IFT - Infratil

[BlackPeter]

fundamentals of ift are better than sum and ift has macro tailwinds where as sum has macro headwinds

I recon this is just your opinion (and you are absolutely entitled to it) - or would you mind to provide some evidence for the better fundamentals of IFT? How do you measure that? Can't be PE (SUM is much better in that regard), NTA to SP (both quite comparable in that regard) or SUM's outstanding growth compared to IFT's shrinking (both EPS CAGR as well as revenue CAGR for IFT are negative).

Ah yes, I forgot - you like negative - don't you?

[bull....]

I recon this is just your opinion (and you are absolutely entitled to it) - or would you mind to provide some evidence for the better fundamentals of IFT? How do you measure that? Can't be PE (SUM is much better in that regard), NTA to SP (both quite comparable in that regard) or SUM's outstanding growth compared to IFT's shrinking (both EPS CAGR as well as revenue CAGR for IFT are negative).

Ah yes, I forgot - you like negative - don't you?

i just told you macro

sum cant have favourable earnings without favourable macro , ift has defensive and growth businesses

[horus1]

I agree ,BULL . IFT still get 80%

[BlackPeter]

i just told you macro

sum cant have favourable earnings without favourable macro , ift has defensive and growth businesses

Macro?

I don't think you know what you are talking about ... but let's give you a chance - shall we?

How do you measure "macro" and why is IFT's "macro" better than SUM's?

[bull....]

Macro?

I don't think you know what you are talking about ... but let's give you a chance - shall we?

How do you measure "macro" and why is IFT's "macro" better than SUM's?

i dont have time to go into this but you should read about top down investing and bottom up investing , you seem only to look at the later in your accessment of sum

[kiora]

fundamentals of ift are better than sum and ift has macro tailwinds where as sum has macro headwinds

I agree

[horus1]

Reading the slides from the presentation this morning they seem to be on track and forward looking. I am adding when I get cash.

[Well Endowed]

Topped up a few on the small dip this morning. I like the long term direction and focus on core industries- certainly a far-cry from the European airport strategy...!

[bull....]

Infratil looks at replicating Longroad in Europe

https://www.nzherald.co.nz/business/...ectid=12221102

[Ggcc]

I do think this company is great at increasing shareholder wealth over the longterm. I do not however see IFT being a buy at these prices more of a longterm hold. I think it has been valued lower for quite some time and that slightly above fair value is at these prices. Somehow I don’t see the share price heading further north In the short term, but I remain invested as those dividends look damn fine. Of course I could be wrong as the market dictates what the value of something is and not me