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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:
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 (this page):
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
2010
Our portfolio gains just 4.2% for the year - at least outperforming the market.  We bought Ammtec for long term growth in January, but it was taken over by Campbell Brothers, realising a 73% gain.  Finbar Group and CSG were bought for growth and Nomad Building Solutions as a recovery situation.
~Ammtec Ltd 11-01-10 257 13-11-06 418 27.5   +73
~Finbar Group 12-04-10 106     57.5 97 +46
~Onterran (Nomad Buildings) 16-08-10 103*     Nil 37 -64
~CSG Ltd 11-10-10 175     64.0 83 -16
 
2011
Our portfolio dips 6.5% in value.  Markets remain volatile.  We buy Customers (as an undervalued situation - but it is taken over a year later), Novarise for growth and Penrice Soda as a high risk recovery situation.     
~Customers Ltd  11-07-11 83  16-07-12 127 4.0   +58
~Novarise Renewable 14-03-11 25     Nil 16 -36
~Penrice Soda 11-07-11 17 12-05-14 Nil Nil   -100
               
2012
The markets remain volatile - with a big dip in the June quarter - but ends the year ahead.  Many of our shares are volatile, with a mix of gains and losses for the year, but overall the portfolio manages a very good 24.2% gain.
~Brickworks Ltd 12-11-12 1115     158.5 1317 +32
               
2013
For the year, TFS Corporation is up 199% and Prophecy up 127%, lifting our portfolio to an excellent 21.5% gain.
~Ausenco Ltd 10-06-13 191* 05-09-16 40 1.8   -78
~AtCor Medical 11-11-13 15     Nil 7 -55
               
2014
The portfolio dips 9.8%.
~Axxxxxxxxxx 12-05-14 99     14.0 32 -54
~Mxxxxxxxxxx 10-11-14 44     Nil 38 -14
               
2015
The ASX index fell -8.4% but our portfolio rose +29.5%.  Technology One and Prophecy International became 10-baggers in November 2015 (but Prophecy fell back slightly at year end).   Prophecy ended up +278.8% for the year, Opthea (Circadian) up +212.9% and Ellex Medical up +172.7%.  We made no new buys or sells (except Chandler Macleod was taken over) as we are happy with the portfolio, so why change it?
               
2016
Our portfolio rises +14.9%, the ASX +14.6%.  M2 Telecommunications merges with Vocus Communications in January and in August we sell to realise a 47-fold gain over 10 years.
~Mxxxxxxxxxx 07-11-16 1041     Nil 1107 +6
~Oxxxxxxxxxx 14-03-16 522     6 890 +72
~Rxxxxxxxxxx 08-08-16 141     2 161 +16
               
 
 
* Recommendation Prices Adjusted for Splits, Bonus and Cash Issues.

1997-2011 Securities Research Company Limited.