Forum Archive Index - May 2001

["G Stolwyk" <stolwyk@wave.co.nz>]

 

Reference: " WORK....Inv. results (5) "  of April 3, 2001.

 

1. NZ STOCKS and PRICES ( $ NZ ) :

 

Companies:   BCH   SKC   WAM   AIA   AFF   Tot. ($NZ)

Rec. 4/11/0                                            0.44

Rec:10/12/0   11.90   7.91    4.35    3.05            27.65 (A1)

 

Price now:   12.50  10.10   3.80    3.60   0.31   30.31 (B1)

 

2. AUS. STOCKS and PRICES ($A):

 

Companies            TAB    QBE    CLH    LACO  Tot. ($ NZ)

Rec:  4/11/0(0.7633)                                 2.38     3.12 

Rec:18/11/0(0.7720)                      1.73                2.24

Rec:10/12/0(0.7816) 3.48    9.36                          16.43

                                                                         21.79(A2)

 

Price now:(0.8077) 3.05   10.60     4.71     3.30   26.81(B2)

 

3. CALCULATION OF VALUES:

 

BOUGHT ( A1 + A2 ) :                   $ NZ  49.44      

 

TODAY'S  VALUE ( B1 + B2 ) :      $ NZ  57.12 + $0.20 #  

# See item 4

 

INCREASE ( $NZ ) :  15.9 % since Dec 5, 2000.

 

Notes: Mean weighted date of investment: Dec 5,2000(ev) as per post of Jan.22, 2001. Re AFF: The recommendation was cancelled after the Annual meeting.

 

4. Dividends of NZ 47 cents and AUS 25 cents were received.  After allowing for brokerage and stamp duty on the shares bought, NZ 20 cents are left. 

 

Gerry