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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 +257.2% over an average of 7.4 years = 34.8% per
2000 to 2009:
51 recommendations showing an average Gain of +245.5% over an average of 7.5 years = 32.6% per annum.
2010 to present (this page):
18 recommendations showing an average Gain of +10.9% over an average of 3.1 years = 3.3% per annum.
Total from 1981 to the present:
203 recommendations showing an average Gain of +165.2% over an average of 5.1 years = 32.1% 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     65.5 100 +46
~Onterran (Nomad Buildings) 16-08-10 103*     Nil 32 -69
~CSG Ltd 11-10-10 175     64.0 50 -35
 
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     209.5 1404 +45
               
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 4 -75
               
2014
The portfolio dips 9.8%.
~Acrux Ltd 12-05-14 99     14.0 17 -69
~Mt Gibson Iron 10-11-14 44     2.0 43 +2
               
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.
~McMillan Shakespeare 07-11-16 1041     66.0 1652 +65
~OZ Minerals 14-03-16 522     26 892 +76
~Reckon Limited (+1/3 GETB) 08-08-16 141     5 158 +30
               
2017
Our portfolio rises just +5.5%. 
~Cxxxxx Xxxxxxx 13-03-17 50       59 +17
~Fxxxxxxxx Xxxxxxx 07-07-17 14       19 +32
~SxxxxxCxxx 13-11-17 740       720 -3
 
 
* Recommendation Prices Adjusted for Splits, Bonus and Cash Issues.

1997-2011 Securities Research Company Limited.