Stock Market Movers

A very jam-packed episode today. I talk about shareclubs, how they work and the pros and cons. We keep updated with the latest on the Fletcher Building and Steel & Tube saga, FBU walked away from the deal this week but is there more to come? Restaurant Brands, a market darling that we have not talked about on the show has received a partial takeover attempt for 75% of the shares, what is going on there? Michael Hill Jeweller is down big for the week as same-store sales numbers took a big dive. We get stuck into an overseas stock, namely Netflix and how it has been affecting a New Zealand company, namely Sky TV

We have a full episode this week and we start of with a discussion on the recent pullback in the market indexes and what it means for your stock portfolio. I then get stuck in with my views on the recent activist activity by investors on the NZX. We get onto my pet hate on the NZX which is dividend reinvestment plans that are so popular among companies at the moment and finally we discuss Pushpay as we look forward to their interim results. Remember, I have 99 problems but margin ain't one.

It is a huge 10th episode of the Stock Market Movers podcast. We finish off our discussion of retail stocks last week with a quick analysis of Hallensteins and Michael Hill Jeweller. Then we pivot for a quick discussion of New Zealand King Salmon. We follow with the meat of the show with a frank discussion about electricity and petrol prices. Leaving the best to last we have a detailed look at the news around Fletcher Buildings attempt at a takeover to Steel & Tube.

So a huge episode, you can listen on Spotify, Apple or wherever you get your podcasts by searching "Stock Market Movers"

Episode of two halves today. First I provide some warning against investing in the Marijuana industry and talk briefly about 3 companies. Namely, Canopy Growth, Aurora Cannabis and Tilray. In the second half, we dive into the big NZX retail names that have recently updated the market. Here we focus on The Warehouse, Briscoe's and Kathmandu.

This week on the Stock Market Movers podcast we focus on the two current takeover situations on the NZX - Tegel Chicken and Tilt Renewables. This is an interesting episode because we are joined by Hamesh Sharma from Australasian Trading Management - the first guest that we have had on the show. We dive a bit deeper into the history of the takeover offers and analyse the response of the various boards as well as the likely outcomes.

The 7th episode of the Stock Market Movers podcast steps away from stocks for a bit and talks about one of the newest financial instruments - cryptocurrencies. Jeremy defines what cryptocurrencies are and provides his own views on value as well as discussions on how to interpret the 'assets' in comparison to other financial products such as stocks.

Episode 6: In this weeks episode we have a tourism and travel theme as I dive into the recent full year updates from Air New Zealand and Auckland Airport. I also get into a listener question about portfolio rebalancing and some strategies for position management.

Episode 5: "When they take people out to the cemetery they are taking newspaper readers and when people graduate from school they are not gaining readers", Warren Buffett. In this episode, we discuss disruption and how it relates to three bedrock companies of the NZX. Namely, NZME, Sky Television and Z Energy

Big 4th episode. Huge week of earnings to discuss including a2 Milk, Mercury Energy, Comvita, Fletcher Building and Spark. We also have a discussion on what to do as a new investor talking specifically about how to get started and providing some recommended reading. We discuss the principles of diversification, stock buybacks and capital expenditures.

Big week in the markets, we had it all from takeovers and IPOs with everything in-between. With all this happening we do find the time to talk about Summerset, Ryman and the retirement sector. We discuss Contact Energy and the liberal use of EBITDA. We dive into Skellerup and the question of market leadership and we wrap things up with a discussion of the NZX & IPOs.