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06-03-2019, 11:31 AM
#7191
 Originally Posted by couta1
True but I view things from the inside and having the best quality care clouds my buying perspective in this sector.
My view is unsullied by working in the sector. Like any good Beagle I simply concentrate on who's going to give me the biggest feed 
Ecclesiastes 11:2: Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.
Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine
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06-03-2019, 11:33 AM
#7192
Originally Posted by Beagle
My view is unsullied by working in the sector. Like any good Beagle I simply concentrate on who's going to give me the biggest feed
Yes and we understand each other's perspective purrfectly and can agree to disagree.
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06-03-2019, 01:26 PM
#7193
blackPeter
Anyway - my assumption is that RYM and SUM will over the years come closer together PE wise, and it probably will be a combination of RYM giving and SUM taking ...
Yes maybe closer together but there will still be a big gap between the two at the end of the day
Last edited by winner69; 07-03-2019 at 07:03 AM.
At the top of every bubble, everyone is convinced it's not yet a bubble.
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07-03-2019, 07:12 AM
#7194
Originally Posted by freddagg
The money is in property development, not in looking after tax payer funded old people.
But these tax payer funded old people in Oceania care suites die quicker .....higher churn rate of the units (known as short tenure in the trade) ....excessive profits for Oceania
Then again some might say the deal around these care suites is heavily weighted in favour of Oceania making excessive profits and maybe these types of ‘arrangements’ will come under scrutiny one day
Last edited by winner69; 07-03-2019 at 08:25 AM.
At the top of every bubble, everyone is convinced it's not yet a bubble.
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07-03-2019, 07:54 PM
#7195
Member
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07-03-2019, 08:14 PM
#7196
Originally Posted by RRR
I prefer the Cruise Liner option. Spend your golden years traveling around the world, and when you've had enough, or run out of money, just jump overboard! Lol.
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13-03-2019, 03:08 PM
#7197
High turnover today and price heading up. Someone sees value
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13-03-2019, 04:25 PM
#7198
Originally Posted by Ggcc
High turnover today and price heading up. Someone sees value
Yes, turnover at 1.16m shares more than 5 times the daily average of 203K. Almost like some institution knows something about Q1 sales. I hate it how they can get often organise company visits and small shareholders can't normally. Harbour Asset management don't have to travel far to visit Summerset in Wellington do they ! They are known to have been adding lately.
Ecclesiastes 11:2: Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.
Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine
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14-03-2019, 02:56 PM
#7199
Another big volume day with 5x the normal volume done already. Interesting situation as technical analysis clearly looks good and fundamental analysis suggests the shares have never been cheaper on a forward PE basis. Disc: Back to being one of my biggest NZX listed investment positions.
Last edited by Beagle; 14-03-2019 at 02:58 PM.
Ecclesiastes 11:2: Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.
Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine
-
14-03-2019, 02:58 PM
#7200
Originally Posted by Beagle
Another big volume day with 5x the normal volume done already. Interesting situation as TA clearly looks good too.
Index rebalancing day they say
At the top of every bubble, everyone is convinced it's not yet a bubble.
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