Where to invest?

[KW]

I've not looked at the NZ share market for some time, but my parents have asked me to put some money in the market for them. I'm looking for one of my usual pet stocks - high dividend yield, good growth history and prospects, good ROE and ROC, and trading on a reasonable P/E. Can you suggest some stocks to have a look at?

[percy]

You may care to look at the following.ABA,AWF,EBO,FRE,SKL,and TUA.
Two large cap are POT and RYM.
Sauce has posted some brilliant posts on RYM on Owner's earnings vs retained earnings thread. Paying modest divie but have used retained earnings to great affect.
ABA,if they can get hearing aid clinics in Asia model right, will have huge growth,as very few deaf Asians wear properly fitted hearing aids.
AWF.contract labour supplier.Easy to grow without need of a lot of capital.Have recently moved into supplying rest home staff labour.
EBO.History of very strong growth.Medical supplys.Growth will come from Aussie expansion.
FRE.Courier parcel delivery.Internet sales have to be delivered.
SKL.Specialist rubber moulding,with componant suppliers.Dairying industry supplier.
TUA.Car auctions,importers second hand cars from Japan.Have their own finnance company,so can also clip that ticket.
POT.NZ Hub port.Situated in the right place,doing the right things.Metro inland port in Auckland services tauranga by rail.

[percy]

You may care to look at the following.ABA,AWF,EBO,FRE,SKL,and TUA.
Two large cap are POT and RYM.
Sauce has posted some brilliant posts on RYM on Owner's earnings vs retained earnings thread. Paying modest divie but have used retained earnings to great affect.
ABA,if they can get hearing aid clinics in Asia model right, will have huge growth,as very few deaf Asians wear properly fitted hearing aids.
AWF.contract labour supplier.Easy to grow without need of a lot of capital.Have recently moved into supplying rest home staff labour.
EBO.History of very strong growth.Medical supplys.Growth will come from Aussie expansion.
FRE.Courier parcel delivery.Internet sales have to be delivered.
SKL.Specialist rubber moulding,with componant suppliers.Dairying industry supplier.
TUA.Car auctions,importers second hand cars from Japan.Have their own finnance company,so can also clip that ticket.
POT.NZ Hub port.Situated in the right place,doing the right things.Metro inland port in Auckland services tauranga by rail.

Update.All companies on the growth path as expected.POT surprised me with their expectation of "full year net earnings to grow by as much as 15%" Comforting in troubled markets to see these companies performing so well.

[percy]

You may care to look at the following.ABA,AWF,EBO,FRE,SKL,and TUA.
Two large cap are POT and RYM.
Sauce has posted some brilliant posts on RYM on Owner's earnings vs retained earnings thread. Paying modest divie but have used retained earnings to great affect.
ABA,if they can get hearing aid clinics in Asia model right, will have huge growth,as very few deaf Asians wear properly fitted hearing aids.
AWF.contract labour supplier.Easy to grow without need of a lot of capital.Have recently moved into supplying rest home staff labour.
EBO.History of very strong growth.Medical supplys.Growth will come from Aussie expansion.
FRE.Courier parcel delivery.Internet sales have to be delivered.
SKL.Specialist rubber moulding,with componant suppliers.Dairying industry supplier.
TUA.Car auctions,importers second hand cars from Japan.Have their own finnance company,so can also clip that ticket.
POT.NZ Hub port.Situated in the right place,doing the right things.Metro inland port in Auckland services tauranga by rail.

Update.Todays interim from AWF was a cracker.Divie up 31.5%.Nice.

[percy]

You may care to look at the following.ABA,AWF,EBO,FRE,SKL,and TUA.
Two large cap are POT and RYM.
Sauce has posted some brilliant posts on RYM on Owner's earnings vs retained earnings thread. Paying modest divie but have used retained earnings to great affect.
ABA,if they can get hearing aid clinics in Asia model right, will have huge growth,as very few deaf Asians wear properly fitted hearing aids.
AWF.contract labour supplier.Easy to grow without need of a lot of capital.Have recently moved into supplying rest home staff labour.
EBO.History of very strong growth.Medical supplys.Growth will come from Aussie expansion.
FRE.Courier parcel delivery.Internet sales have to be delivered.
SKL.Specialist rubber moulding,with componant suppliers.Dairying industry supplier.
TUA.Car auctions,importers second hand cars from Japan.Have their own finnance company,so can also clip that ticket.
POT.NZ Hub port.Situated in the right place,doing the right things.Metro inland port in Auckland services tauranga by rail.

Just when I thought EBO were "drifting away" they announce a brilliant acqusition with Masterpet.This growth company will give EBO strong earnings growth outside medical area.With Masterpet being in Aussie as well as NZ it is very positive for EBO shareholders.

[karen1]

What about OIC, Opus?

[percy]

You may care to look at the following.ABA,AWF,EBO,FRE,SKL,and TUA.
Two large cap are POT and RYM.
Sauce has posted some brilliant posts on RYM on Owner's earnings vs retained earnings thread. Paying modest divie but have used retained earnings to great affect.
ABA,if they can get hearing aid clinics in Asia model right, will have huge growth,as very few deaf Asians wear properly fitted hearing aids.
AWF.contract labour supplier.Easy to grow without need of a lot of capital.Have recently moved into supplying rest home staff labour.
EBO.History of very strong growth.Medical supplys.Growth will come from Aussie expansion.
FRE.Courier parcel delivery.Internet sales have to be delivered.
SKL.Specialist rubber moulding,with componant suppliers.Dairying industry supplier.
TUA.Car auctions,importers second hand cars from Japan.Have their own finnance company,so can also clip that ticket.
POT.NZ Hub port.Situated in the right place,doing the right things.Metro inland port in Auckland services tauranga by rail.

Well 6 months on and the portfolio is performing well.NOT counting divies the portfolio is up 13.77% while NZX index is up8.5%.
The star has been FRE up 31.3% while ABA has let us down by being up 2.4%.

[Animeart]

I reckon the maket here is overdue for a major shakeup as it seems unreasonably high in the face of what's happening in Euro and china. The high NZD is cusioning against a hard landing, else more people might be struggling against the cost of living.

[percy]

You may care to look at the following.ABA,AWF,EBO,FRE,SKL,and TUA.
Two large cap are POT and RYM.
Sauce has posted some brilliant posts on RYM on Owner's earnings vs retained earnings thread. Paying modest divie but have used retained earnings to great affect.
ABA,if they can get hearing aid clinics in Asia model right, will have huge growth,as very few deaf Asians wear properly fitted hearing aids.
AWF.contract labour supplier.Easy to grow without need of a lot of capital.Have recently moved into supplying rest home staff labour.
EBO.History of very strong growth.Medical supplys.Growth will come from Aussie expansion.
FRE.Courier parcel delivery.Internet sales have to be delivered.
SKL.Specialist rubber moulding,with componant suppliers.Dairying industry supplier.
TUA.Car auctions,importers second hand cars from Japan.Have their own finnance company,so can also clip that ticket.
POT.NZ Hub port.Situated in the right place,doing the right things.Metro inland port in Auckland services tauranga by rail.

Not quiet a year on and "all is well".

[percy]

You may care to look at the following.ABA,AWF,EBO,FRE,SKL,and TUA.
Two large cap are POT and RYM.
Sauce has posted some brilliant posts on RYM on Owner's earnings vs retained earnings thread. Paying modest divie but have used retained earnings to great affect.
ABA,if they can get hearing aid clinics in Asia model right, will have huge growth,as very few deaf Asians wear properly fitted hearing aids.
AWF.contract labour supplier.Easy to grow without need of a lot of capital.Have recently moved into supplying rest home staff labour.
EBO.History of very strong growth.Medical supplys.Growth will come from Aussie expansion.
FRE.Courier parcel delivery.Internet sales have to be delivered.
SKL.Specialist rubber moulding,with componant suppliers.Dairying industry supplier.
TUA.Car auctions,importers second hand cars from Japan.Have their own finnance company,so can also clip that ticket.
POT.NZ Hub port.Situated in the right place,doing the right things.Metro inland port in Auckland services tauranga by rail.

Well a year on and we can see how the portfolio performed.Very well.
ABA was $4 .10 Today $5.60 +36% plus divies.
AWF was $2.00 Today $2.20 +11% plus divies.
EBO was $6.80 Today $8.23 +21.1% plus divies.
FRE was $2.97 Today $4.40 +48.1% plus divies.
SKL was $1.24 Today $1.69 +36.29% plus divies.
TUA was $1.35 Today $1.80 +33.33% plus divies.
POT was $9.65 Today $12.60 +30.5% plus divies.
RYM was $2.52 Today $4.11 +63% plus divies.
Overall average + 34.91% PLUS DIVIES.