Category Archives: Managed Account Investment Notifications
Investment Notifications
Managed Accounts Purchasde of BHP and WPL
Posted on June 15, 2011 by williamshaw
Last Friday a purchase was made in BHP shares and yesterday a purchase in Woodside Petroleum for 15% of the portfolio each. Both stocks were re-buys of previously held investments, each 10% or more below our last sale prices. Continue reading »
Posted in Managed Account Investment Notifications, Managed Account Investment Notifications, Managed Discretionary Accounts, Managed Funds, Share Trading Recommendations, Share Trading Recommendations, Trading Updates
Tagged BHP, Buy Shares, Buying Shares, Managed Accounts, Managed Discretionary Accounts, Managed Funds, managed investments, Share Trading Recommendations, Stock Brokers
Managed Discretionary Accounts – Purchase of AMP
Posted on June 8, 2011 by williamshaw
Yesterday afternoon we purchased AMP shares to the value of 15% of the portfolio at $4.97 per share. The purchase brings the portfolio to around 50% invested, and provides us with ample buying power should the market continue to be weak. Continue reading »
Posted in Managed Account Investment Notifications, Managed Account Investment Notifications, Managed Discretionary Accounts, Managed Funds, Share Trading Recommendations, Share Trading Recommendations
Tagged Buy Shares, Buying Shares, Managed Accounts, Managed Discretionary Accounts, Managed Funds, Share Trading Recommendations, Stock Broking, stockbrokers, Stockbroking
Managed Discretionary Accounts – Purchase of WBC and Market Update
Posted on May 7, 2011 by williamshaw
On Friday we made a purchase in Westpac Bank, which is paying a fully franked dividend in three weeks’ time. WBC reported a solid cash profit increase of 7% on the 4th of May, backed up by a dividend increase of 17% to 74c per share. This leaves WBC trading on a PE of 11.5 times. From our previous sell level, we have purchased WBC 50c cheaper and we expect to be holding the stock through the dividend period. Continue reading »
Posted in Managed Account Investment Notifications, Managed Account Investment Notifications, Managed Discretionary Accounts, Managed Funds, Share Trading Recommendations, Share Trading Recommendations, Trading Updates
Tagged Buy Shares, Buying Shares, Managed Accounts, Managed Discretionary Accounts, Managed Funds, managed investments, Managed Share Investments, Share Trading Recommendations, Stock Brokers, Stock Broking, Stockbroking
Managed Discretionary Accounts – Sale of ANZ
Posted on April 14, 2011 by williamshaw
Yesterday we sold our position in ANZ bank at $24.30, a 7.67% gross gain on the position for the managed discretionary accounts in 6 weeks, which has added 1.1% to the value of the portfolio overall. Continue reading »
Posted in Managed Account Investment Notifications, Managed Account Investment Notifications, Managed Discretionary Accounts, Managed Funds, Share Trading Recommendations, Share Trading Recommendations
Tagged Managed Accounts, Managed Funds, managed investments, Managed Share Investments, sell shares, Share Trading Recommendations
Managed Discretionary Accounts – Sale of BHP
Posted on April 12, 2011 by williamshaw
Yesterday we sold our managed accounts holding in BHP after a Woodside announcement that effectively ended speculation that BHP was ‘eyeing’ it for a takeover. Once that announcement was made, BHP saw some very aggressive short covering, which sent the share price near all-time highs, and peaking at $49.81. Our sale price at $49.51 represents an 11.9% gross gain in just four weeks and added 1.9% to the value of the overall portfolio. Continue reading »
Posted in Managed Account Investment Notifications, Managed Account Investment Notifications, Managed Discretionary Accounts, Managed Funds, Share Trading Recommendations, Share Trading Recommendations
Tagged Managed Accounts, Managed Funds, managed investments, Managed Share Investments, sell shares, Share Trading Recommendations, Stock Broker, WPL
Managed Discretionary Accounts – Sale of Westpac (WBC)
Posted on April 1, 2011 by williamshaw
Yesterday we sold our position in WBC for the managed discretionary accounts to reduce our exposure to the market overall. We chose WBC for a sale because the share price is gathering near previous highs at $24.50 and is the most vulnerable to a pullback should the whole market experience some weakness after quarter’s end. Continue reading »
Managed Accounts – Purchase of ANZ
Posted on March 16, 2011 by williamshaw
Wednesday’s purchase of ANZ came a few weeks after the quarterly report shed light on the quality of the underlying business. The company is seven weeks away from going ex-dividend, which if paid while we are holding will further reduce our effective entry into the stock to well under $22.00 per share. Continue reading »
Posted in Managed Account Investment Notifications, Managed Account Investment Notifications, Managed Discretionary Accounts, Managed Funds, Share Trading Recommendations, Share Trading Recommendations
Tagged Buy Shares, Buying Shares, Managed Accounts, Managed Discretionary Accounts, Managed Funds, managed investments, Managed Share Investments, Stock Brokers, Stock Broking, Stockbroking
Managed Discretionary Accounts Purchase of PDN (Paladin Energy)
Posted on March 14, 2011 by williamshaw
In times of extreme volatility, first and foremost we want to maintain a clear vision of what the volatility means for the underlying market. We also make judgements on whether the volatility is justified in either direction, or likely to be reactionary and short term. Today, we have made a judgement on the scale and cost to various sectors of our market Continue reading »
Managed Discretionary Accounts – Purchase of Westpac (WBC)
Posted on March 7, 2011 by williamshaw
Tuesday last week we purchased Westpac shares for the managed discreationary accounts after the stock fell sharply from our sale price of $24.29 to $23. We paid $23.27, around $1.00 lower than the sale two weeks ago. Continue reading »
Posted in Managed Account Investment Notifications, Managed Account Investment Notifications, Managed Discretionary Accounts, Managed Funds, Share Trading Recommendations, Share Trading Recommendations
Tagged Buy Shares, Managed Accounts, Managed Funds, Managed Share Investments, Share Trading Recommendations
Managed Discrestionary Accounts – Sale of Bluescope Steel (BSL)
Posted on February 23, 2011 by williamshaw
On Monday we made the decision to sell our position in Bluescope Steel at $2.27, at a profit of just over 4%. The move was prompted by a lower-than-expected 1H net loss of $55M against an expected loss of $30M. Further, the company has forecasted a break-even second half which effectively bundled in a downgrade with the results announcement. Continue reading »
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