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New Zealand Stock Update: Meridian Energy Ltd

Meridian Energy is a vertically integrated renewable electricity generator, accounting for a third of New Zealand’s total electricity output. The firm enjoys a strong competitive position, and we rate it as having a narrow economic moat as a result of cost advantages and barriers to entry. Accordingly, we expect Meridian Energy and the other incumbent energy providers to generate solid returns above the cost of capital in the long term. That said, from time to time, Meridian will be affected...
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Australian wide moat Stock: Wesfarmers Ltd

The conglomerate of Wesfarmers (ASX: WES) is shielded by cost advantage and the intangible brand power of its hardware store chain Bunnings. And it’s not just your weekend tinkerer visiting the vast network of stores. Across Australia and New Zealand, Bunnings supplies project builders, commercial tradespeople and the housing industry. It employs 43,000 people, with revenue of $12.5 billion, and a network of 375 trading locations, comprising 265 warehouses, 75 smaller format stores and 32 trade centres. It’s this scale...

Australian wide moat Stock: Brambles Ltd

Brambles (ASX: BXB) has two ways to describe itself. On one hand, it’s “a supply-chain logistics company operating in more than 60 countries, primarily through the CHEP brand.” Translated: it’s widely known for making pallets and crates. On the other hand, its platforms form the “invisible backbone of global supply chains, primarily serving the fast-moving consumer goods, fresh produce, beverage, retail and general manufacturing industries. The world’s largest brands trust Brambles to help them transport life’s essentials more efficiently, safely...
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What is a Wide Moat Stock and how to spot one

What do an Aussie funeral parlour and a Kiwi airport have in common? That may sound like the set-up to some crass joke but it’s actually a serious question. The punch line, or rather, the answer is: a wide moat. The companies in question are InvoCare and Auckland International Airport and they both belong to a select group of eleven stocks in Morningstar’s coverage list: the wide moat club. The term “wide moat” is Warren Buffett-speak for competitive advantage. According to...
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Why you need to check your PIR (Prescribed Investor Rate)

Having an incorrect PIR can lead you to either overpaying, or underpaying tax. 120,000 Kiwi’s received a letter from the IRD recently flagging that the wrong tax rate had been applied to their KiwiSaver account. This means many underpaid tax, and received bills accordingly. Unfortunately, it also meant that some were overpaying tax. These KiwiSaver investors will not receive a refund for overpaid tax. This demonstrates the importance of having the correct tax rate recorded on any investment, but particularly, PIE...
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International Fixed Interest Opportunity

I-Shares 1-3 year Treasury Bonds. SHY.US (SHY invests in AAA rated US Treasury bond securities). Interest rates in New Zealand are now at record lows, with signals from the Reserve Bank or New Zealand (RBNZ) that they could go even lower. Whilst the RBNZ are loosening monetary policy the Federal Reserve in America has begun tightening theirs by increasing interest rates. As a result, interest rates in the US are higher than they are here in New Zealand. This provides an...
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New Zealand Fixed Interest Opportunity - NZ Bond Fund

The NZ Bond Fund provides an attractive investment grade alternative to owning direct bonds or term deposits. The Smartshares NZ Bond ETF invests in New Zealand fixed interest assets, with the objective of outperforming the S&P/NZX A-Grade Corporate Bond Index over rolling 3-year periods. The investment manager for the fund is Nikko Asset Management New Zealand Limited. The NZ Bond Fund was created on the 12th of November 2015 to provide an alternative for retail investors looking to invest in investment...
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Income Stock Opportunity - Five Shares for Income Stock Investors

Interest rates in New Zealand continue to fall (we are currently at historic lows and set to stay here for the foreseeable future) and with this fall, the income generated by fixed interest assets such as term deposits and bonds has also fallen. Many investors rely on their portfolio to generate a certain level of income, and for this reason, we are seeing more and more clients come to us looking for ways to increase income. One of the best ways...
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The Nine Most Important Things About Long-term Investing

1) THERE IS ALWAYS A CYCLE Investment markets constantly go through cyclical phases. Some are short term. Some are longer, such as the secular swings seen over 10 to 20 year periods in shares. Some get stuck in certain phases for long periods. Debate is endless about what drives cycles, but they continue. All eventually contain the seeds of their own reversal. 2) THE CROWD GETS IT WRONG AT EXTREMES Cycles in markets get magnified by bouts of investor irrationality that...
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April another month of solid gains for sharemarket - Grant Davies talks to Business Desk

New Zealand shares edged higher in the final day of April trading, capping a 1.8 percent gain for the month that saw the benchmark index cross the 10,000 level for the first time. by BusinessDesk The S&P/NZX 50 Index increased 1.06 points, or 0.01 percent, to 10,013.83. Within the index, 23 stocks rose, 22 fell, and five were unchanged. Turnover was $195.2 million, of which Trade Me Group accounted for $42.4 million. Trading was subdued with a lot of investors in...
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