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Everything posted by xerxes_ph

  1. Judging by the survey recently e-mailed to clients it looks as though Comsec may launch a CFD trading service - can anyone with an ear to the ground confirm this? ( I suppose I could just ring them..)
  2. In reply to: Techno on Thursday 07/07/05 03:26pm The Affinity takeover has been well received by the market. Increased gearing will be more than compensated for by the long term growth and cash flow that will be generated (esp. from 2006 FY and beyond). A few market jitters about RHC having to divest some hospitals to meet 'competition requirements' but this in itself will help to reduce debt quickly and will have little long term impact on RHC's growth profile. The next major report from RHC will be of interest and should provide a further fillip to the s/p as it becomes clear that this company has positioned itself superbly for long term growth that will tap into demographic trends and will result in a strong reliable cash flow in a defensive company that can withstand global economic shocks. A must have in any serious portfolio imo. DYOR.
  3. xerxes_ph


    In reply to: aceisme on Tuesday 21/06/05 03:56pm Huntley has just put out a 'sell / avoid' rec. on the stock - I would be careful with this one. (I don't hold and have no intention of purchasing VLL - too risky for me)
  4. xerxes_ph


    Looks like NEM as broken upside from an inverted H & S pattern. Had a bit of a dip today on the back of a weaker gold price but the technicals are looking encouraging for NEM .. its price has moved up though the 50 day EMA. NEM is a good stock to be in if you think the gold price in US$ has more upside ..... US$ down; US$price of gold up will give this stock legs. Worth a punt at current prices ... I climbed aboard at around $5.10 but will bail out if it falls below $4.90.
  5. In reply to: blueman on Tuesday 14/06/05 10:44am Gotta love this stock ....one to put down and hold (like a vintage red wine) ... it'a just going to get better and better. What's more the general market has not yet really twigged to the huge cash cow that the heath care sector will be for the dominant players (like RHC) in the years ahead. RHC is in its 'stealth mode' accumulation phase ... the best is yet to come ... imo.
  6. xerxes_ph


    In reply to: kahuna1 on Thursday 07/04/05 04:15pm This, today, from Huntley / Aspect: "CEY may be the target of Glencore or related party Xstrata (XTA). Short term speculative upside could exist in CEY. XTA is cashed up. After failing to acquire WMR earlier this year, XTA is keen to grow through acquisition. CEY would offer large synergies to XTA NSW coal operations. Alternatively, Glencore may have eyes for CEY's or AUO's marketing rights. Regardless, it is in Centennial's and Austral's best interests that the merger goes ahead. The merger will create real value in the longer term. The short term share price of the merged CEY could be expected to move higher once the deal is done. " Things could become very, very interesting. (I hold CEY)
  7. xerxes_ph


    TAP touted as a possible takeover target (along with ARC & AWE) by David Potts in today's "Financial Review Investor" supplement in the Sun-Herald. He is bullish on oil stocks.
  8. Word is that there is a $100 million farm in deal by British Gas into KAR .... British Gas to take a 60% equity stake in the exploration fields, leaving Australian shareholders with 40%. KAR is affectionately known as "son of Woodside" by its supporters. Info. sourced from Weekend FR 19-20 March, back page cloumn by J. Durie.
  9. In reply to: happy2 on Thursday 17/03/05 08:46pm Unfortunately, it seems as though the Yanks are about to start drilling in the Alaskan wilderness, according to a report on Lateline tonight. A precis follows: News just to hand is that the US Congress, urged by Bush, has narrowly voted approval to tap into the pristine Arctic wilderness of Alaska in the search for additional oil. This area has been protected from such development for over 25 years. Now it seems that ecological concerns will be put on the back burner as Americans are forced to pay more and more at the pump. The irony is that the oil extracted from this wildreness area is estimated to supply only one twentieth of America's daily needs. To me, it seems like the panic button is starting to be hit.
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    In reply to: wolverine on Tuesday 01/03/05 03:27pm CEY now sizzling, red hot - $5.00+ here we come! Looks like the AUO merger is a done deal giving CEY a brilliant opportunity to extract value from an underperforming operation in a booming export coal market. There is growth aplenty ahead for CEY imo.
  11. xerxes_ph


    In reply to: xmagx on Tuesday 01/03/05 04:28pm TAP candlestick chart is showing some bullish indicators: -on 25/2; 28/2 & 1/3 we saw the classic bullish three white soldiers candlestick pattern with the last candle seeing TAP close above its all time high. - the 14 day crossover moving average is above the 25 day crossover moving average AND the shareprice is above the line of both averages (a bullish indicator) - today's close and share price action was strong. - the breakout in the TAP shareprice (25/2 to 2/3) has been accompanied by solid volume. The technicals are lining up for this one. (I doubled my holding in TAP today on the strength of both TA and FA indications ... also 'fingers & toes crossed')
  12. In reply to: Grebmoolb on Tuesday 01/03/05 11:44am Sold??? Hmmmm ....that $47 target was my signal to add to my RIO holdings for a $52 - $55 target (short term)
  13. xerxes_ph


    In reply to: nomad on Tuesday 01/03/05 10:41am Ditch AWE and move into TAP .... leave the clydsdale for the stallion.
  14. xerxes_ph


    In reply to: wolverine on Tuesday 01/03/05 12:15pm CEY looking sexier than Angelina Jolie without a bathrobe after a shower.
  15. xerxes_ph


    Looks like TAP is gearing up for a push through the $2.00 resistance level. TAP has plenty of cash and has a pretty full on drilling programme planned - any success will see sharp upside in the share price. Downside is limited by the company's current buyback operation. TAP is one of the better risk/ reward plays around - with the weighting heavily skewed towards the "reward" bias. I hold TAP (but exited positions in ROC and AWE on the back of negative Cliffhead sentiment.)
  16. xerxes_ph


    Great report released by DVC today - core profit up 70% - MIA integration is paying dividends - aged care sector and diagnostic imaging sector set for further growth. One to buy and hold imo.
  17. Excellent rise for RHC today on the back of a very good report. More upside to come imo. Chart now suggests RHC may be entering into a rising trend after the recent correction.
  18. RHC closed with a common doji candlestick on its chart today - could be an up day tomorrow - hopefully a reversal of its current correction. Need to confirm this trend before wading in "boots & all" ... but it bears watching.
  19. In reply to: Payday on Wednesday 16/02/05 12:11pm Hi Payday ..... here's the "solution" (for what it is worth) that I have come up with. Zone Alarm have not as yet provided me with any suitable answer to the problem. So .... what I have done is to run Internet Explorer with the "privacy" setting enabled ... and I use IE for all programmes and URLs ... EXCEPT the problematical comsec site. I have downloaded another browser (which is pretty good by the way) .... I have downloaded Mozilla Firefox (about 5MB - a google seach will locate it). I now run Comsec only on the Mozilla browser with the Zone Alarm "Privacy" setting for that browser de-activated. IE with "privacy" enabled I use for everything else. This seems to work okay .... maybe not particulary elegantly but until ZA gets its act together it's the best I can do. I hope this is of some help.
  20. It might be a good buying opportunity as I agree that the fundamentals for RHC look excellent. Founder, Paul Ramsay invested heavily in the capital raising at $7.35 (always a good sign). On the other hand, technicals show that an ominous tripple top might be forming on the 3 months chart. The report for RHC will be out on 25/2/05 and should provide the catalyst for the direction of RHC. As a holder, I hope it is up.
  21. In reply to: Payday on Wednesday 16/02/05 12:11pm G'day Payday, Yep ... my experience has mirrored yours. I tried the "sharescene solution" and removed the "X" that blocked 3rd party cookie for comsec.com.au but was still unable to gain client log in access. Am I missing something here? drrc's solution worked fine but I am wondering how compromised security is with the privacy function disabled for all sites? At the moment (until a better alternative emerges) I have deactivated the privacy function. Thanks to those who have tried to assist with this one. We have moved towards a solution but I feel there is still a way to go. Any other ideas? (Anyone)
  22. A plea for help !!!!!! (pretty please) I am running windows XP professional with the Zone Alarm Pro firewall. I use Comsec for my online share dealings. However, the last two upgrades of Zone Alarm Pro (ZAP) including the one I am using now: zapSetup_55_062_004 have caused me problems. I can login to the Comsec site okay but when I type in my login details to gain client access I am denied. I just get a white screen. I have to disable ZAP to complete the login procedure. Once "in" I can turn ZAP back on and all is fine. (but that's a less than satisfatory practise) Either that, or I have to revert to an earlier version of ZAP (zapSetup_51_033_000) which works okay and gives me no login problems at all. Not being all that technically minded I need some kind person who has the solution to 'walk me through' the procedure whereby I can tweak ZAP to allow me full login client access to Comsec. Thank you in advance for helping resolve, for me, what has become a very frustrating problem
  23. For charting and technical analysis I am surprised that no one has mentioned Louise Bedford's books (maybe because they have only recently been written). She is Australian with degrees in psychology and business from Monash University. She is now a fulltime successful trader and conducts workshops and seminars throughout Australia. Her latest book: "Charting Secrets" (published in 2004 by Wrightbooks) is a ripper. Clear, well-written and contains a wealth of information for those interested in charting and technical analysis. It complements her earlier book: "Trading Secrets" ( first published in 2001). Both books are excellent but her latest, I think is the better buy. At around $40 each they will not break the bank and should prove to be a worthwhile investment. Anyone else read these and have an opinion?
  24. xerxes_ph


    Tomato Technologies .... the quirky name intrigued me -- is it supposed to be an Aussie 'imitation' of Apple Computers ??? Maybe the cheeky founders of the company had something like this in mind. Further investigation reveals a pretty interesting company and its flagship trading software company, MCI technologies which markets a kind of 'black box' share trading system that can be applied to not just the Aussie market, but overseas markets as well. TMO's foray into the big USA market could, if successful, really launch this company big time. Locally, it seems to be going great guns - their software must be okay given the rapid growth of this company's earnings. Or is this 'growth' simply a product of the current bull market run? (maybe a combination of both). The company has little in the way of overheads and its main asset is the 'intellectual property' of the software. It seems a nice, simple and highly profitable formula. Dividends are healthy and the capital gain over the last 12 mths has been quite spectacular. Definitely a growth oriented company to keep an eye on. I am awaiting its next report with interest. (Disclosure: I hold a parcel of TMO shares )
  25. xerxes_ph


    For what it is worth Huntley (today) has a buy recommendation on VLL and sees current weakness as an opportunity to be taken advantage of. Just a temporary 'blip" on a growth model that is fundamentally sound. I added to holdings today at around $2.08.
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