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The End-Game - 2020 Results!
The End-Game - 2020 Results!
And the results are in!! The winner for 2020 is davflaws (204%) who joined a total of six others in having the foresight to pick Pacific Edge as the 'stock to watch' for the year! With a move from $0.12 to $1.22 (a 916% increase), nothing else even came close - and ensured a win for the group of seven.
Black Knat was the 'best of the rest', with a 54% return overall. They had picked the second-placed stock for 2020, MHM Automation - the former Mercer Group - with a return of 185%.
I've expanded the summary table below to show the top 12 and the impact of Pacific Edge.
Amongst the broker picks, the Sharetrader Top 5 (18.4%) had its worst result for the last couple of years, finishing 3rd behind Craig's Investment Partners (27.8%) and MSL Capital (24.5%). Remember that this comp runs from Dec 31st 2019 to Dec 31st 2020 - hence the differing results reported in the official NZ Herald article giving the win to the Sharetrader top 5! The Sharetrader picks were poorly affected by the selection of A2 Milk late in the month, after the official NZ Herald close dates.
That highlights the impact of the arbitrary timelines of the game, short-term volatility and the 'limited portfolio' implied by a basket of five shares - at the end of the day, this is only a game!
We have plenty of entries for the 2021 edition, and I'll write (and post) an article with a bit of a summary once I back to a normal internet connection with no mountains in the way!
15 shares make up 50% of the picks
15 shares make up 50% of the picks
A total of 108 shares or ETF's have been picked for the 2020 competition - by 204 entrants. Sharetrader "top 5" picks:
A2 Milk (ATM)
Oceania Healthcare (OCA)
Blis Technologies (BLT)
Plexure Group (PLX)
Serko (SKO)
Sharetrader "Top 5" Selections and Performance
Sharetrader "Top 5" Selections and Performance
The Sharetrader "Top 5" contains three stocks (A2 Milk, Oceania Healthcare and Plexure) that are also picked by other brokers as their top 2020 picks.
A2 has been an NZX 'darling' for over two years, as it continues its growth journey in China. Its also now making strong inroads into the US market for fresh milk, likely underpinning growth and returns expectations for 2020.
Oceania is one of 5 NZX-listed retirement shares, a sector that is in demand right now for consistency of returns and a strengthening property market. The currently ongoing takeover of Metlifecare has enhance the attractiveness of this sector.
Plexure Group has been a quiet, although explosive, performer for the last 2 years, with a rise in share price from $0.24 to $0.76 in that period. The digital marketing company has a close affiliation with McDonald's, who became a cornerstone shareholder during 2019.
The other two stocks (Blis Technology and Serko) are not well-covered by brokers, and are unique to the Sharetrader community, rightly or wrongly. Blis, a manufacturer and marketer of specialist probiotic throat medicines, has been on the the NZX for a long time, but recorded a small maiden profit during 2019, with a corresponding increase in share price. Serko has a global footprint in the provision of corporate travel and booking software, with a growing presence in the major US market. A deal late in 2019 saw Booking.com take a major stake in the company, underpinning significant share price returns late in the year.
For both companies, the consensus outlook seems focused on continued international growth during 2020, with possible acquisition interest in Serko acting to underpin its share price.
18.4%
18.4%
YTD return - 4.5% above NZ50
3rd
3rd
compared with broker picks.
82
82
in overall competition
Note that nothing on this website should be taken as financial advice. Selections made by contestants should not be construed as any kind of financial advice. People should consider speaking to an authorised financial adviser before making any investments of any kind.
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