By www.MaximSherstobitov.NZ
The podcast currently has 36 episodes available.
Auckland weekly rent price hit near all-time high / Reviews Synlait, Pushpay, Z Energy and other top news of the last 7 days / The big mistake that I made in my investment portfolio .
TABLE OF CONTENTS
0:00 News Topics.
0:23 Auckland weekly rent price hit near all-time high
1:27 NZX 50 vs ASX 200 vs SP500
3:04 Sanford Stock Update (SAN - NZX)
4:03 Synlait Stock Update (SML - NZX)
5:23 PushPay Stock Update (PPH - NZX)
8:23 Fletcher Building Stock Update (FBU - NZX)
9:01 Z Energy Stock Update (ZEL - NZX)
10:33 My Public Portfolio Update $12,929
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IMPORTANT:
- The information does not constitute financial, accounting or legal advice and we cannot be held liable for any acts or omissions that arise from your use.
- Everything on this channel is for educational purposes only. It does not take into account your investment objectives, financial situation and personal needs.
- Past performance is not a guarantee of future returns. Before making any financial decisions, you should seek independent financial advice.
Economist Cameron Bagrie will share his opinion on the current opportunities and how to invest through the next months and years as the world continues to battle the pandemic.
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Skellerup is a New Zealand-based manufacturer of industrial and agricultural rubber products. now employs over 800 people in NZ, Australia, the UK, US and China.
Highlights for the year ending 30 June 2020
· Resilience and skill of our people to sustain business operations in a challenging environment.
The performance reflects the resilience and robustness of the business and highlights the benefit of providing essential products, particularly in the Agri Division, to international markets.
What are your thoughts on it?
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MHM has transitioned to a technology-led future through divesting non-core businesses and operational changes. Financial year to 30 June 2020 saw EBITDA increase 199% to $2.4m.
The original MHM Automation Limited company was established in 1884 by Mr James Mercer in Christchurch, New Zealand.
MHM Automation, now with four New Zealand manufacturing plants, has grown to become an international leader in the design and manufacture of innovative technology solutions and the fabrication of stainless steel products.
Following the restructuring in 2015, MHM Automation seeks to generate long-term shareholder value by focusing on its portfolio of food processing and packaging IP which are sold globally while continuing to drive efficiencies in its core fabrication business.
In addition, MHM Automation is seeking to commercialise the S-Clave technology and get it into market within a compressed time frame.
Highlights for the 12 months to 30 June 2020:
• Revenue of $51.6m, an increase of 35% over the prior year
Would you invest in it?
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To make better investment decisions, it helps to develop a series of easy rules that you can apply consistently. This will reduce the number of mistakes and speed your process.
Your will learn the 5 habits from a successful investor, Guy Spier.
Guy Spier is a Zurich-based investor and author of a book on investing entitled The Education of a Value Investor.
He is well known for bidding US$650,100 with Mohnish Pabrai for a charity lunch with Warren Buffett on June 25, 2008.
What's your most favourite investment rule?
➔ Learn other tips at https://www.MaximSherstobitov.NZ/
➔ Subscribe now so you do not miss the next video https://www.youtube.com/channel/UCHIw-Ej9kivd77bavBCnatQ?sub_confirmation=1
➔ Like the video, if you want to see more of this kind of content
➔ Comment below - I read every single one!
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IMPORTANT:
- The information does not constitute financial, accounting or legal advice and we cannot be held liable for any acts or omissions that arise from your use.
- Everything on this channel is for educational purposes only. It does not take into account your investment objectives, financial situation and personal needs.
- Past performance is not a guarantee of future returns. Before making any financial decisions, you should seek independent financial advice.
Stock prices remain underpinned by (1) central banks commitment to near-zero interest rates, (2) a V-shape recovery in a number of sectors, and (3) a medical treatment for COVID-19.
F&P Healthcare (FPH) has developed specialised expertise in heated humidification that forms the basis of its strong market position in the hospital and growing presence in homecare.
It has progressively widened its addressable market through new applications which is a key driver of an attractive, long-term, double-digit profit growth outlook.
The company is also benefiting from COVID-19 related demand, with some of its products recommended as a front-line therapy.
However, FPH is one of the most expensive global medical device companies (growth-adjusted and absolute).
While it is difficult to foresee a catalyst for a derating, particularly given near-term earnings momentum, we see better value for risk elsewhere.
Second quarter 2020 results from Mainfreight's (MFT) key global peers highlight material decline in freight demand as a result of COVID-19, but resilient margins across most industry segments.
MFT released its corresponding quarterly results at its Annual Shareholder Meeting on 30 July 2020, highlighting a stellar quarter, with revenue up +8% and pre-tax profit up +20% on the same period last year.
Its superior performance in the context of broader industry profitability decline highlights its best-in-class characteristics and continued strong growth potential.
MFT is trading at a one year forward PE of ~26x, a discount to its closest but significantly larger peers.
This webinar is presented Milford Asset Management.
➔ Learn other tips at https://www.MaximSherstobitov.NZ/
The Reserve Bank kept the official cash rate at 0.25%, and is continuing to print money. Why are they trying to increase inflation & lower borrowing costs to households and businesses?
✅ Timestamps ✅
0:00 News Topics.
0:27 The Reserve Bank to Give Cheap Funding Directly to the Banks Possibly as Soon as November
1:20 NZX Stock Market Top 10 Winners and Losers
1:49 Australian government to scrap responsible lending laws (Westpac, ANZ and Heartland Bank)
2:56 Pushpay Stock Update (PPH - NZX)
4:16 Hallenstein Glassons Stock Update (HLG - NZX)
5:50 Kathmandu Stock Update (KMD - NZX)
7:41 Turners Automotive Stock Update (TRA - NZX)
9:25 My Public Portfolio Update $11,442
Westpac, which recently won a lengthy court case against the regulator over alleged breaches of the lending rules, led the market higher as it surged 6%.
ANZ jumped 5% and local lender Heartland Group - which has Australian reverse mortgage operations - actually lost 4% over the last week.
Before we move to the next stock, I wanted to thank you for leaving me comments and ideas. I don’t want to just talk at the camera. It’s awesome to read your feedback too!
Pushpay - Now we are going to review Pushpay share price which is up by 8% over the last week. The stock climbed as more brokers gave them the thumbs up with upgrades. Pushpay has made some good developments, and churches in the United States are looking to connect with members online and through mobile phones because of the Covid crisis. The number of churches moving to new technology has increased from 45% to 80%.
Research firm Jarden upgraded the stock to ‘outperform’ and hiked its 12-month target price from $7.90 to $9.30.
That's a substantial jump, but still behind Forsyth Barr's, who on September 10 increased their 12-month target from $12 to $13.
2021 will be a remarkable year for Pushpay, with the shift to digital donations accelerating significantly, and its platform becoming indispensable to clients. We now expect to see three years' worth of growth compressed into one, bringing a 55% increase in donation volume and corporate earnings growth of 128%.
What do you do with this company? Do you follow the target prices from brokers? Let me know in the comments below?
Learn other tips at https://www.MaximSherstobitov.NZ/
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IMPORTANT:
- The information does not constitute financial, accounting or legal advice and we cannot be held liable for any acts or omissions that arise from your use.
- Everything on this channel is for educational purposes only. It does not take into account your investment objectives, financial situation and personal needs.
The deepest recession in NZ history. What’s behind it? / NZ Share Market Rises and Falls Over the Last Week/ My 4 Company Losers and 2 Winners ($11,021 Stock Portfolio Update)
✅ TABLE OF CONTENTS ✅
0:00 News Topics.
0:26 The deepest recession in NZ history.
3:12 Heartland Group Stock Update (HGH - NZX)
5:24 Serko Stock Update (SKO - NZX)
5:57 Tourism Holdings Stock Update (THL - NZX)
7:08 Enprise Group Stock Update (ENS - NZX)
8:34 My Public Portfolio Update $11,021
If you look at this chart we must be all in trouble. And I’m talking about WW2 trouble because we have not seen such GDP drop since 1930.
However, something really bizarre is happening. GDP chart is down but the NZX 50 is going up. There is a big disconnect from the real economy and the stock or the property market. One of the main reasons is that the NZ government is handing out a lot of money and RBNZ reduced the Official Cash Rate close to zero.
Since investment earnings are scarce in a recession with zero or negative interest rates, investors are flocking to anything promising capital gains. Equity, real estate or even rare whiskeys are attractive alternatives to watching your money melt away in real terms.
Last week, the Real Estate Institute of New Zealand (REINZ) released its latest property price statistics. In the past year, the median house price increased by 16%.
If you thought there was an economic crisis or a recession going on, it does not show up in insolvency proceedings too. For the six months of March to August, 481 bankruptcy adjudications were sent to the High Court. That was 23% below last year's figure, 40% fewer than in 2018 and 56% below the 2017 numbers.
In New Zealand, a 12% plunge in June quarter gross domestic product (GDP) was the worst result since records began in 1987, but a fall of that magnitude, reflecting the coronavirus lockdown, had been expected.
However, all the padding around this economic crisis makes it look like a boom. Globally, governments have moved trillions of dollars to prop up businesses, subsidise workers, support the unemployed and run shovel-ready projects. Meanwhile, central banks are printing trillions of dollars and lowering interest rates to keep governments financed and businesses afloat.
What do you think will happen when this support is over?
Learn other tips at https://www.MaximSherstobitov.NZ/
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IMPORTANT:
- The information does not constitute financial, accounting or legal advice and we cannot be held liable for any acts or omissions that arise from your use.
- Everything on this channel is for educational purposes only. It does not take into account your investment objectives, financial situation and personal needs.
Top Share Rises and Falls Over the Last Week. My 5 Company Losers and 1 Winner (Stock Portfolio Update). You will learn what's been happening with Briscoes, Cannasouth and others!
✅ TABLE OF CONTENTS ✅
0:00 News Topics.
0:22 Why NZX Stock Market Declined
1:35 Briscoes Stock Update (BGP - NZX)
2:33 Serko Stock Update (SKO - NZX)
4:59 Asset Plus Stock Update (APL - NZX)
5:58 Cannasouth Stock Update (CBD - NZX)
6:32 Sky Network Stock Update (SKT - NZX)
8:33 My Public Portfolio Update $10,685
Let’s talk about Briscoes group. Its share price is up by 4 % after the company posted a first half profit of $28 million.
Revenue was reported at $292 m (-3.5%) after a recessive first half (-35% in sales). It was bolstered by a strong rebound in the second quarter (+28%). Better than expected results happened even though its homeware and sporting goods stores were closed for 50 days during the six months ending July.
Online sales performed especially well; doubling compared to the same period last year. In other words, It grew 100 per cent in that period.
Investors may also have been pleased to see an interim dividend of 9cps, an increase from last year's first half pay-out.
Next is SERKO. The corporate travel management software was one of the biggest movers, which rose 5% after it was announced last Friday that it would be replacing New Zealand Refining's spot in Standard & Poor's NZX 50 index. The rebalance will be effective on September 21 and will have several implications for both stocks.
Investors may like the prospect of increased demand for the stock from passive funds, which may in theory have a positive effect on the stock price. As more money flows into funds and Kiwisaver accounts that invest in the index, new units in the funds must be created, which requires purchase of additional stock in the fund components – in this case, Serko.
I’d be careful because it is another stock that is financially struggling but will be propped up.
Serko has unstable earnings over the last 4 years. It made a loss of $9m in the June 2020 year and was unable to provide a forecast for 2021 given the impact of Covid-19.
Looking forward, with the acquisition of Metlifecare by Asia Pacific Village Group currently proceeding, brokers Forsyth Barr suggested that the most likely replacement on the index would be either Tower or Hallenstein Glasson.
You may take advantage of it!
Now we move to the cannabis stock. This week Cannasouth shares rose 15% after the company gained popularity ahead of the upcoming referendum. (Show 1 month prices) To me it seems like someone is trying to manipulate the stock because it is up by 100 % then down 40% when there were no fundamental changes in the company.
Learn other tips at https://www.MaximSherstobitov.NZ/
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IMPORTANT:
- The information does not constitute financial, accounting or legal advice and we cannot be held liable for any acts or omissions that arise from your use.
- Everything on this channel is for educational purposes only. It does not take into account your investment objectives, financial situation and personal needs.
TABLE OF CONTENTS:
0:00 News Topics.
0:31 August Stock Performance Review
1:39 Why US Stock Market Plunges
2:06 NZX Market Weekly Results
3:31 SkyCity Stock Update (SKC - NZX)
5:16 PushPay Stock Update (PPH - NZX)
6:05 Asset Plus Stock Update (APL - NZX)
6:35 a2 Milk Stock Update (ATM - NZX)
7:11 Abano Healthcare Stock Update (ABA - NZX)
7:57 Air NZ Stock Update (AIR - NZX)
8:22 Vista Group Stock Update (VGL - NZX)
9:16 5 Key Investment Lessons
10:35 My Public Portfolio Update $10,594
The previous month August 2020 recorded big volatility in the stock market. Some shares are up by 100%. Good time to be a trader if you have deep pockets and know how to do it. Otherwise, you lose money so stay away if you don’t have advanced skills.
Now let’s look at what's been happening as of the last week, the American market had the biggest one-day falls since June, caused by profit-taking after weeks of record-setting rises and further concern about the United States-China relations. Nasqaq down by 9% at one point.
Investors moved money out of the tech stocks which could get hit the hardest from potential tariff increases.
Because nearly one third of NZX investors are based overseas, the NZ stock market drop followed a sell-off in the US market, particularly in the tech stocks.
However over the last week, share prices came through better than expected.
It was still an ugly reporting season compared with previous years, but compared to expectations it wasn't too bad.
As always, fund managers were seeking meaningful "outlook" statements as to how companies might do in the year ahead.
For the most part, they came up empty-handed. Not a lot of businesses have got certainty.
NZX 50 is down by 2% over the last week.
Dividends, in these days of ultra-low interest rates, come into sharper focus.
We have seen a lot of companies either reduce, or suspend dividends - companies you would usually see as reliable dividend payers.
Do you think now is a good time to invest in any of the NZ tech stocks or should we stay away? Let me know in the comments below. PushPay and Fisher & Paykel were one of the biggest losers last week.
Learn other tips at https://www.MaximSherstobitov.NZ/
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IMPORTANT:
- The information does not constitute financial, accounting or legal advice and we cannot be held liable for any acts or omissions that arise from your use.
- Everything on this channel is for educational purposes only. It does not take into account your investment objectives, financial situation and personal needs.
The podcast currently has 36 episodes available.