Can we start posting on something other than oil/gas/minerals now?

    Consumer staples and industrials are the new black!

  2. #2
    Senior Member
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    Talking jokes

    Quote Originally Posted by Lizard View Post
    Can we start posting on something other than oil/gas/minerals now?

    Consumer staples and industrials are the new black!
    You should enter the above post in the jokes competition lizard
    He who lives by the crystal ball soon learns to eat ground glass. (Edgar Fiedler)

  3. #3
    Senior Member
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    Default

    Totally agree LIZ

    Talk about companies that make money .... not those who have a pipe dream about extracting Iron Ore from the tenement they hold in the Pilbara in 5 years time and selling to the Chinese and 10x the current price.

    Healthcare, IT, Media,
    “If you're worried about falling off the bike, you’d never get on.”

  4. #4
    Member
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    Default

    MMS MCMILLAN SHAKESPEARE LIMITED

    No. Ordinary Shares 67.5
    Market Price at 07/08/2008 $2.20
    Equity per Ordinary Share $0.71
    Year High $6.11
    Year Low $2.06
    NTA $0.21
    Intangibles $0.50
    Liabilities $0.21
    Borrowings $0.00
    Net Debt Per Equity Ratio 0.0%
    Normalised Earnings $0.32
    Normalised ROFE 53.0%
    Dividend $0.16
    Dividend Yield 7.1%
    Grossed Up Dividend Yield 10.1%
    Equity Ratio 77.1%

  5. #5
    Legend shasta's Avatar
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    Default

    Quote Originally Posted by Lizard View Post
    Can we start posting on something other than oil/gas/minerals now?

    Consumer staples and industrials are the new black!
    I'm keen to look again into Viticulture, although not just yet...

  6. #6
    SRV is a God STRAT's Avatar
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    Default

    This thread doesnt seem like a wind up Liz

  7. #7
    action-reaction arco's Avatar
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    Default

    Quite an interesting article on The Market Oracle
    Commodities Super Cycle Heading for Demand Destruction?


    http://www.marketoracle.co.uk/Article5791.html
    ___________________


    ___________________

  8. #8
    Senior Member
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    Default

    What ever your outlook, commodity shares must take a further pummeling next week post Friday's price action (Gold, oil, Dow and USD). Boy, that Dow and USD are just doing crazy things ATM. What to be in and when is getting quite difficult! Bit of heavy TA reading coming-up : )

  9. #9
    Legend shasta's Avatar
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    Quote Originally Posted by Jess9 View Post
    What ever your outlook, commodity shares must take a further pummeling next week post Friday's price action (Gold, oil, Dow and USD). Boy, that Dow and USD are just doing crazy things ATM. What to be in and when is getting quite difficult! Bit of heavy TA reading coming-up : )
    How about drug companies, in this environment im sure "depression" is on the rise...

    Or the new NZ term "SAD" Seasonal Affective Disorder, especially in Wellington with a serious lack of Vitamin D this cold, wet winter...

  10. #10
    Legend shasta's Avatar
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    Quote Originally Posted by shasta View Post
    I'm keen to look again into Viticulture, although not just yet...
    As a side interest (that may or may not lead to an investment) i'm watching two "non resource" companies, that are worth a mention.

    LWB - Little World Beverages - a boutique brewery of premium beers
    http://www.asx.com.au/asxpdf/2008082...fs8m5xz5by.pdf
    AVG - Australian Vintage (formerly MGW) A Winemaker, Wine Marketing & Vineyard Management.
    http://www.asx.com.au/asxpdf/2008082...4gqbs0dm63.pdf

    Both are profitable companies (LWB pays 4.6cps divvie 30% franked) & AVG has had a masive turnaround over the last 12 months.

    AVG has sold off $80m worth of unutilised assets/wineries to refocus.

    I've always believed the Australian drought would eventually "weed out the financially weak" & bring the wine supply v demand back to normal, leading to better prices & margins.

    I had thought this would occur mid-late 2009, but perhaps this may turn sooner than i realised?

    Anyway, thought i'd share my thoughts

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