sharetrader
Page 904 of 970 FirstFirst ... 404804854894900901902903904905906907908914954 ... LastLast
Results 9,031 to 9,040 of 9698
  1. #9031
    Legend peat's Avatar
    Join Date
    Aug 2004
    Location
    Whanganui, New Zealand.
    Posts
    6,435

    Default

    Quote Originally Posted by Snow Leopard View Post
    But Beagle gets more emotionally involved than most!
    but he kicks them to the kerb unless they look like Mick Jagger.

    (which for those who don't know is a line from a song called Tik Tok
    by Ke$ha.)


    Ke£ha.JPG
    Last edited by peat; 01-05-2020 at 12:11 AM.
    For clarity, nothing I say is advice....

  2. #9032
    Reincarnated Panthera Snow Leopard's Avatar
    Join Date
    Jul 2004
    Location
    Private Universe
    Posts
    5,853

    Default

    Quote Originally Posted by peat View Post
    but he kicks them to the kerb unless they look like Mick Jagger.

    (which for those who don't know is a line from a song called Tik Tok
    by Ke$ha.)


    Thats not music !

    But this is:

    om mani peme hum

  3. #9033
    Legend Balance's Avatar
    Join Date
    Feb 2003
    Posts
    21,489

    Default

    Just finished reading a recently issued report by one of the major broking houses in Australasia on NZ's Retirement Village sector.

    Nothing really new which have not been discussed and debated ad nauseam here in the Meet, Sum & Oca threads.

    Nevertheless, a few key points to note from the report (report goes to their institutional & international client base so bound to have some influence) :

    1. Demographics trend continue to provide strong tailwind for long term performance of the sector, population of 75+ to double over next 10 years (250,000 more), and

    2. Short term headwinds of increased costs and lower unit resales to adversely impact on profits in 2020/21.

    Sensitivities:

    1. Increased costs in order of biggest impact - OCA, ARV, RYM, SUM & MET

    2. Devaluation of asset values when gearing hits 50% (trigger point for debt concerns) - RYM (14%), SUM (15%), OCA (25%), ARV (26%) & MET (38%).

    3. Most highly geared so likely to require capital raising - RYM (40%), SUM (33%), OCA (31%), ARV (27%) & MET (16%).

  4. #9034
    Membaa
    Join Date
    Nov 2004
    Location
    Paradise
    Posts
    5,295

    Default

    Heard on the radio today, Kenepuru stage 1 sold out, taking preorders for stage 2. Development continues.

  5. #9035
    Junior Member
    Join Date
    Jul 2018
    Posts
    24

    Default

    I value your barking very very much, Beagle. imo, you have been very transparent with your holdings and always give substantial analysis to back your opinions.

    p.s. just a newbie showing support I'm very clear that I'm still fully responsible for my investing decisions

  6. #9036
    Senior Member
    Join Date
    Mar 2020
    Location
    In the trough
    Posts
    766

    Default

    Quote Originally Posted by peat View Post
    The forum is a lot stronger because of Beagles perceptive analysis and I would certainly buy units in his mutual fund
    Quote Originally Posted by dameofdiv View Post
    I value your barking very very much, Beagle. imo, you have been very transparent with your holdings and always give substantial analysis to back your opinions.

    p.s. just a newbie showing support I'm very clear that I'm still fully responsible for my investing decisions
    Hear, hear! Where is he? It's too quiet around here without the odd dog fight to stir things up.

  7. #9037
    Veteran novice
    Join Date
    Jun 2007
    Location
    , , .
    Posts
    7,289

    Default

    Quote Originally Posted by Cyclical View Post
    Hear, hear! Where is he? It's too quiet around here without the odd dog fight to stir things up.
    Probably doing his homework on a few depressed stocks prior to making a re-entry into the market at some point. Remember, Beagle sold up recently, apart from his small flutter on the outcome of the MET takeover tussle. Expect to hear more in due course!


  8. #9038
    Veteran novice
    Join Date
    Jun 2007
    Location
    , , .
    Posts
    7,289

    Default

    Milford Funds' buying now takes their holding over the 5% mark.

    http://nzx-prod-s7fsd7f98s.s3-websit...758/322087.pdf

  9. #9039
    Speedy Az winner69's Avatar
    Join Date
    Jun 2001
    Location
    , , .
    Posts
    37,739

    Default

    Reversion to the mean more often wins out over emotion etc

    Whatever 18% pa share price gains for each over 10 years is pretty good
    Attached Images Attached Images
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  10. #9040
    ShareTrader Legend Beagle's Avatar
    Join Date
    Jul 2010
    Location
    Auckland
    Posts
    21,362

    Default

    I wish the legend who came up with that gold standard 50% relativity theory would come back. I miss him
    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

Tags for this Thread

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •