Tipping Competition for Full CY 2017

[PZ99]

3 Dumps in a month tipped old PZ over a cliff. That humble pie tastes yuk I tells ya

 

[pinkboy]

EOM July 2017 update: The XAO stayed about the same as last month (+1.0% YTD)

NEW LEADER: systematic +24%

2nd: Acetrade +18.5%
3rd: mcgrath111 +13.5%

Biggest gains this month: systematic +15%, Mr BHP +10% (Garpal Gumnut)

Competitors with 5/5 positive: pinkboy

# of competitors > XAO (out of 39): 10 (26%)

View attachment 72091

Boring LICs.....just chugging along with compounding growth!

pinkboy

 

[peter2]

@So_Cynical I was unaware of the details of the merger [TCH shareholders receive 0.64*APT]
As you suggest, all I need to do is include the prices of APT. Is this OK?

It might be more accurate if I adjust the final price of TCH to 0.64 * Open price of APT = 1.728
This way you get the full benefit as an existing shareholder in the opening price of APT.


I'll use the second calculation unless you have another suggestion.

 

[peter2]

@mcgrath111 SRF has been replaced by MYX on today's open.

As SRF has lost 61% since the start your MYX adjusted start price also shows this -61%.
ie. MYX must increase by 156% before this parcel shows a profit.

@rcm617 SMX has been replaced by CNW.

SMX has gained +35% since the start and you've elected to "let it ride" on CNW rather than bank the profits. Today's CNW opening price will be adjusted to show this 35% gain in the table.

It's easier for me to do the replacements asap rather than all at the EOM.

Good luck to all.

 

[So_Cynical]

@So_Cynical I was unaware of the details of the merger [TCH shareholders receive 0.64*APT]
As you suggest, all I need to do is include the prices of APT. Is this OK?
View attachment 72097
It might be more accurate if I adjust the final price of TCH to 0.64 * Open price of APT = 1.728
This way you get the full benefit as an existing shareholder in the opening price of APT.
View attachment 72098

I'll use the second calculation unless you have another suggestion.

2nd option sounds good to me, thank you.

 

[skc]

@So_Cynical I was unaware of the details of the merger [TCH shareholders receive 0.64*APT]
As you suggest, all I need to do is include the prices of APT. Is this OK?
View attachment 72097
It might be more accurate if I adjust the final price of TCH to 0.64 * Open price of APT = 1.728
This way you get the full benefit as an existing shareholder in the opening price of APT.
View attachment 72098

I'll use the second calculation unless you have another suggestion.

I think the correct and simple treatment is to adjust his entry price for APT to what he paid for the TCH adjusted for the merger ratio. So in essence he paid $1.71 (=$1.095 / 0.64) for his APT share.

It makes a difference because the accounting for this competition is based on percentages. If you put APT and TCH down as 2 separate entries, the sum of the percentage change of these two positions is less than the actual percentage change of So_C's position.

 

[So_Cynical]

I think the correct and simple treatment is to adjust his entry price for APT to what he paid for the TCH adjusted for the merger ratio. So in essence he paid $1.71 (=$1.095 / 0.64) for his APT share.

It makes a difference because the accounting for this competition is based on percentages. If you put APT and TCH down as 2 separate entries, the sum of the percentage change of these two positions is less than the actual percentage change of So_C's position.

Ok i thought that would be the case, the above fix sounds good, especially in this case as its not a straight up T/O, i wasn't sure how to figure out the correct entry price.

 

[peter2]

EOM August 2017 update: The XAO stayed about the same as last month (+1.0% YTD)

LEADER: systematic +30%

2nd: Acetrade +28%
3rd: robusta +12%

Biggest gains this month: Parse +16% (DCC), explod +14% (gold), Omegatrader +11% (NWH)

Competitors with 5/5 positive: pinkboy

# of competitors > XAO (out of 39): 13 (33%)

 

[peter2]

EOM September 2017 update: The XAO dropped a little but hasn't moved since Jan (+0.5% YTD).

There was a bit of shuffling in the pack and the top six are compressing.

LEADER: systematic +29%

2nd: Acetrade +18%
3rd: robusta +16%

Biggest gains this month: nioka +21% (BUL)

Competitors with 5/5 positive: pinkboy

# of competitors > XAO (out of 39): 14 (36%)

 

[peter2]

EOM October 2017 update: The XAO gained 4% in October(+4.5% YTD).

The top four are very compressed. Two months to go.

LEADER: systematic +35%

2nd: nioka +34%
3rd: mcgrath111 +33%
4th: robusta +32%

Biggest gains this month:
nioka +20% (BUL), mcgrath111 +20% (A2M), Parse +20%(DCC), robusta +16%(all 5 gained)

Competitors with 5/5 positive: pinkboy

# of competitors > XAO (out of 39): 16 (41%)

 

[systematic]

peter2,

This is one for next year (posting now so I don't have to remember).

In November's issue of Money Magazine, Martin Roth (author of, 'Top Stocks') provides 5 of his picks for 2018 from his upcoming, 'Top Stocks 2018' book. So, like with the Skaffold selections, we can add these to the 2018 comp. His picks from his Top Stocks 2018 and provided to Money Magazine, are:

BPT Beach Energy
EVN Evolution Mining
TGR Tassal Group
NHF NIB Holdings
TNE Technology One

 

[verce]

This one is also for next year as well (2018 is gonna be huge for growth with energy prices skyrocketing!)

VIV has some exciting clients including Coca Cola and Woolworths.

Mkt cap ~$18 million
Orders received to date for delivery in the 2017/2018 financial year now total $4.3 million

Collaboration with CSIRO for the design and development of energy efficient light
[ Source: https://www.csiro.au/en/Research/MF...onment/Coatings-and-surfaces/Fast-and-Furious ]

https://twitter.com/EECouncil/status/926237613706620929

 

[tech/a]

Ha
If I’d have kept BIG from the start ,23c
Would have given this a shake!!

It is what it is!!

 

[peter2]

So glad you brought that up tech/a. I'd noticed and even did a little mock-up for you.
BIG has gone higher this month.

 

[tech/a]

Thanks mate
Wasn’t allowed to te enter!
But the. Again I could have in June I think? I seem to remember a rule
Not on my game!!

As I’ve always said
You only need to get it really right once in life
This wasn’t one of mine!!

 

[systematic]

Woah! Ten-bagger, tech/a! Well done, regardless!
So hope you had this one in 'real life!'

 

[tech/a]

Some of it not all of it
About half of sitting in there

 

[peter2]

After the bullish market rally I'm sure you'll be expecting lots of changes. You're right. The leader changed four times as I was going down the list. A few micro-cap stocks have surged and produced large percentage gains in Nov.

Our esteemed member and long time leader has dropped out of the placings even after increasing his/her % gain.

I'm going to leave you in suspense while I research the ASX news to find out what happened to one stock that's changed it name and it looks like there's been a reconstruction as well.

 

[peter2]

EOM November 2017 update: The XAO gained 1.4% in Nov(+5.9% YTD).

New leader!

LEADER: PZ99 +108%
2nd: Parse +63%
3rd: Acetrade +56%
4th: nioka +52%

Biggest gains this month:
PZ99 +101% (LPD), Parse +45%(DCC), Acetrade +34%(MMJ,ZLD)

Competitors with 5/5 positive: nil

# of competitors > XAO (out of 39): 18 (46%)

 

[systematic]

Our esteemed member and long time leader has dropped out of the placings even after increasing his/her % gain.

Ha, ha; and there I was getting quite comfy in that spot!

You're right, some huge moves have happened in some of these stocks!