Tipping Competition for Full CY 2019

[frugal.rock]

...
ps: Don't ask about franking credits.

Not asking, but political parties have lost elections for not including Frankie's, maybe ASF 2019 competition entrants can lose the comp!? Just sayin...
Geez, your new mainframe super computer should be able to crunch it or doesn't it have a speedy BUS driver...
Good luck Al.
F.Rock

 

[peter2]

Yep, those franking credits are hot stuff (politically). This is an unrefined link to my computer setup.

https://www.aussiestockforums.com/threads/tipping-competition-for-full-cy-2019.34408/#post-1005596

 

[systematic]

Yep, those franking credits are hot stuff (politically). This is an unrefined link to my computer setup.

https://www.aussiestockforums.com/threads/tipping-competition-for-full-cy-2019.34408/#post-1005596

Surely the new machine isn't on the blink already P2?

 

[peter2]

Whoops, you caught me out with that little continuity error. I had to get the new setup after my hard drive crashed. I'll allocate the franking credits about the same time that we get them from the tax office. In my case that's about 18 mths - 2yrs after I've earned them.

 

[peter2]

Only 12 trading days left for 2019.
The current volatility allows me to post daily teases, but I think not. Any one of the top 10 can win if one of their selections reports good numbers. OR any one can lose their placing if one of their selections reports poor numbers.

SLR - up RBL - down

 

[peter2]

Changed my mind after seeing a few of today's price movements.

The top 3 are within 2% of each other. Wow, after more than 11 months, it's this close.
That's within the level that makes the amount of dividends paid throughout the year significant.
Top3: @myrtie100 , @bigdog , @$20shoes (Order at Nov19)

One more fact that I only noticed today. BAL is paying a 0.60 div (XD 16/12/19). Holders of BAL will earn this special div. This adds an extra 2% (+8%/4) to their overall performance. One of the top3 holds BAL.

ps: Don't hassle me about franking creds OK.

There's a bit of a gap outside the top three. The others will need a huge boost in one or more of their selections to get into the placings. @Trav. , @Wyatt and @aus_trader start praying or contact your CEO's for a good new release before EOY.

This will be the last update mentioning any names. I'm going "dark" until the EOY although I may post a few more teases if there's any sensational moves.

 

[aus_trader]

There's a bit of a gap outside the top three. The others will need a huge boost in one or more of their selections to get into the placings. @Trav. , @Wyatt and @aus_trader start praying or contact your CEO's for a good new release before EOY.

Thanks for the teasers P2, that reminds me I got to send Christmas presents to the CEO's to bribe them to release some good numbers or some hot news

 

[Trav.]

PNV goes BOOM!!!!!

 

[Wyatt]

Go you good thing PNV! Maybe some of their products can help some of those poor souls.

Only held in comp FY19, but has been a great stock for many over the past 2 years. Up 5% atm on today's moves. Can the no money P/F surge and lunge at the finishing post?
Good luck @Trav.

 

[peter2]

A graphical pic of the state of play at the end of last week Dec 6th.
You can see the top 3 within a few % of each other. The chasing pack of 3 about 10% below.

That's all changed this week with the market moves.

If you're not on this list, sorry about that. There's next year.

 

[kid hustlr]

lol what a great comp.

Myrtie should have walked away in June.

CLV crashed and burned in Dec, subsequently taking my dreams with it

Very entertaining Pete

 

[peter2]

@kid hustlr You're about 20% below the leaders. Your other picks, A2M and SM1 didn't go on with it during the year.

@willy1111 You're about 19% below the leaders. You need a boost from either BBN or FLN.

@jbocker You were right in the mix, until the RBL dump. Sorry.

 

[peter2]

EOW Dec 13th update: Zooming in on the leaders, it's now a race in five!

@Trav. gained ground with PNV.
@Wyatt gained ground with PNV, and WSA and ORE. This portfolio has come alive!

 

[myrtie100]

Darn you Polynovo!

I actually don't think today's candle is very positive
It has closed on it's low and looks to have rebounded strongly off an area of resistance.
And there is always that gap to be filled

Well that's my bias take on it anyway....

 

[Trav.]

Well that's my bias take on it anyway....

Exactly what I was thinking when I read your post

 

[Logique]

A graphical pic of the state of play at the end of last week Dec 6th.
You can see the top 3 within a few % of each other. The chasing pack of 3 about 10% below.
That's all changed this week with the market moves.
If you're not on this list, sorry about that. There's next year.
View attachment 99023

First class work Peter2, I hope you'll saddle up again for the 2020 comp.
Well tipped to the half dozen on the leader board. Looks like it's anyone's to win.
Market too strong for us Goldies - trailing behind now.

 

[peter2]

PNV closed higher.
NEA helps @myrtie100

Did anyone pick NVL or LIT?

 

[peter2]

Since the competition is so close, I've included dividends because the holders have earned the div and that prices generally drop by the div amount when the shares go XD.

I will add the amount of divs paid during 2019 to the closing price at 31st Dec. My source is the ASX.com.au dividends web page. This is pretty reliable but doesn't always include special divs or capital returns or distributions that are paid occasionally.

Would those of you lucky enough to be in the top 10 please check that the table includes all the divs you feel you are entitled to. This table is ordered using the ASCII decimal code. Not current performance.

@noira I've included the cap returns for JMS as I'm aware of them.

If there's others like JMS that make a big difference (+5%) to your performance. Please let me know.

 

[aus_trader]

View attachment 99079

PNV closed higher.
NEA helps @myrtie100

Did anyone pick NVL or LIT?

I recently looked at National Veterinary Care Ltd (NVL) to consider as a possible candidate for CY2020 compo. But after the lovely premium offered today for the merger/takeover I'll have to look at another alternative.

 

[peter2]

@aus_trader That's unlucky. You shouldn't have let the private equity firm look over your shoulder.

Alas, I've some sad news for you. Unless one of your selections spikes up in the next few days I'm going to scratch you from the updates. The top 5 have left you in their dust.