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| | | Latest Updates | | | | WEEKLY COMMENTARY | | Wakefield Health (WFD) struck a rough patch in its first half, its interim net profit dropping by 41.2 percent to $3.6 million. WFD's first quarter was affected by negative trends in District Health Board, ACC and self-funded patient ...more | | | | DAVID MCEWEN'S COLUMN | When Experts Panic
People tend to choose their advisors poorly, mainly because they consider them to be 'experts'. Unfortunately, experts tend to be constrained by their own feelings of self-importance. Tests have ...more | | | | MARY HOLM'S COLUMN | OH NO, OH NO, IT’S OFF TO WORK WE GO
By Mary Holm
Returning to work after a holiday is rarely easy. Back when I was employed – as opposed to self employed – I remember always feeling as if I were in the wrong ...more | | | | | | McEwen Investment Report #566 | CSL’s return shows the gene pool is small
We started our Watch List of companies in December 2001. The companies selected were those on the NZ and Australian markets that met the greatest number of MIR's 9 key criteria of corporate excellence.
One of the companies that started on the list was plasma-based pharmaceuticals
company CSL (Au: CSL).
However, in March 2004, we dropped CSL from the list because it had lost its way. Its earnings had been volatile amid strong competition and a global oversupply of plasma products.
Every quarter, we conduct a search for companies that meet our criteria, hoping to strengthen the Watch List by adding those that meet a high number of criteria and dropping those that meet a lower number.
This time, CSL has popped up again as being a very strong candidate. CSL was formed in 1916 as the Commonwealth Serum Laboratories, to meet the demand for locally produced biopharmaceuticals, and was first to supply the public of Australia with
products such as insulin, penicillin and polio vaccine. ...more | | | | McEwen Yield Report #61 | Understanding how risk can work for you
All of us think of ourselves as rational beings even in times of crisis, applying the laws of probability in a cool and calculated fashion to the choices that confront us.
We like to believe we are above average in skills, intelligence and experience.
Who admits to being an incompetent driver or a stupid investor?
The classical models of rationality specifies how people should make decisions in the face of risk and what the world would be like if people did in fact behave as specified. ...more | | |
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| Smartpay |  7.50% | 0.043 | | PanPacific | 5.41% | 0.39 | | Kingfish | 3.26% | 0.95 | | Barramundi | 3.08% | 0.67 | | Opus | 2.48% | 1.65 | | PyneGould Corp | 2.33% | 0.44 | | Steel & Tube | 1.81% | 2.81 | | Prop for Ind | 1.79% | 1.14 | | F&P Appliances | 1.67% | 0.61 | | Tower | 1.57% | 1.94 |
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| Marlin Warrants |  44.83% | 0.016 | | Renaissance | 8.70% | 0.21 | | L&M Energy | 5.66% | 0.15 | | PGG Wrightson | 4.92% | 0.58 | | Northland Port | 4.76% | 1.80 | | New Image cd | 4.65% | 0.41 | | Wgtn Drive | 3.75% | 0.077 | | Barramundi 2011 war | 3.16% | 0.092 | | Hellaby | 3.03% | 1.60 | | NZ Refining | 3.01% | 3.55 |
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