Managed Discrestionary Accounts – Sale of Bluescope Steel (BSL)

Posted on February 23, 2011 by

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 »

Posted in Managed Account Investment Notifications, Managed Account Investment Notifications, Managed Discretionary Accounts, Managed Funds

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Managed Discretionary Accounts – Purchase of AIO

Posted on January 12, 2011 by

Today a purchase has been made in Asciano (AIO) shares for 15% of the portfolio at $1.525 per share. AIO is Australia’s largest port and rail operator with operations that include Pacific National and Patricks container terminal business. Continue reading »

Posted in Managed Account Investment Notifications, Managed Discretionary Accounts, Managed Funds, Share Trading Recommendations

Tagged Buy Shares, Managed Accounts, Managed Discretionary Accounts, Managed Funds, managed investments, Share Trading Recommendations

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Managed Accounts Investment Notification – Purchase of AMP

Posted on November 22, 2010 by

Good afternoon, On Friday afternoon we purchased AMP to the value of 15% of the portfolio, at $5.11 per share for the Managed Discretionary Accounts. AMP is a changing story – the renewed bid for AXA Asia Pacific changes the … Continue reading »

Posted in Managed Account Investment Notifications, Managed Funds, Share Trading Recommendations

Tagged Buy Shares, Buying Shares, Managed Accounts, Managed Discretionary Accounts, Managed Funds, Share Trading Recommendations, Stock Brokers

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Managed Discretionary Accounts – Purchase of BSL and Market Update

Posted on October 14, 2010 by

I’m sure any of you who have read the newspaper lately have read about the impending second round of Quantative easing (QE2) from the US Federal Reserve, which the market would have you believe will happen any day. It would seem that ‘the market’ also believes that this will be catalyst for the next leg up in equities. As a result equities have been very buoyant in anticipation of QE2, even in the face of poor-ish jobs numbers in the US. Continue reading »

Posted in Managed Account Investment Notifications, Managed Account Investment Notifications, Managed Funds, Share Trading Recommendations, Trading Updates

Tagged Buy Shares, Buying Shares, Managed Accounts, Managed Discretionary Accounts, Managed Funds, Share Trading Recommendations, Stock Broker, Stock Brokers, stockbroker

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Managed Discretionary Accounts – Sale of BHP and Purchase of WBC

Posted on October 11, 2010 by

With approximately 16% of the account in BHP, the investment returned (including dividend) a gross profit of $3.50 or a 1.48% gain on the overall portfolio in six weeks. BHP had run back up to near highs since the purchase date in the face of a rising Australian Dollar and the continued uncertainty around their bid for Potash of Saskatchewan. Overall BHP reached our target profit of 10% and as it was nearing the top of its current trading range we decided it was a good idea to take the profit. Continue reading »

Posted in Managed Account Investment Notifications, Share Trading Recommendations

Tagged Buy Shares, Managed Accounts, Managed Discretionary Accounts, Managed Funds, Managed Share Investments, Share Trading Recommendations, Stock Brokers

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