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Summary of all Market Analysis Prior Share Recommendations

This Summary prepared: January 2016

As "Market Analysis" has been published since 1981, this Summary is split by decades -
1981 to 1989 (this page):
80 recommendations showing an average Gain of +86.7% over an average of 2.5 years = 34.5% per annum.
1990 to 1999:
54 recommendations showing an average Gain of +254.2% over an average of 7.3 years = 35.0% per
2000 to 2009:
51 recommendations showing an average Gain of +244.0% over an average of 7.2 years = 34.0% per annum.
2010 to present:
15 recommendations showing an average Gain of -7.5% over an average of 3.1 years = -2.4% per annum.
Total from 1981 to the present:
200 recommendations showing an average Gain of +165.0% over an average of 5.0 years = 32.8% per annum.

Share Recommendations
  Buy Recommendation Sell Recommendation Dividends Recent %
Company Date Price Date Price Rec'd Price Gain
1981
Building up a Portfolio required 20 recommendations in 1981. Nearly all were profitable and many increased several fold in value over the next few years! A great start!  The annualised rate of gain in our portfolio was +39.8%.
Brierley Investments Ltd 24-03-81 103* 24-01-84 445 10.6   +342
Chenery Holdings 24-03-81 267* 09-02-82 278 Nil   +4
E. Lichtenstein & Co Ltd 24-03-81 244* 09-03-82 355 5.5   +48
Progessive Enterprises 24-03-81 200* 11-08-81 190 3.3   -3
Alliance Textiles Limited 07-04-81 93* 19-04-83 113 23.1   +46
Kupe Group Limited 07-04-81 29* 08-09-92 6 19.6   -12
Neil Holdings Limited 07-04-81 69 04-05-82 82 1.5   +21
Motor Holdings Limited 07-04-81 164 04-05-82 133 15.0   -10
Autocrat Sanyo Holdings 21-04-81 205* 04-06-85 225 63.1   +41
Fletcher Challenge Ltd 21-04-81 187* 15-11-85 282 54.6   +80
PDL Holdings Limited 05-05-81 99* 12-09-85 260 32.1   +195
Tolley Holdings Limited 05-05-81 158* 04-06-85 280 116.0   +151
Cable Price Downer Ltd 19-05-81 285* 01-11-83 362 52.0   +45
Hawkins Holdings 19-05-81 95* 09-03-82 117 6.2   +30
Cory-Wright & Salmon 02-06-81 210 07-09-82 200 19.0   +4
New Zealand Oil & Gas 30-06-81 50 23-09-86 59 Nil   +18
Visionhire Holdings Ltd 30-06-81 125 15-11-85 135 37.3   +38
Fisher & Paykel Ind Ltd 11-08-81 279* 20-03-84 765 54.3   +194
ANZ Banking Group (NZ) 25-08-81 120* 20-03-84 355 18.4   +211
Lane Walker Rudkin Indust 17-11-81 77* 01-11-83 218 16.2   +204
 
1982
Poor performers from 1981 were weeded out and replaced with several new profitable investments.  Overall our portfolio slips -15.2%.
NZ Forest Products 09-02-82 351 16-11-82 266 13.0   -21
Steel & Tube Holdings 09-02-82 130* 04-06-85 260 24.5   +119
Freightways Holdings Ltd 09-03-82 92* 07-05-85 170 21.0   +108
Mair & Company Limited 09-03-82 355 16-11-82 280 12.5   -18
Command Services Corp 01-06-82 231* 10-02-87 360 69.4   +86
Colyer Watson Holdings 15-06-82 135 16-11-82 120 6.5   -6
Allflex Holdings Limited 07-09-82 129* 04-06-85 345 19.3   +182
 
1983
Existing shares soared in value - and we identified a few good new investments!  Our NZ portfolio more than doubles, up +109.3%.
Independent Newspapers 08-03-83 100* 12-09-85 335 29.8   +265
Jedi Corporation Limited 22-03-83 18* 04-06-85 63 3.4   +269
Endeavour Services Corp. 19-04-83 110* 14-09-85 135 19.3   +40
Newmans Group Limited 19-04-83 135* 04-06-85 278 24.6   +124
Prime-West Corporation 28-06-83 18* 07-10-86 25 Nil   +39
Spectrum Resources Ltd 28-06-83 26 15-11-85 40 Nil   +54
Genestock New Zealand 06-09-83 50 10-03-87 45 Nil   -10
Motor Holdings Limited 01-11-83 101* 04-06-85 170 13.8   +82
 
1984
Steady gains in flat market, with our portfolio rising +17.7% in value.
Wilson Neill Limited 24-01-84 102* 30-07-85 210 15.4   +121
A M Bisley & Company Ltd 17-04-84 170 15-11-85 190 26.0   +27
Ivon Watkins-Dow Limited 17-04-84 304* 15-10-85 435 27.0   +52
Leveraged Investment Corp 08-05-84 44* 07-10-86 20 Nil   -55
Marac Holdings Limited 27-11-84 245 17-12-85 260 18.3   +14
 
1985
No new local recommendations were made in 1985 as we (1) built a small cash reserve and (2) found better value in International investments (following the removal of foreign exchange controls.)  Our NZ portfolio gains +8.6%.
 
1986
The NZ stockmarket boomed in 1986 offering many attractive investments. We avoided many Investment and Property shares but found many under-valued situations yielding significant short term gains (i.e. Radio Otago, XS Corporation, McConnell Dowell, Taylors) and one outstanding long term gain (i.e. NZ Refining).  Our portfolio soars in value, up +91.9%.
The Big Apple Limited 14-01-86 62 07-10-86 53 1.0   -13
Feltex New Zealand Ltd 11-03-86 308 22-07-86 315 5.0   +4
Allegra Corporation Ltd 25-03-86 76* 13-03-90 18 9.7   -64
Invesco Group Limited 25-03-86 53 12-04-88 2 3.5   -90
Arahi Properties Limited 29-04-86 30* 13-08-91 10 1.5   -62
Montana Wines Limited 13-05-86 162 24-02-87 280 7.0   +77
Radio Otago Limited 13-05-86 83* 22-09-87 425 5.6   +419
Strategic Capital Limited 27-05-86 95 08-09-87 100 5.0   +11
Waste Management NZ 10-06-86 250 02-12-86 325 Nil   +30
McConnell Dowell Corp 24-06-86 126* 18-11-86 280 4.5   +126
XS Corporation Limited 24-06-86 75* 17-11-87 190 6.0   +161
Charter Corporation Ltd 22-07-86 85* 08-03-88 0 6.7   -92
Taylors Group Limited 22-07-86 216* 17-11-87 405 12.3   +93
McKechnie Pacific Ltd 07-10-86 175* 13-12-88 320 17.3   +93
NZ Refining Company** 07-10-86 120 12-06-96 2575 1541.0   +3,330
Australis Int'l (1) 21-10-86 50 10-05-88 24 Nil   -52
Investment Finance Corp 21-10-86 133* 07-06-88 3 7.0   -92
Alcan New Zealand 04-11-86 150 12-05-87 180 10.0   +27
Cons Metal Industries 18-11-86 125 07-07-87 175 5.0   +44
National Pacific Corp. 18-11-86 100 17-11-87 65 2.5   -33
Baillie Farmers Motors 02-12-86 140 25-08-87 230 5.0   +68
Strada Holdings Limited 02-12-86 165 01-11-88 13 Nil   -92
 
1987
We cashed in some significant gains (from previous year's recommendations) and built up a small cash reserve prior to the October 1987 crash. Under-valued U-Bix - bought immediately prior to the crash - ultimately tripled in value. Post-crash bargain hunting in Chase Corporation was a mistake.  Our NZ shares fall -25.5% during 1987.
East Coast Gas Supply 10-03-87 95 09-06-87 135 Nil   +42
Environ Corporation Ltd 07-04-87 50 20-09-88 20 Nil   -60
Ajax McPhersons Ltd 25-08-87 185 10-05-88 190 13.0   +10
U-Bix Business Machines 06-10-87 58* 14-05-96 110 66.1   +204
Pan Austral Corporation 03-11-87 52 15-05-90 9 Nil   -83
Chase Corporation Ltd 15-12-87 95 15-05-90 0 4.0   -96
 
1988
Bargain hunting in asset-rich Firestone was (eventually) well rewarded, but depressed Equiticorp shares just kept falling to become worthless.  During 1988 our portfolio falls -23.9%.
Firestone New Zealand 12-04-88 220 09-02-94 650 37.5   +213
Jarden Morgan Limited 07-06-88 73 13-08-91 38 7.0   -38
Equiticorp International 20-09-88 45 09-05-89 0 2.6   -94
Carter Holt 1991 options 15-11-88 35 11-09-90 41 Nil   +17
BNZ Finance Limited 13-12-88 145 09-01-96 197 54.0   +73
Fay Richwhite & Coy 13-12-88 127* 12-04-94 80 32.4   -11
 
1989
More bargain hunting in post-crash depressed shares proved unsuccessful as the NZ economy failed to recover. But NZ Refining shares have tripled over the last three years and International investments have also recovered strongly from the '87 crash.  Our NZ share portfolio falls -17.7%.
Richmond Smart Corp 10-01-89 14 07-03-89 1 Nil   -93
Mair Astley Holdings Ltd 07-02-89 184* 16-04-96 84 21.4   -43
Mineral Resources Ltd 22-08-89 50 11-05-93 72 17.0   +78
Bancorp Holdings 19-09-89 85 10-04-90 40 2.0   -51
London Pacific Limited 19-09-89 18 13-08-91 0 1.0   -94
Baycorp Holdings Ltd 14-11-89 60 09-06-92 29 Nil   -52
* Recommendation Prices Adjusted for Splits, Bonus and Cash Issues.
** NZ Refining's dividends include special dividends of $7.50.

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