From our latest newsletter
Take the yield when gains are absent (MIR680)
This newsletter generally focuses on
growth-oriented shares because they tend to produce better returns over time
and the gains are more tax efficient – at least in NZ where there is no capital
gains tax ...
Ryman heads higher (MIR680)
Retirement village company developer and
operator Ryman Healthcare (NZ: RYM) reported a profit of $84m before
revaluations for the year to March, up 17% on the previous year. Valuation
gains took the pro ...
Some fizz in CCL (MIR680)
Beverage
company Coca-Cola Amatil (AU: CCL) has forecast underlying profit in its first
half to June will be 4% - 5% higher than the same period last year.
...
Briscoe bonus (MIR680)
Housewares
retailer Briscoe Group (NZ: BGR) has announced a special dividend of 10c a
share. This follows its report of a 6.5% gain in first-quarter sales to
$102.5m, although it warned of a flat sales resul ...
Toll Holdings (TOL) (MIR680)
The logistics company (AU: TOL) has
indicated that gross profit (EBIT) before one-off items could fall to $400m - $420m
for the year to June, compared with $436m last year.
It is also reviewing the fut ...
MIR Report
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Take the yield when gains are absent (MIR680)
This newsletter generally focuses on
growth-oriented shares because they tend to produce better returns over time
and the gains are mo ...
From hard to soft: Opus and Newcrest (MIR 679)
Having scale can bring plenty of benefits
for companies and having scale internationally offers even more. Engineering consultancy ...
Special Report: The wheels will fall off the super cycle (MIR678)
Occasionally I will change the format of the newsletter to go into more depth on a particularly significant topic. This week I have decided to re ...
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| Announcements & Recommendations | |
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Ryman heads higher (MIR680)
Retirement village company developer and
operator Ryman Healthcare (NZ: RYM) reported a profit of $84m before
revaluations for the yea ...
Some fizz in CCL (MIR680)
Beverage
company Coca-Cola Amatil (AU: CCL) has forecast underlying profit in its first
half to June will be 4% - 5% higher than the same ...
Briscoe bonus (MIR680)
Housewares
retailer Briscoe Group (NZ: BGR) has announced a special dividend of 10c a
share. This follows its report of a 6.5% gain in fir ...
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| Share of the Week | |
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Toll Holdings (TOL) (MIR680)
The logistics company (AU: TOL) has
indicated that gross profit (EBIT) before one-off items could fall to $400m - $420m
for the year t ...
Guinness Peat Group (GPG) (MIR679)
The New Zealand Shareholders Association,
of which I recently became a member, is encouraging shareholders to vote
against the re-elec ...
Trademe (TME) (MIR678)
When the company (listed on both the NZX
and ASX with the code TME) released its prospectus in November, I felt the
shares were fully ...
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