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Friday 11 July 2014

Travel

Just getting organised for a bit of travel, and being away with no access to the market, asking the question, am I happy with the stocks in this portfolio.
Am I confident they will still be in business when I get home, and am I happy not to look at them for month?

Its always hard, but I am happy with all of them, good profitable companies with good management and reasonable prospects.
SEA probably the only one that is s a bit on the risky side.
No gold miners!
(although there is a bit happening in the sector, "if your game", NST had a big couple of days RRL and OGC bottomed and moving up, maybe worth a look.

Northern Star Resourses NST

Ocean Gold OGC

Regis Resources RRL


Who knows, market seems to have some jitters, not a lot of confidence.

But why would you buy some dodgy gold mob, that will be hitting you up for capital raising's,  (speaking from experience read previous blogs)

Why put yourself through the pain and suffering, when you can have a company like CSL, off its recent highs, just keeps going up overtime, so probably a buying opportunity.


CSL

Return on assets20.50%
Return on equity36.30%
Return on investment23.53%
Thinking of travel a couple worth a look.

FLT Flight centre, considerably of its highs, good returns and profits, paid back a lot of debt over the last few years. think I might get a few.

Return on assets13.30%
Return on equity27.12%
Return on investment25.66%

 



CTD, Corporate travel management, recent new high, but excellent profits, I have in another portfolio, so I like them, but and probably going to new highs, I think I should buy some more!


Return on assets12.70%
Return on equity19.24%
Return on investment17.47%



Performance
Code Buy date buy price current Sell Date Sell price  Profit(loss)
EPW 21/05/2014 $1.905 $1.970 3.41%
CRZ 23/05/2014 $10.530 $11.150 5.89%
CCL 26/05/2014 $9.690 $9.400 -2.99%
SEA 26/05/2014 $1.035 $1.220 17.87%
WTF 28/05/2014 $2.420 $3.300 11/07/2014 $3.30 36.36%
REA 28/05/2014 $44.190 $45.000 1.83%
SUL 7/07/2014 $9.160 $9.040 -1.31%
TRS 7/07/2014 $9.660 $9.500 -1.66%
Avg 11.15%
Performance all ords over Period 
All ords  21/05/2014 5403 5474 1.31%





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