StockTalk

Quote from: Apollo on Oct 15, 2026, 07:36 AMYou think so?
A capital gains tax based on realised profits might cause property companies to stop overtrading and be more thoughtful with their purchases or developments and hold for the long term.

Interest deductibility only applies to residential property.

A land tax admittedly would be a cost to the property companies but the value of the land is probably only a small part of the total value of the property so might not be that bad overall 1.75% of the land value annually. Not good but not the end of the world.

Rising interest rates are a bigger problem for property company shareholders I would have thought. As well as the economy, I see a few businesses going bust, but hopefully the property companies have some of the biggest most stable companies as tenants.

IMO you maybe off the mark with no potential change in interest deductibility for commercial as well. Lets not forget a combination of Labour greens Opportunity, Maori is super keen on robbing the rich to pay the poor. Furthermore the right block IMO have thoroughly underestimated how large a portion of the population have been doing it real tough, this will show at the polls.   

Quote from: snapiti on Oct 15, 2026, 07:16 AMit appears the upcoming election is unfortunately a closer race than I would of hope for. With Labour greens and opportunity party there are a number of very bad policies for property investors. A capital gains tax, interest tax deductibility change and a land tax.
There is a lot of campaigning around these issue so they are high on the agenda, god forbid all 3 get implemented which is on the table given the only thing these 3 parties agree on is bringing down the value of property.
Commercial property also effected by the above.

You think so?
A capital gains tax based on realised profits might cause property companies to stop overtrading and be more thoughtful with their purchases or developments and hold for the long term.

Interest deductibility only applies to residential property.

A land tax admittedly would be a cost to the property companies but the value of the land is probably only a small part of the total value of the property so might not be that bad overall 1.75% of the land value annually. Not good but not the end of the world.

Rising interest rates are a bigger problem for property company shareholders I would have thought. As well as the economy, I see a few businesses going bust, but hopefully the property companies have some of the biggest most stable companies as tenants.

it appears the upcoming election is unfortunately a closer race than I would of hope for. With Labour greens and opportunity party there are a number of very bad policies for property investors. A capital gains tax, interest tax deductibility change and a land tax.
There is a lot of campaigning around these issue so they are high on the agenda, god forbid all 3 get implemented which is on the table given the only thing these 3 parties agree on is bringing down the value of property.
Commercial property also effected by the above.

Quote from: BlackPeter on Oct 13, 2026, 12:43 PMWe just bought a MG4 EV Urban ($40k and 400 km range) - and if I refill it at home, we pay $3 in power for every 100km driven. Our older Ford Fiesta Diesel took something like 5 liter per 100km, i.e. something like $17.50 per 100km.

Both cars pay RUC.

So - pricesavings currently $14.50 per 100km. Ah yes, and the MG4 offers more space, a larger boot and all the electronic features you could dream of.

MG4 Urban in NZ to get zemi zolid ztate battery zoon?

https://evsandbeyond.co.nz/mg-targets-semi-solid-battery-breakthrough-for-mg4-ev/

RB

Quote from: Left Field on Oct 14, 2026, 11:16 AMFSF back on trend after the $2.00 special dividend payout slump.

Aquiring FSF with an av hold SP below $5.00 provided a safety margin  that makes future dividend potential even more attractive. A nice hold in a long term well balanced portfolio.

Agreed. Diversity is rule number one of Investment 101. Picking winners works fine until it doesn't. That said, it's good to have a few "fun" stocks. PEB is likely to provide my best return this year - go figure!

Quote from: Tim nice but dim on Sep 29, 2026, 05:50 PMIf the Craig's dividend prediction is correct (60 -62c) this would equate to a rise in dividends between 5.3 to 8.8%. In my book an outstanding result that I would be more than happy with.

FSF back on trend after the $2.00 special dividend payout slump.

Aquiring FSF with an av hold SP below $5.00 provided a safety margin  that makes future dividend potential even more attractive. A nice hold in a long term well balanced portfolio.

The sale of evs ws going pretty good until this govt killed the clean car discount - which in hindsight with the iran war was a mistake - they then further killed it by changing the petrol tax and rucs.  Why you wouldn't want less toxic fumes in downtown Auckland from ICE cars is beyond me, but not a surprise as this govt doesn't give a rats ass about clean air or clean water.

Buyers in the 15k car market are likely feeling cash strapped due to the cost of living crisis, rising interest rates, and the price of fuel so are not running out and purchasing new vehicles - whereas those with a bigger budget may be looking at EVs.  Likely to be a transition period where it changes from a lack of used evs to plenty.

I test drove a Zeeker 7X back in March, but the full spec version was $95K.  I do agree that some Chinese made vehicles have made huge strides in quality in recent years but this was never a EV v ICE debate.  It was Lorriana suggesting that new EV's would substitute for Turners used cars which predominantly have a price point south of $20K.

Is there really any genuine suggestion that say an MG4 Urban at $40K, (probably  one of the cheapest non micro EV cars out there) is going to be a substitute for an average Turners car at say $15K ?  You can't be serious ?

I think those are two very different price points for two very different consumers but quite apart from that, no matter what is being sold new now and at what price, it will be resold in due course at a margin by Turners or some other used car dealer.  I don't think their business model wobbles just because there's a gradual, (glacial until quite recently when fuel increased dramatically), change in the nature of the motive power for the vehicles.  That's a point Todd himself has made so its not just my opinion.

A move towards electrification generally, not just cars, is happening at pace in many places around the world. Just look across the ditch for starters. NZ has been really slow off the mark for some reason (it puzzles me the negativity & lack of support from the current govt, such a disappointing lot) but its starting to move now.   

I'm in Korea at the moment and enjoying the busy roads being fume free as electric vehicles are well established. Lots of charging stations here with Hyundai and Kia the dominant brands with the Chinese brands very popular as well.

Going to look at going full EV for wife's next car. The range issues have largely been sorted with better batteries and they have plenty of power.