Stock Market Movers

Heading into the final inning of 2018 things get a little bit more quiet on the stock market. However, this does not mean that there is nothing to talk about. Restaurant brands was particularly active this week, announcing that they are bringing Taco Bell to New Zealand and at the same time updating the market on their quarterly performance. The biggest news on the week was the update that the Trade me board has entered into a scheme implementation agreement with Apax Partners.

Because the news flow was a bit quiet this week I also give my 2 cents on all of the giant US tech names, Apple, Google, Facebook, Amazon and Microsoft.

Listen in by searching Stock Market Movers on Spotify, Apple or wherever you get your podcasts. If you are looking to get in touch or would like more information go to www.stockmarketmovers.co.nz

Its a special episode of the Stock Market Movers Podcast. It was my pleasure during the week to interview Chris Heaslip the CEO of Pushpay. I would like to thank Chris for taking his time and his team for making it happen.

Pushpay has a market capitalisation approaching NZ$1 billion and trades on the NZX and the ASX under the ticker code PPH.

Pushpay provides a donor management system, including donor tools, finance tools and a custom community app, to the faith sector, non-profit organisations and education providers in the US, Canada, Australia and New Zealand. Their leading solutions simplify engagement, payments and administration, enabling their customers to increase participation and build stronger relationships with their communities.

Chris is the CEO and co-founder of Pushpay. Chris has worked in and for a number of SMEs and corporate organisations to develop effective and efficient systems and optimal accounting treatment. He has previously served as CEO of an accounting and tax consultancy and prior to that as a tax management professional and business adviser at KPMG. Chris was also an investigator at the New Zealand Inland Revenue Department. Chris studied in Auckland but now lives with his family in Seattle.

Listen in by searching Stock Market Movers on Spotify, Apple or wherever you get your podcasts. If you are looking to get in touch or would like more information go to www.stockmarketmovers.co.nz

It was another week of pre-Christmas updates as many NZX companies either provided their interim reports or gave market updates. It was also another week of M&A activity and I focus in on this again, talking about the failure from Tourism Holdings to sell its Kiwi Experience division - the Orion Healthcare board set its price for the share buyback - and yes - I talk about the second bidder entering the race for Trademe.

In the second half of the episode, I turn the attention to the primary and export industries and discuss updates from Scales, Delegat's and Fonterra.

Listen in by searching Stock Market Movers on Spotify, Apple or wherever you get your podcasts. If you are looking to get in touch or would like more information go to www.stockmarketmovers.co.nz

It was a very busy week on the NZX with many companies reporting their interim results as well as other meaningful updates. It meant that I had the content sorted for the podcast by about 8.30 on Monday morning - makes my job easier!. We are going to talk about another record profit from Fisher and Paykel Healthcare, we will discuss Metro Performance Glass for the second week in a row (not for the reasons you want to as a shareholder), Sky TV has finally announced a successor to John Fellet and we will finish off with a newcomer to the podcast - EROAD.

Listen in by searching Stock Market Movers on Spotify, Apple or wherever you get your podcasts. If you are looking to get in touch or would like more information go to www.stockmarketmovers.co.nz

It was a very interesting week on the NZX. Probably the biggest news was the proposed private equity takeover of Trademe. This was an announcement that was out of the blue and caught me by surprise. We also talk a2 Milk this episode and specifically dive into their options regarding capital allocation. The other stock that we talk about is Metro Performance Glass who had in my view a bizarre update during the week and found their shareprice absolutely smashed because of it.

Listen in by searching Stock Market Movers on Spotify, Apple or wherever you get your podcasts. If you are looking to get in touch or would like more information go to www.stockmarketmovers.co.nz

Episode 16 is the episode that I am trying to go through without saying 'um' - spoiler, I do not succeed. In terms of stocks, it is back to basics with a discussion on one of New Zealand's oldest listed companies Sanford and their yearly 'catch'. I talk about one of New Zealand's best run companies, Mainfreight and finally I talk about the Berkshire Hathaway of New Zealand - Infratil.

I also do a shout out at the start of the episode for podcast sponsors. In my view the idea sponsor will be any company that is involved in the financial markets but would also suit many other businesses - maybe you have a construction company or perhaps small hotel or a brand of some sort. Get in touch by emailing me at [email protected]

As always, you can listen by searching Stock Market Movers wherever you get your podcasts.

A couple of weeks ago we made the request for someone to get in touch that had an understanding of Plexure, its business and how they made money. This request for information found its way through the grapevine to CEO Craig Herbison. I caught up with Craig during the week and recorded the conversation for this bonus episode of the Stock Market Movers podcast.

Craigs Bio: Craig is an internationally experienced leader with over 20 years of digital and brand marketing, business transformation, sales and corporate leadership experience. Craig has held Global and local marketing and leadership positions in the UK, Australia and NZ and is a qualified lawyer.

You can listen to the podcast by searching Stock Market Movers wherever you get your podcasts. Find us online at www.stockmarketmovers.co.nz

Another full episode of the podcast. In episode 15 we talk about Trustpower and their update, we talk Spark Sport and shots fired over the bow of Sky TV, we talk Orion Healthcare and yes, we get to the Pushpay update.

Also, keep an ear out for Monday when I release a bonus episode of my conversation with Craig Herbison, the CEO of Plexure.

As always, you can find us by searching Stock Market Movers wherever you get your podcasts

Episode 14 of the Stock Market Movers podcast discussed the interim update by Z Energy and the impacts on the economy. I analyse and discuss Vista Group, what they do and where I see the valuation in the market. The final company we talk about is a micro-cap called Plexure who enjoyed a fantastic update during the week, I dive into that and raise some signs of caution for investors.

The podcast now has a website where you can listen to and follow the podcast, go to www.stockmarketmovers.co.nz - I get asked all the time what books I would recommend for investors so I have put my top 10 favourite investing books on the website. You can read my short review of the book and buy by clicking on the link. This week on the podcast I quickly review "The Essays of Warren Buffett" by Lawrence Cunningham.

You can find the podcast by searching Stock Market Movers wherever you get your podcasts.

In this episode, we only talk about two things, takeovers and IPOs - all of which contrast each other. Firstly the SLI takeover which is your regular takeover where the acquirer is trying to get 90% of the shares outstanding. The second takeover is not your regular cheese and is structured as a complicated buyback of Orion Healthcare shareholders. Then with IPOs we are talking a speculative investment in Cannasouth a medical cannabis company and AMP is looking to float its New Zealand wealth management business.

As always, nothing that I say on the podcast is financial advice, if you are looking for financial advice I recommend that you speak to an authorised financial adviser.

You can listen to the podcast by searching "Stock Market Movers" wherever you get your podcasts.